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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3826
Broyhill Asset Management
North Carolina
$915K – – –
SIA
3827
Sovereign Investment Advisors
Arizona
$913K – – –
WCM
3828
Washburn Capital Management
Florida
$913K -$460K -1,482 -35%
IWP
3829
Insight Wealth Partners
Texas
$912K -$33.9K -109 -4%
RFA
3830
Reyes Financial Architecture
California
$908K -$4.04K -13 -0.5%
EBA
3831
Eagle Bay Advisors
New York
$907K +$8.7K +28 +1%
WFA
3832
WMG Financial Advisors
Tennessee
$907K -$35.1K -113 -4%
FSA
3833
Financial Security Advisor
Virginia
$907K +$13.7K +44 +2%
SAM
3834
Sherman Asset Management
California
$907K +$683K +2,200 +386%
CFGA
3835
Cambridge Financial Group (Arizona)
Arizona
$906K -$24.5K -79 -3%
AWM
3836
Allen Wealth Management
North Carolina
$906K -$31.1K -100 -3%
GB
3837
Goepper Burkhardt
South Carolina
$905K -$621 -2 -0.1%
CW
3838
Code Waechter
Florida
$900K -$22K -71 -3%
BFS
3839
Burkett Financial Services
South Carolina
$896K -$2.17K -7 -0.3%
GSIS
3840
Global Strategic Investment Solutions
Arizona
$895K +$16.5K +53 +2%
AWM
3841
Activest Wealth Management
Florida
$894K -$1.2M -3,856 -59%
BAM
3842
Burkett Asset Management
$894K -$82.3K -265 -9%
MPCL
3843
My Personal CFO LLC
Washington
$894K -$17.1K -55 -2%
Blackstone Inc
3844
Blackstone Inc
New York
$892K +$136K +437 +19%
PFG
3845
Prospect Financial Group
Virginia
$892K +$44.7K +144 +6%
RCA
3846
Riverview Capital Advisers
Massachusetts
$892K +$8.7K +28 +1%
EIM
3847
Essex Investment Management
Massachusetts
$891K – – –
SIM
3848
SSI Investment Management
California
$889K – – –
LRWM
3849
Lord & Richards Wealth Management
Colorado
$889K -$56.5K -182 -6%
SWM
3850
Stronghold Wealth Management
Florida
$889K -$19.9K -64 -2%