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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
3751
Capstone Investment Advisors
New York
$308K +$147K +816 +113%
UFF
3752
USA Financial Formulas
Michigan
$308K -$215K -1,191 -44%
CWA
3753
Continuum Wealth Advisors
New York
$308K – – –
RCM
3754
Rain Capital Management
Oregon
$307K +$9.92K +55 +4%
BWM
3755
Boyd Wealth Management
California
$306K – – –
PPWM
3756
Perissos Private Wealth Management
Oklahoma
$305K +$275K +1,525 New
PWM
3757
Power Wealth Management
Georgia
$305K -$20.8K -115 -7%
RIP
3758
RAM Investment Partners
Washington
$305K +$31.6K +175 +13%
YCG
3759
Yeomans Consulting Group
Georgia
$304K +$5.41K +30 +2%
TWM
3760
Trevian Wealth Management
Massachusetts
$303K +$1.62K +9 +0.6%
SCM
3761
Sebold Capital Management
Illinois
$303K +$4.51K +25 +2%
BMM
3762
Berkshire Money Management
Massachusetts
$302K +$272K +1,510 New
B
3763
Barings
North Carolina
$302K +$272K +1,508 New
GWAG
3764
Garrett Wealth Advisory Group
Texas
$302K +$180 +1 +0.1%
RA
3765
Rational Advisors
New York
$301K -$141K -782 -34%
GCL
3766
Gouws Capital LLC
North Carolina
$300K -$12.6K -70 -4%
BLAM
3767
Bourne Lent Asset Management
New York
$300K – – –
CAG
3768
Curtis Advisory Group
California
$300K – – –
MWM
3769
Maripau Wealth Management
Indiana
$300K -$20.4K -113 -7%
LFASL
3770
Lugano Financial Advisors SA (LFA)
Switzerland
$298K – – –
FWM
3771
FFT Wealth Management
Pennsylvania
$298K +$10.3K +57 +4%
SWM
3772
Seed Wealth Management
Illinois
$298K – – –
FIC
3773
Family Investment Center
Missouri
$297K – – –
UC
3774
Unio Capital
New Jersey
$296K -$30.7K -170 -10%
HF
3775
Halpern Financial
Virginia
$295K – – –