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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BA
3801
Brightwater Advisory
Florida
$640K -$48.5K -190 -8%
SO
3802
Sierra Ocean
California
$640K +$25.8K +101 +5%
SCA
3803
Southern Capital Advisors
Tennessee
$639K +$510 +2 +0.1%
RP
3804
Riverwater Partners
Wisconsin
$638K +$61K +239 +12%
SCM
3805
Stonebridge Capital Management
California
$638K +$306K +1,200 +120%
IFO
3806
Independent Family Office
New York
$638K +$133K +520 +31%
KWA
3807
Kellett Wealth Advisors
Ohio
$637K +$143K +562 +34%
HIF
3808
Hill Island Financial
Michigan
$635K +$559K +2,191 New
ICM
3809
Intrepid Capital Management
Florida
$635K +$16.6K +65 +3%
IVP
3810
Intrinsic Value Partners
Arizona
$634K +$4.08K +16 +0.7%
LIA
3811
Luken Investment Analytics
Tennessee
$633K – – –
Vanguard Capital Wealth Advisors
3812
Vanguard Capital Wealth Advisors
Colorado
$633K -$125K -489 -18%
GC
3813
Guidance Capital
Kentucky
$633K – – –
MFS
3814
McNamara Financial Services
Massachusetts
$632K – – –
FWM
3815
FSA Wealth Management
Massachusetts
$632K +$1.28K +5 +0.2%
FPCG
3816
Forum Private Client Group
Indiana
$631K +$13.3K +52 +2%
SCA
3817
Sage Capital Advisors
South Dakota
$631K +$38K +149 +7%
HAM
3818
Hickory Asset Management
Ohio
$630K +$13.3K +52 +2%
TE
3819
Tema ETFs
New York
$630K +$555K +2,173 New
DWM
3820
Darwin Wealth Management
Florida
$629K +$386K +1,513 +230%
T
3821
Tableaux
Massachusetts
$628K – – –
AFS
3822
Anderson Financial Strategies
Ohio
$627K – – –
TPWA
3823
Twin Peaks Wealth Advisors
California
$627K -$54.1K -212 -9%
CP
3824
Castleview Partners
Texas
$626K +$87.5K +343 +19%
BAMG
3825
Brand Asset Management Group
Missouri
$626K -$79.9K -313 -13%