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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AS
3551
Altshuler Shaham
Israel
$946K
PIC
3552
Portland Investment Counsel
Ontario, Canada
$946K
RSWA
3553
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3554
Founders Grove Wealth Partners
Virginia
$945K +$84.8K +285 +11%
HWA
3555
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3556
Aletheian Wealth Advisors
Washington
$944K -$17.5K -59 -2%
MWM
3557
Mindset Wealth Management
Indiana
$943K +$62.2K +209 +8%
FFWM
3558
Future Financial Wealth Management
Ohio
$942K
PIM
3559
Profit Investment Management
Maryland
$941K -$487K -1,639 -35%
BWM
3560
Brown Wealth Management
Illinois
$938K +$49.7K +167 +6%
MWP
3561
Meridian Wealth Partners
Pennsylvania
$936K -$728K -2,448 -45%
WFA
3562
WMG Financial Advisors
Tennessee
$936K +$17.3K +58 +2%
1WM
3563
1858 Wealth Management
Ohio
$936K -$88.6K -298 -9%
SP
3564
Symmetry Partners
Connecticut
$935K +$161K +540 +22%
SP
3565
Successful Portfolios
Florida
$935K +$21.4K +72 +2%
TC
3566
TAGStone Capital
North Carolina
$932K
PCM
3567
Payne Capital Management
New York
$931K +$61.9K +208 +8%
SC
3568
Sierra Capital
Florida
$931K -$155K -520 -15%
BDFN
3569
Bond & Devick Financial Network
Minnesota
$930K +$15.5K +52 +2%
MMCM
3570
Murphy & Mullick Capital Management
New York
$929K +$28K +94 +3%
ANBOT
3571
American National Bank of Texas
Texas
$927K +$874K +2,938 New
Axa
3572
Axa
France
$925K -$234M -787,000 -100%
CFC
3573
Coyle Financial Counsel
Illinois
$924K +$206K +693 +31%
RFA
3574
Reyes Financial Architecture
California
$922K -$117K -393 -12%
FFL
3575
Financial Freedom LLC
Ohio
$922K +$1.49K +5 +0.2%