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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
3801
Waterford Advisors
New York
$698K -$1.09M -3,663 -62%
RAS
3802
RPS Advisory Solutions
Kentucky
$697K +$36.9K +124 +6%
AWP
3803
Axis Wealth Partners
Rhode Island
$697K +$25.9K +87 +4%
AR
3804
Apeiron RIA
Texas
$696K +$37.8K +127 +6%
SCA
3805
Southern Capital Advisors
Tennessee
$696K +$297 +1 +0%
TPWA
3806
Twin Peaks Wealth Advisors
California
$695K +$19K +64 +3%
PGWM
3807
Pitti Group Wealth Management
New York
$695K -$95.8K -322 -13%
WI
3808
Wedgewood Investors
Pennsylvania
$695K -$7.43K -25 -1%
IFO
3809
Independent Family Office
New York
$694K
CPW
3810
Catalyst Private Wealth
California
$694K +$27.7K +93 +4%
SM
3811
Stonegate Management
Illinois
$694K +$654K +2,200 New
BAMG
3812
Brand Asset Management Group
Missouri
$692K +$10.4K +35 +2%
DWM
3813
Darwin Wealth Management
Florida
$691K +$5.65K +19 +0.9%
RC
3814
Rexford Capital
Texas
$690K +$9.81K +33 +2%
Vanguard Capital Wealth Advisors
3815
Vanguard Capital Wealth Advisors
Colorado
$690K +$892 +3 +0.1%
LIA
3816
Luken Investment Analytics
Tennessee
$689K
BWS
3817
Broadway Wealth Solutions
Texas
$689K -$38.7K -130 -6%
HIF
3818
Hill Island Financial
Michigan
$689K -$2.08K -7 -0.3%
BBWP
3819
Beacon Bridge Wealth Partners
Pennsylvania
$689K +$19.3K +65 +3%
MFS
3820
McNamara Financial Services
Massachusetts
$688K
RP
3821
Riverwater Partners
Wisconsin
$687K -$7.14K -24 -1%
BWM
3822
BCS Wealth Management
Tennessee
$686K -$262K -880 -29%
IVP
3823
Intrinsic Value Partners
Arizona
$686K -$2.97K -10 -0.5%
CCA
3824
Catalyst Capital Advisors
New York
$685K +$107K +359 +20%
SRWM
3825
Shira Ridge Wealth Management
California
$685K +$25K +84 +4%