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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AA
3726
Alpha Advisors
Virginia
$991K -$1.55K -5 -0.2%
LWPC
3727
Legacy Wealth Partners (Colorado)
Colorado
$991K +$952K +3,076 New
NCM
3728
Next Capital Management
New York
$990K -$351K -1,134 -27%
IAG
3729
Investmark Advisory Group
Connecticut
$989K +$2.17K +7 +0.2%
ACM
3730
Absolute Capital Management
Pennsylvania
$989K +$1.55K +5 +0.2%
NPPM
3731
North Point Portfolio Managers
Ohio
$988K – – –
SWGC
3732
Summit Wealth Group (Colorado)
Colorado
$987K -$2.79M -9,005 -75%
HFS
3733
Hughes Financial Services
Virginia
$987K +$13.6K +44 +1%
TC
3734
TAGStone Capital
North Carolina
$986K +$32.5K +105 +4%
ANBOT
3735
American National Bank of Texas
Texas
$986K +$37.8K +122 +4%
JLBC
3736
J.L. Bainbridge & Co
Florida
$986K +$15.5K +50 +2%
SPW
3737
Sonoma Private Wealth
California
$984K – – –
DWM
3738
DecisionMap Wealth Management
Virginia
$984K +$8.36K +27 +0.9%
POIA
3739
Pin Oak Investment Advisors
Texas
$984K +$7.43K +24 +0.8%
Oberweis Asset Management
3740
Oberweis Asset Management
Illinois
$983K -$21.4K -69 -2%
SAM
3741
Shikiar Asset Management
New York
$982K – – –
GFG
3742
Greenberg Financial Group
Arizona
$981K +$942K +3,043 New
TPW
3743
Tiller Private Wealth
Pennsylvania
$980K -$1.24K -4 -0.1%
GFWA
3744
Grey Fox Wealth Advisors
Delaware
$979K -$171K -551 -15%
WSWA
3745
Warren Street Wealth Advisors
California
$979K -$271K -875 -22%
OIS
3746
OneAscent Investment Solutions
Alabama
$979K – – –
BEW
3747
Burton Enright Welch
California
$977K +$50.8K +164 +6%
WIA
3748
Wealthedge Investment Advisors
New York
$973K -$2.48K -8 -0.3%
MWM
3749
Maimon Wealth Management
Israel
$972K +$934K +3,016 New
PIC
3750
Portland Investment Counsel
Ontario, Canada
$970K – – –