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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
3876
Braun-Bostich & Associates
Pennsylvania
$845K +$92.2K +297 +13%
CWM
3877
Cherrydale Wealth Management
New Jersey
$844K +$621 +2 +0.1%
PWA
3878
Physician Wealth Advisors
Utah
$842K +$58.4K +188 +8%
OWM
3879
OneAscent Wealth Management
Alabama
$842K +$9.94K +32 +1%
CIM
3880
Catalyst Investment Management
New Hampshire
$842K +$28.6K +92 +4%
WCM
3881
Wedge Capital Management
North Carolina
$841K -$75.5K -243 -9%
AIA
3882
Accelerate Investment Advisors
California
$840K -$2.48K -8 -0.3%
BL
3883
Balentine LLC
Georgia
$840K -$6.83K -22 -0.9%
CMTU
3884
Capital Markets Trading (UK)
United Kingdom
$839K +$796K +2,564 New
PCM
3885
Presidio Capital Management
California
$838K -$22K -71 -3%
AFWM
3886
AMJ Financial Wealth Management
Virginia
$838K
HBWM
3887
Hollow Brook Wealth Management
New York
$838K -$31.1K -100 -4%
VR
3888
Vision Retirement
New Jersey
$838K -$1.86K -6 -0.2%
CAM
3889
Claret Asset Management
Quebec, Canada
$837K -$25.8K -83 -3%
MWM
3890
Melfa Wealth Management
Massachusetts
$837K -$46.6K -150 -6%
SL
3891
StoryOne LLC
Kansas
$836K +$793K +2,555 New
LIP
3892
Lynch Investment Planning
Pennsylvania
$836K +$26.1K +84 +3%
DFS
3893
Dixon Fnancial Services
California
$836K
Betterment LLC
3894
Betterment LLC
New York
$835K +$60.2K +194 +8%
ETS
3895
ESL Trust Services
New York
$834K -$1.55K -5 -0.2%
SAM
3896
Shikiar Asset Management
New York
$834K
CFO
3897
Capitol Family Office
Oregon
$830K +$123K +395 +18%
IIWM
3898
Investment Insight Wealth Management
New York
$829K -$2.17K -7 -0.3%
TA
3899
TCM Advisors
West Virginia
$828K
PSA
3900
Plum Street Advisors
Louisiana
$828K +$31.1K +100 +4%