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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
3776
Piedmont Capital Management (Montana)
Montana
$725K
PWA
3777
Physician Wealth Advisors
Utah
$724K +$122K +411 +22%
WW
3778
Westshore Wealth
California
$722K -$17.3K -58 -2%
Blackstone Inc
3779
Blackstone Inc
New York
$722K
MAP
3780
Moody Aldrich Partners
Massachusetts
$720K -$92.2K -310 -12%
FGI
3781
Foresight Global Investors
New York
$719K +$678K +2,278 New
WWA
3782
Wisconsin Wealth Advisors
Wisconsin
$718K +$18.7K +63 +3%
4A
3783
4Wealth Advisors
Illinois
$717K +$5.35K +18 +0.8%
SA
3784
Sonoma Allocations
California
$716K +$713K +2,398 New
BHWM
3785
Beaird Harris Wealth Management
Texas
$715K +$44K +148 +7%
RPGNY
3786
Retirement Planning Group (New York)
New York
$715K +$2.38K +8 +0.4%
ICM
3787
Intrepid Capital Management
Florida
$714K +$22.3K +75 +3%
PI
3788
Parkside Investments
Illinois
$709K -$28.3K -95 -4%
WP
3789
Waycross Partners
Kentucky
$709K
MCM
3790
M1 Capital Management
Michigan
$708K +$3.87K +13 +0.6%
AIA
3791
Arbor Investment Advisors
North Carolina
$707K -$194K -652 -23%
SM
3792
Sensible Money
Arizona
$706K
SFC
3793
Sprinkle Financial Consultants
Colorado
$705K +$5.35K +18 +0.8%
WCM
3794
Wealthcare Capital Management
Virginia
$703K +$440K +1,480 +198%
CGH
3795
CMG Global Holdings
Texas
$702K -$30.6K -103 -4%
KWA
3796
Kellett Wealth Advisors
Ohio
$702K +$7.73K +26 +1%
DHC
3797
Drum Hill Capital
Connecticut
$702K -$15.5K -52 -2%
EMAM
3798
Encompass More Asset Management
California
$701K -$20.5K -69 -3%
STB
3799
S&T Bank
Pennsylvania
$699K +$1.49K +5 +0.2%
EA
3800
Efficient Advisors
Ohio
$698K +$658K +2,214 New