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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
3801
My Personal CFO LLC
Washington
$922K +$335K +1,082 +61%
TA
3802
TCM Advisors
West Virginia
$921K – – –
B
3803
Bayban
Minnesota
$921K +$885K +2,858 New
AT
3804
Arlington Trust
Alabama
$920K -$3.26M -10,528 -79%
Balentine LLC
3805
Balentine LLC
Georgia
$919K +$19.8K +64 +2%
CTWM
3806
Cherry Tree Wealth Management
Minnesota
$918K -$21.7K -70 -2%
MWP
3807
Meridian Wealth Partners
Pennsylvania
$916K -$39K -126 -4%
HCP
3808
Holt Capital Partners
Texas
$916K +$31K +100 +4%
MPIA
3809
Milestones Private Investment Advisors
New York
$912K – – –
LFA
3810
Level Financial Advisors
New York
$912K -$4.95K -16 -0.6%
B
3811
Bensler
Washington
$911K +$6.19K +20 +0.7%
A
3812
AlphaQuest
New York
$907K -$1.97M -6,355 -69%
IWP
3813
Insight Wealth Partners
Texas
$907K +$41.5K +134 +5%
Harvest Fund Management
3814
Harvest Fund Management
China
$906K +$929 +3 +0.1%
KWM
3815
KW Wealth Management
California
$905K +$81.7K +264 +10%
DCBT
3816
Dakota Community Bank & Trust
North Dakota
$902K +$14.2K +46 +2%
BAM
3817
Broyhill Asset Management
North Carolina
$900K – – –
CWA
3818
Centerline Wealth Advisors
Kentucky
$897K +$310 +1 +0%
PC
3819
PCB Capital
New Jersey
$897K +$862K +2,784 New
SCM
3820
Stevens Capital Management
Pennsylvania
$896K -$753K -2,432 -47%
FFWM
3821
Future Financial Wealth Management
Ohio
$895K -$9.29K -30 -1%
GB
3822
Goepper Burkhardt
South Carolina
$893K +$37.8K +122 +5%
API
3823
Asset Planning Inc
California
$892K +$73.1K +236 +9%
HI
3824
Harrington Investments
California
$891K -$15.5K -50 -2%
IA
3825
Inspire Advisors
Idaho
$889K +$8.67K +28 +1%