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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
3851
Tandem Wealth Advisors
Arizona
$521K +$21.4K +84 +4%
HAM
3852
Hickory Asset Management
Ohio
$520K -$6.63K -26 -1%
TCM
3853
Tassel Capital Management
North Carolina
$519K -$171K -671 -24%
KFS
3854
Kelly Financial Services
Massachusetts
$518K +$43.1K +169 +9%
SRWM
3855
Shira Ridge Wealth Management
California
$518K +$17.6K +69 +3%
PCMM
3856
Piedmont Capital Management (Montana)
Montana
$518K -$2.29K -9 -0.4%
BCB
3857
Brian C. Broderick
$518K – – –
NC
3858
NovaPoint Capital
Georgia
$518K -$28.6K -112 -5%
CC
3859
Capital Counsel
New York
$517K +$140K +549 +35%
CFO
3860
Capitol Family Office
Oregon
$517K +$537K +2,108 New
SO
3861
Sierra Ocean
California
$517K +$59.4K +233 +12%
Catalyst Capital Advisors
3862
Catalyst Capital Advisors
New York
$517K +$167K +655 +45%
CFG
3863
Compton Financial Group
Maryland
$515K – – –
AIM
3864
Arcadia Investment Management
Michigan
$514K – – –
VFP
3865
Verus Financial Partners
Virginia
$513K +$74.2K +291 +15%
BWS
3866
Broadway Wealth Solutions
Texas
$511K -$105K -412 -17%
GAMC
3867
Garner Asset Management Corp
Texas
$510K -$30.1K -118 -5%
WHCI
3868
W.H. Cornerstone Investments
Massachusetts
$510K +$1.53K +6 +0.3%
IDA
3869
Intelligence Driven Advisers
California
$509K -$209K -821 -28%
GAA
3870
Global Assets Advisory
Florida
$508K -$276K -1,084 -33%
RWM
3871
Ruedi Wealth Management
Illinois
$507K +$255 +1 +0%
DQRIM
3872
Dale Q Rice Investment Management
Washington
$507K -$2.04K -8 -0.4%
CPW
3873
Catalyst Private Wealth
California
$507K +$2.8K +11 +0.5%
CWA
3874
Centennial Wealth Advisory
Michigan
$506K +$40.3K +158 +8%
CSA
3875
Cornerstone Select Advisors
Missouri
$506K +$8.92K +35 +2%