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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SA
3701
Sage Advisors
Colorado
$1.02M +$529K +1,708 +118%
SP
3702
Successful Portfolios
Florida
$1.02M +$38.7K +125 +4%
IIM
3703
Ironwood Investment Management
Massachusetts
$1.02M
PWP
3704
Parkwoods Wealth Partners
New York
$1.01M +$386K +1,247 +66%
NWM
3705
Nova Wealth Management
Florida
$1.01M -$76.5K -247 -7%
SWM
3706
SilverOak Wealth Management
Minnesota
$1.01M +$13.3K +43 +1%
MJRIC
3707
Mogy Joel R Investment Counsel
California
$1M +$4.33K +14 +0.5%
PIM
3708
Pullen Investment Management
Florida
$1M -$10.5K -34 -1%
WSA
3709
Wealth Science Advisors
Georgia
$1M +$963K +3,112 New
VW
3710
Vance Wealth
California
$1M -$59.4K -192 -6%
AWA
3711
Arbor Wealth Advisors
Michigan
$1M -$3.41K -11 -0.4%
EFG
3712
Ehrlich Financial Group
California
$1,000K -$10.8K -35 -1%
Cohen & Steers
3713
Cohen & Steers
New York
$999K
JTWM
3714
Jackson Thornton Wealth Management
Alabama
$996K -$112K -361 -11%
WAM
3715
WealthTrust Asset Management
Florida
$995K +$1.86K +6 +0.2%
AF
3716
Atala Financial
California
$995K
BFM
3717
Boothbay Fund Management
New York
$993K -$954K -3,080 -50%
AA
3718
Alpha Advisors
Virginia
$991K -$1.55K -5 -0.2%
LWPC
3719
Legacy Wealth Partners (Colorado)
Colorado
$991K +$952K +3,076 New
NCM
3720
Next Capital Management
New York
$990K -$351K -1,134 -27%
IAG
3721
Investmark Advisory Group
Connecticut
$989K +$2.17K +7 +0.2%
ACM
3722
Absolute Capital Management
Pennsylvania
$989K +$1.55K +5 +0.2%
NPPM
3723
North Point Portfolio Managers
Ohio
$988K
SWGC
3724
Summit Wealth Group (Colorado)
Colorado
$987K -$2.79M -9,005 -75%
HFS
3725
Hughes Financial Services
Virginia
$987K +$13.6K +44 +1%