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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
3651
Hill Island Financial
Michigan
$294K +$262K +1,726 New
RIM
3652
Rockbridge Investment Management
New York
$293K -$6.06K -40 -2%
AFGAS
3653
Allegiance Financial Group Advisory Services
Virginia
$293K +$7.27K +48 +3%
WCM
3654
Washburn Capital Management
Florida
$292K – – –
LWA
3655
Ledgewood Wealth Advisors
New Hampshire
$292K +$260K +1,714 New
CWAF
3656
Core Wealth Advisors (Florida)
Florida
$292K +$109K +722 +73%
DA
3657
Detalus Advisors
Missouri
$292K +$12K +79 +5%
FAM
3658
Family Asset Management
South Carolina
$291K +$30.3K +200 +13%
ARIS
3659
Advanced Research Investment Solutions
California
$291K +$39.7K +262 +18%
OPWM
3660
Oxinas Partners Wealth Management
Indiana
$291K +$1.97K +13 +0.8%
AMG
3661
Asset Management Group
Connecticut
$290K +$1.82K +12 +0.7%
LA
3662
Lakeside Advisors
Washington
$290K +$152 +1 +0.1%
T
3663
TOBAM
France
$290K +$239K +1,576 +1,241%
AFS
3664
Annapolis Financial Services
Maryland
$290K -$3.94K -26 -2%
BMD
3665
Better Money Decisions
New Mexico
$290K +$14.1K +93 +6%
BCM
3666
Bluefin Capital Management
New York
$290K -$75.8K -500 -23%
TFO
3667
Tarbox Family Office
California
$289K -$95.3K -629 -27%
LAM
3668
LECAP Asset Management
United Kingdom
$289K +$257K +1,697 New
AL
3669
ADE LLC
Maryland
$288K – – –
MWM
3670
MBE Wealth Management
Wisconsin
$284K +$17.7K +117 +8%
HFRG
3671
Houlihan Financial Resource Group
Virginia
$284K -$758 -5 -0.3%
AFA
3672
American Financial Advisors
Georgia
$284K +$1.82K +12 +0.7%
MFA
3673
Morling Financial Advisors
California
$283K +$2.27K +15 +0.9%
MSF
3674
Mustard Seed Financial
Arkansas
$283K +$252K +1,663 New
WCM Investment Management
3675
WCM Investment Management
California
$283K +$251K +1,659 New