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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
3551
Global Assets Advisory
Florida
$948K +$892 +3 +0.1%
SSW
3552
Smith Shellnut Wilson
Mississippi
$947K +$311K +1,047 +54%
MMHP
3553
Murphy Middleton Hinkle & Parker
Georgia
$947K +$36K +121 +4%
Altshuler Shaham
3554
Altshuler Shaham
Israel
$946K – – –
PIC
3555
Portland Investment Counsel
Ontario, Canada
$946K – – –
RSWA
3556
Robinson Smith Wealth Advisors
Maine
$946K – – –
FGWP
3557
Founders Grove Wealth Partners
Virginia
$945K +$84.8K +285 +11%
HWA
3558
Hillcrest Wealth Advisors
New Jersey
$945K – – –
AWA
3559
Aletheian Wealth Advisors
Washington
$944K -$17.5K -59 -2%
MWM
3560
Mindset Wealth Management
Indiana
$943K +$62.2K +209 +8%
FFWM
3561
Future Financial Wealth Management
Ohio
$942K – – –
PIM
3562
Profit Investment Management
Maryland
$941K -$487K -1,639 -35%
BWM
3563
Brown Wealth Management
Illinois
$938K +$49.7K +167 +6%
MWP
3564
Meridian Wealth Partners
Pennsylvania
$936K -$728K -2,448 -45%
WFA
3565
WMG Financial Advisors
Tennessee
$936K +$17.3K +58 +2%
1WM
3566
1858 Wealth Management
Ohio
$936K -$88.6K -298 -9%
SP
3567
Symmetry Partners
Connecticut
$935K +$161K +540 +22%
SP
3568
Successful Portfolios
Florida
$935K +$21.4K +72 +2%
TC
3569
TAGStone Capital
North Carolina
$932K – – –
PCM
3570
Payne Capital Management
New York
$931K +$61.9K +208 +8%
SC
3571
Sierra Capital
Florida
$931K -$155K -520 -15%
BDFN
3572
Bond & Devick Financial Network
Minnesota
$930K +$15.5K +52 +2%
MMCM
3573
Murphy & Mullick Capital Management
New York
$929K +$28K +94 +3%
ANBOT
3574
American National Bank of Texas
Texas
$927K +$874K +2,938 New
Axa
3575
Axa
France
$925K -$234M -787,000 -100%