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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
3901
FOCUS Wealth Advisors
Texas
$271K
TFA
3902
Tobias Financial Advisors
Florida
$270K +$21.1K +100 +8%
SWA
3903
Strata Wealth Advisors
Texas
$270K +$16.2K +77 +6%
BF
3904
Brogan Financial
Tennessee
$269K +$20K +95 +8%
KCIC
3905
Kuhn & Co Investment Counsel
Illinois
$269K +$25.9K +123 +11%
VAM
3906
Verity Asset Management
North Carolina
$269K -$27.4K -130 -9%
UC
3907
Unio Capital
New Jersey
$268K
PSC
3908
Prentiss Smith & Co
Vermont
$268K
KFP
3909
Keystone Financial Planning
Ohio
$267K -$20.4K -97 -7%
HIS
3910
Horizon Investment Services
Indiana
$266K +$211 +1 +0.1%
SBCM
3911
Silverberg Bernstein Capital Management
New York
$264K -$41.1K -195 -13%
MLFP
3912
MPS Loria Financial Planners
Illinois
$264K -$83.6K -397 -24%
TFG
3913
Tilson Financial Group
New Jersey
$264K -$6.11K -29 -2%
Betterment LLC
3914
Betterment LLC
New York
$264K +$264K +1,252 New
SCA
3915
Scott Capital Advisors
Oregon
$264K -$8.85K -42 -3%
BBNB
3916
Baker Boyer National Bank
Washington
$263K -$3.79K -18 -1%
GCM
3917
G2 Capital Management
Ohio
$263K +$211 +1 +0.1%
AGDI
3918
Absolute Gestao de Investimentos
Brazil
$261K -$54.8K -260 -17%
HSWM
3919
Hubbell Strickland Wealth Management
Louisiana
$261K +$632 +3 +0.2%
CMP
3920
Coston McIsaac & Partners
Maine
$261K
OAJ
3921
Ogorek Anthony Joseph
New York
$261K +$13.1K +62 +5%
CPA
3922
Clear Point Advisors
New York
$261K +$421 +2 +0.2%
FWM
3923
FMB Wealth Management
California
$261K
WFP
3924
Wrenne Financial Planning
Kentucky
$260K +$34.8K +165 +15%
AP
3925
Aspect Partners
Virginia
$257K -$4.63K -22 -2%