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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
3701
Red Lighthouse Investment Management
New York
$335K +$2.89K +16 +1%
SFG
3702
Sterling Financial Group
California
$335K +$2.17K +12 +0.7%
DI
3703
Disciplined Investments
Oklahoma
$335K -$491K -2,719 -62%
BHWM
3704
Beaird Harris Wealth Management
Texas
$334K +$26.5K +147 +10%
CFS
3705
Cannon Financial Strategists
Georgia
$333K +$39.3K +218 +15%
MSF
3706
Mustard Seed Financial
Arkansas
$333K
HFRG
3707
Houlihan Financial Resource Group
Virginia
$332K -$1.8K -10 -0.6%
ECAM
3708
East Coast Asset Management
Massachusetts
$332K
CM
3709
Capula Management
Cayman Islands
$331K +$298K +1,654 New
ACM
3710
Avalon Capital Management
California
$331K +$13.9K +77 +5%
CS
3711
CapitalatWork SA
$331K
KFP
3712
Keener Financial Planning
Texas
$331K +$26.2K +145 +10%
C1AG
3713
Client 1st Advisory Group
Florida
$330K
GCWM
3714
Graham Capital Wealth Management
District of Columbia
$330K
R
3715
Rebalance
California
$330K
HIM
3716
Hanlon Investment Management
New Jersey
$330K +$74.3K +412 +33%
MFA
3717
Morling Financial Advisors
California
$330K -$2.71K -15 -0.9%
MLFP
3718
MPS Loria Financial Planners
Illinois
$330K -$15.7K -87 -5%
MGIA
3719
Matthew Goff Investment Advisor
Texas
$328K
SA
3720
Shilanski & Associates
Alaska
$324K -$335K -1,854 -53%
TFA
3721
Toth Financial Advisory
Virginia
$324K +$9.38K +52 +3%
RIM
3722
Redwood Investment Management
Arizona
$324K -$1.27M -7,040 -81%
HCC
3723
Hirtle Callaghan & Co
Pennsylvania
$323K +$291K +1,614 New
Flossbach Von Storch
3724
Flossbach Von Storch
Germany
$323K +$291K +1,611 New
CWA
3725
Centennial Wealth Advisory
Michigan
$322K +$54.1K +300 +23%