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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NA
3651
Nordwand Advisors
Pennsylvania
$63.7K +$31.3K +209 +91%
RF
3652
Robbins Farley
New Hampshire
$61.1K +$14.4K +96 +30%
Legacy Financial Group (Iowa)
3653
Legacy Financial Group (Iowa)
Iowa
$58K +$60K +400 New
MAM
3654
Marquette Asset Management
Minnesota
$58K – – –
FWA
3655
FSC Wealth Advisors
New York
$56.1K +$43.2K +288 +291%
MIM
3656
Meridiem Investment Management
United Kingdom
$55.1K – – –
KI
3657
Kapitalo Investimentos
Brazil
$52.4K -$107K -713 -66%
NMG
3658
New Millennium Group
Utah
$51.6K – – –
TWD
3659
True Wealth Design
Ohio
$51.3K -$31.6K -211 -37%
CMA
3660
Cedar Mountain Advisors
Oregon
$50.2K -$9.44K -63 -15%
RTL
3661
Red Tortoise LLC
Georgia
$49.6K – – –
TCM
3662
Tanaka Capital Management
New York
$48K -$3K -20 -6%
BSWA
3663
Bromfield Sneider Wealth Advisors
Massachusetts
$42.1K – – –
HWM
3664
Horizons Wealth Management
North Carolina
$40.3K -$10.5K -70 -20%
TVWM
3665
Tower View Wealth Management
Wisconsin
$40K +$300 +2 +0.7%
BFP
3666
Briaud Financial Planning
Texas
$40K +$41.5K +277 New
CCMI
3667
Creative Capital Management Investments
California
$38.7K – – –
UIA
3668
Ulland Investment Advisors
Minnesota
$38K -$12.9K -86 -25%
PPWM
3669
PFG Private Wealth Management
Florida
$38K -$90.8K -606 -70%
VF
3670
VitalStone Financial
Texas
$37K -$31.6K -211 -45%
EA
3671
Evolution Advisers
Virginia
$36K – – –
MIM
3672
Macroview Investment Management
Maryland
$34.5K +$35.2K +235 +7,833%
CM
3673
Capula Management
Cayman Islands
$34.4K +$35.5K +237 New
GIS
3674
Grayhawk Investment Strategies
Alberta, Canada
$32.2K – – –
DWA
3675
Delos Wealth Advisors
Texas
$31.2K – – –