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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
3901
Investors Research Corp
Georgia
$848K -$40.7K -131 -5%
IAA
3902
Ironsides Asset Advisors
North Carolina
$848K – – –
BBA
3903
Braun-Bostich & Associates
Pennsylvania
$845K +$92.2K +297 +13%
CWM
3904
Cherrydale Wealth Management
New Jersey
$844K +$621 +2 +0.1%
PWA
3905
Physician Wealth Advisors
Utah
$842K +$58.4K +188 +8%
OWM
3906
OneAscent Wealth Management
Alabama
$842K +$9.94K +32 +1%
CIM
3907
Catalyst Investment Management
New Hampshire
$842K +$28.6K +92 +4%
WCM
3908
Wedge Capital Management
North Carolina
$841K -$75.5K -243 -9%
AIA
3909
Accelerate Investment Advisors
California
$840K -$2.48K -8 -0.3%
BL
3910
Balentine LLC
Georgia
$840K -$6.83K -22 -0.9%
CMTU
3911
Capital Markets Trading (UK)
United Kingdom
$839K +$796K +2,564 New
PCM
3912
Presidio Capital Management
California
$838K -$22K -71 -3%
AFWM
3913
AMJ Financial Wealth Management
Virginia
$838K – – –
HBWM
3914
Hollow Brook Wealth Management
New York
$838K -$31.1K -100 -4%
VR
3915
Vision Retirement
New Jersey
$838K -$1.86K -6 -0.2%
CAM
3916
Claret Asset Management
Quebec, Canada
$837K -$25.8K -83 -3%
MWM
3917
Melfa Wealth Management
Massachusetts
$837K -$46.6K -150 -6%
SL
3918
StoryOne LLC
Kansas
$836K +$793K +2,555 New
LIP
3919
Lynch Investment Planning
Pennsylvania
$836K +$26.1K +84 +3%
DFS
3920
Dixon Fnancial Services
California
$836K – – –
Betterment LLC
3921
Betterment LLC
New York
$835K +$60.2K +194 +8%
ETS
3922
ESL Trust Services
New York
$834K -$1.55K -5 -0.2%
SAM
3923
Shikiar Asset Management
New York
$834K – – –
CFO
3924
Capitol Family Office
Oregon
$830K +$123K +395 +18%
IIWM
3925
Investment Insight Wealth Management
New York
$829K -$2.17K -7 -0.3%