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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
3726
Vertex Planning Partners
Illinois
$779K +$62.8K +211 +9%
SIMC
3727
Squire Investment Management Company
Utah
$778K – – –
WSFG
3728
Wall Street Financial Group
Illinois
$777K +$97K +326 +15%
RIP
3729
Reliant Investment Partners
North Carolina
$776K -$4.76K -16 -0.6%
MS
3730
Madden Securities
Texas
$774K -$35.1K -118 -5%
SAM
3731
Strive Asset Management
Ohio
$770K -$23.5K -79 -3%
BWP
3732
Bernardo Wealth Planning
Pennsylvania
$770K +$4.46K +15 +0.6%
PSA
3733
Plum Street Advisors
Louisiana
$769K -$25K -84 -3%
CNWM
3734
Clay Northam Wealth Management
California
$769K – – –
RWM
3735
Reston Wealth Management
Virginia
$768K +$3.57K +12 +0.5%
PCM
3736
Prospera Capital Management
Arizona
$767K +$2.97K +10 +0.4%
APWA
3737
Atlas Private Wealth Advisors
New Jersey
$766K -$825K -2,773 -53%
BGAI
3738
Bruce G. Allen Investments
Colorado
$766K -$3.27K -11 -0.5%
BW
3739
Basepoint Wealth
Iowa
$765K -$54.4K -183 -7%
RCM
3740
Rockbridge Capital Management
Virginia
$765K – – –
JC
3741
Jacobs & Co
California
$764K – – –
IA
3742
Invested Advisors
Pennsylvania
$764K +$934K +3,141 New
RBC
3743
Roble Belko & Company
Pennsylvania
$763K -$21.1K -71 -3%
SAM
3744
Sequent Asset Management
Texas
$763K +$297 +1 +0%
WWP
3745
Wise Wealth Partners
Arizona
$762K – – –
CWA
3746
Centennial Wealth Advisory
Michigan
$759K +$121K +407 +20%
PCP
3747
Panoramic Capital Partners
Oregon
$757K +$24.7K +83 +4%
TFA
3748
Tobias Financial Advisors
Florida
$756K +$96.4K +324 +16%
KFS
3749
Kurt F. Somerville
$755K +$119K +400 +20%
FA
3750
FDx Advisors
Illinois
$753K -$30.9K -104 -4%