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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
3751
Clay Northam Wealth Management
California
$588K – – –
CCP
3752
Cushing Capital Partners
Wisconsin
$588K +$63.5K +249 +12%
SAM
3753
Shikiar Asset Management
New York
$587K -$191K -750 -24%
TCOO
3754
Trust Company of Oklahoma
Oklahoma
$586K – – –
BGAI
3755
Bruce G. Allen Investments
Colorado
$584K -$122K -480 -17%
KC
3756
Knuff & Co
California
$581K +$13.8K +54 +2%
Readystate Asset Management
3757
Readystate Asset Management
Illinois
$580K +$603K +2,366 New
BWA
3758
BlueChip Wealth Advisors
Georgia
$580K +$35.2K +138 +6%
BWM
3759
Brown Wealth Management
Illinois
$579K +$14K +55 +2%
WA
3760
WESPAC Advisors
California
$579K -$1.1M -4,324 -65%
VAF
3761
Values Added Financial
District of Columbia
$578K +$125K +490 +26%
BWP
3762
Bernardo Wealth Planning
Pennsylvania
$577K +$19.6K +77 +3%
PCM
3763
Prospera Capital Management
Arizona
$575K +$598K +2,346 New
WW
3764
Westshore Wealth
California
$575K -$19.1K -75 -3%
PS
3765
Planned Solutions
California
$575K – – –
IPW
3766
Intergy Private Wealth
Colorado
$574K -$236K -926 -28%
FA
3767
Fedenia Advisers
Wisconsin
$573K +$106K +416 +22%
RIA
3768
Richwood Investment Advisors
Ohio
$573K +$31.4K +123 +6%
NWA
3769
New World Advisors
Massachusetts
$572K +$53.5K +210 +10%
Roble Belko & Company
3770
Roble Belko & Company
Pennsylvania
$572K +$11.7K +46 +2%
MM
3771
MQS Management
New York
$572K +$594K +2,331 New
PWM
3772
Palacios Wealth Management
Florida
$572K -$510 -2 -0.1%
CCC
3773
Compass Capital Corp
Massachusetts
$571K -$111K -434 -15%
FPW
3774
Flywheel Private Wealth
California
$571K -$25.5K -100 -4%
SIS
3775
Strategic Investment Solutions
Illinois
$569K +$81.3K +319 +16%