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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
3701
KW Wealth Management
California
$803K +$757K +2,545 New
CWM
3702
Cahaba Wealth Management
Georgia
$803K +$13.4K +45 +2%
BCM
3703
Boreal Capital Management
Florida
$802K +$30.6K +103 +4%
OPPS
3704
Obsidian Personal Planning Solutions
Maryland
$801K +$10.4K +35 +1%
ASG
3705
Ariston Services Group
California
$800K -$72K -242 -9%
API
3706
Asset Planning Inc
California
$799K +$1.49K +5 +0.2%
SDH
3707
Sloy Dahl & Holst
Washington
$798K -$10.4K -35 -1%
AFIA
3708
America First Investment Advisors
Nebraska
$798K – – –
SNS Financial Group
3709
SNS Financial Group
Minnesota
$797K – – –
CL
3710
COWA LLC
Oklahoma
$797K -$51.8K -174 -6%
GPW
3711
Gentry Private Wealth
Kansas
$797K +$30.6K +103 +4%
NWMG
3712
Nicholson Wealth Management Group
South Carolina
$796K – – –
PG
3713
Prostatis Group
Maryland
$793K -$77.6K -261 -9%
TCMP
3714
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K +$223K +751 +43%
CFS
3715
Coordinated Financial Services
Colorado
$792K +$4.76K +16 +0.6%
BC
3716
Bridgefront Capital
Texas
$791K +$746K +2,507 New
DP
3717
DDD Partners
Washington
$788K +$304K +1,023 +69%
CCG
3718
Catalina Capital Group
California
$786K +$6.84K +23 +0.9%
AL
3719
Arnhold LLC
New York
$786K – – –
FPCG
3720
Forum Private Client Group
Indiana
$785K +$93.1K +313 +14%
TAM
3721
TCP Asset Management
Ohio
$785K +$75.5K +254 +11%
CTC
3722
Corundum Trust Company
South Dakota
$784K -$5.06K -17 -0.7%
PCM
3723
Presidio Capital Management
California
$783K -$320K -1,076 -30%
TAM
3724
Tucker Asset Management
Colorado
$782K -$56.8K -191 -7%
WAM
3725
Walker Asset Management
Missouri
$780K -$1.49K -5 -0.2%