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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
3851
Vishria Bird Financial Group
Tennessee
$655K +$48.2K +162 +8%
IPWA
3852
International Private Wealth Advisors
California
$654K +$172K +580 +39%
MBI
3853
May Barnhard Investments
Maryland
$653K +$297 +1 +0%
SC
3854
SummitTX Capital
Texas
$653K -$9.22K -31 -1%
SWMG
3855
Signature Wealth Management Group
Georgia
$651K +$297 +1 +0%
CCIA
3856
Cherry Creek Investment Advisors
Colorado
$650K +$2.97K +10 +0.5%
SFFS
3857
Stonehage Fleming Financial Services
Jersey
$650K
FF
3858
Friday Financial
Iowa
$650K -$6.25K -21 -1%
BMCM
3859
Burns Matteson Capital Management
New York
$650K +$1.19K +4 +0.2%
CYG
3860
Clean Yield Group
Vermont
$650K +$31.5K +106 +5%
LAM
3861
Lakewood Asset Management
Illinois
$650K +$29.7K +100 +5%
ACM
3862
Ascent Capital Management
Oregon
$649K +$15.2K +51 +3%
WAN
3863
Wealth Advisors Northwest
Oregon
$649K +$1.49K +5 +0.2%
RA
3864
Riverstone Advisors
Texas
$648K +$21.4K +72 +4%
BWA
3865
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3866
Clarion Wealth Managment Partners
Virginia
$646K +$10.4K +35 +2%
CFO
3867
Capitol Family Office
Oregon
$645K +$3.87K +13 +0.6%
IDA
3868
Intelligence Driven Advisers
California
$645K +$1.19K +4 +0.2%
BIG
3869
Builder Investment Group
Georgia
$645K
RWMG
3870
Redwood Wealth Management Group
New Jersey
$644K +$297 +1 +0%
TBWA
3871
Three Bridge Wealth Advisors
California
$643K -$281K -944 -32%
GT
3872
GreatBanc Trust
Illinois
$642K +$605K +2,034 New
CMBA
3873
C.M. Bidwell & Associates
Hawaii
$640K -$26.8K -90 -4%
KC
3874
Kinloch Capital
Virginia
$640K -$1.49K -5 -0.2%
FWMM
3875
Foundation Wealth Management (Missouri)
Missouri
$639K +$7.73K +26 +1%