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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OA
3851
Oceanside Advisors
South Carolina
$658K -$47.6K -160 -7%
GC
3852
Guidance Capital
Kentucky
$657K – – –
XPN
3853
XY Planning Network
Montana
$656K – – –
VBFG
3854
Vishria Bird Financial Group
Tennessee
$655K +$48.2K +162 +8%
IPWA
3855
International Private Wealth Advisors
California
$654K +$172K +580 +39%
MBI
3856
May Barnhard Investments
Maryland
$653K +$297 +1 +0%
SC
3857
SummitTX Capital
Texas
$653K -$9.22K -31 -1%
SWMG
3858
Signature Wealth Management Group
Georgia
$651K +$297 +1 +0%
CCIA
3859
Cherry Creek Investment Advisors
Colorado
$650K +$2.97K +10 +0.5%
SFFS
3860
Stonehage Fleming Financial Services
Jersey
$650K – – –
FF
3861
Friday Financial
Iowa
$650K -$6.25K -21 -1%
BMCM
3862
Burns Matteson Capital Management
New York
$650K +$1.19K +4 +0.2%
CYG
3863
Clean Yield Group
Vermont
$650K +$31.5K +106 +5%
LAM
3864
Lakewood Asset Management
Illinois
$650K +$29.7K +100 +5%
ACM
3865
Ascent Capital Management
Oregon
$649K +$15.2K +51 +3%
WAN
3866
Wealth Advisors Northwest
Oregon
$649K +$1.49K +5 +0.2%
RA
3867
Riverstone Advisors
Texas
$648K +$21.4K +72 +4%
BWA
3868
Bestgate Wealth Advisors
Maryland
$647K – – –
CWMP
3869
Clarion Wealth Managment Partners
Virginia
$646K +$10.4K +35 +2%
CFO
3870
Capitol Family Office
Oregon
$645K +$3.87K +13 +0.6%
IDA
3871
Intelligence Driven Advisers
California
$645K +$1.19K +4 +0.2%
BIG
3872
Builder Investment Group
Georgia
$645K – – –
RWMG
3873
Redwood Wealth Management Group
New Jersey
$644K +$297 +1 +0%
TBWA
3874
Three Bridge Wealth Advisors
California
$643K -$281K -944 -32%
GT
3875
GreatBanc Trust
Illinois
$642K +$605K +2,034 New