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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
3801
Encompass More Asset Management
California
$701K -$20.5K -69 -3%
STB
3802
S&T Bank
Pennsylvania
$699K +$1.49K +5 +0.2%
EA
3803
Efficient Advisors
Ohio
$698K +$658K +2,214 New
WA
3804
Waterford Advisors
New York
$698K -$1.09M -3,663 -62%
RAS
3805
RPS Advisory Solutions
Kentucky
$697K +$36.9K +124 +6%
AWP
3806
Axis Wealth Partners
Rhode Island
$697K +$25.9K +87 +4%
AR
3807
Apeiron RIA
Texas
$696K +$37.8K +127 +6%
SCA
3808
Southern Capital Advisors
Tennessee
$696K +$297 +1 +0%
TPWA
3809
Twin Peaks Wealth Advisors
California
$695K +$19K +64 +3%
PGWM
3810
Pitti Group Wealth Management
New York
$695K -$95.8K -322 -13%
WI
3811
Wedgewood Investors
Pennsylvania
$695K -$7.43K -25 -1%
IFO
3812
Independent Family Office
New York
$694K – – –
CPW
3813
Catalyst Private Wealth
California
$694K +$27.7K +93 +4%
SM
3814
Stonegate Management
Illinois
$694K +$654K +2,200 New
BAMG
3815
Brand Asset Management Group
Missouri
$692K +$10.4K +35 +2%
DWM
3816
Darwin Wealth Management
Florida
$691K +$5.65K +19 +0.9%
RC
3817
Rexford Capital
Texas
$690K +$9.81K +33 +2%
Vanguard Capital Wealth Advisors
3818
Vanguard Capital Wealth Advisors
Colorado
$690K +$892 +3 +0.1%
LIA
3819
Luken Investment Analytics
Tennessee
$689K – – –
BWS
3820
Broadway Wealth Solutions
Texas
$689K -$38.7K -130 -6%
HIF
3821
Hill Island Financial
Michigan
$689K -$2.08K -7 -0.3%
BBWP
3822
Beacon Bridge Wealth Partners
Pennsylvania
$689K +$19.3K +65 +3%
MFS
3823
McNamara Financial Services
Massachusetts
$688K – – –
RP
3824
Riverwater Partners
Wisconsin
$687K -$7.14K -24 -1%
BWM
3825
BCS Wealth Management
Tennessee
$686K -$262K -880 -29%