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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IVP
3826
Intrinsic Value Partners
Arizona
$686K -$2.97K -10 -0.5%
CCA
3827
Catalyst Capital Advisors
New York
$685K +$107K +359 +20%
SRWM
3828
Shira Ridge Wealth Management
California
$685K +$25K +84 +4%
Renaissance Technologies
3829
Renaissance Technologies
New York
$684K +$26.5K +89 +4%
AFS
3830
Anderson Financial Strategies
Ohio
$682K – – –
NC
3831
NovaPoint Capital
Georgia
$682K +$643K +2,161 New
RSF
3832
Rik Saylor Financial
Ohio
$680K +$1.49K +5 +0.2%
FPW
3833
Flywheel Private Wealth
California
$680K -$50.6K -170 -7%
GPW
3834
Genesis Private Wealth
Virginia
$680K +$1.19K +4 +0.2%
KFS
3835
Kelly Financial Services
Massachusetts
$680K -$28K -94 -4%
GCWM
3836
Graham Capital Wealth Management
District of Columbia
$679K – – –
AWA
3837
ARQ Wealth Advisors
Arizona
$678K +$639K +2,150 New
CCP
3838
Clarkston Capital Partners
Michigan
$676K – – –
GSCM
3839
Greenfield Seitz Capital Management
Texas
$672K -$5.65K -19 -0.9%
CFS
3840
CGC Financial Services
Oregon
$669K +$33.3K +112 +6%
CFG
3841
Compton Financial Group
Maryland
$666K +$4.16K +14 +0.7%
BCB
3842
Brian C. Broderick
$666K – – –
BA
3843
Brightwater Advisory
Florida
$664K -$30.6K -103 -5%
CSA
3844
Cornerstone Select Advisors
Missouri
$664K +$70.8K +238 +13%
MAM
3845
MMA Asset Management
Pennsylvania
$663K +$625K +2,102 New
AIM
3846
Arcadia Investment Management
Michigan
$662K – – –
SC
3847
Schoolcraft Capital
Colorado
$662K – – –
OFP
3848
OLIO Financial Planning
Virginia
$661K -$38.7K -130 -6%
JA
3849
JVL Associates
Michigan
$660K -$297 -1 -0%
RWRC
3850
R.W. Roge & Company
New York
$658K -$17.5K -59 -3%