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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
3901
Smith & Howard Wealth Management
Georgia
$579K – – –
KFS
3902
Kurt F. Somerville
$578K – – –
KNFPWM
3903
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$578K +$2.55K +10 +0.5%
SIC
3904
SJS Investment Consulting
Ohio
$577K -$46.2K -181 -8%
SPA
3905
Sherbrooke Park Advisers
New York
$577K +$214K +838 +73%
SWIM
3906
Smallwood Wealth Investment Management
New Jersey
$577K +$5.61K +22 +1%
AWM
3907
Alterna Wealth Management
Texas
$575K -$9.44K -37 -2%
RA
3908
Riverstone Advisors
Texas
$574K +$26K +102 +5%
BIA
3909
Bell Investment Advisors
California
$574K +$61.2K +240 +14%
CWM
3910
Consultiva Wealth Management
Puerto Rico
$572K – – –
LWM
3911
Laidlaw Wealth Management
New York
$572K +$32.4K +127 +7%
RHJA
3912
Rice Hall James & Associates
California
$571K +$11.2K +44 +2%
Betterment LLC
3913
Betterment LLC
New York
$571K +$108K +425 +28%
WP
3914
Wealthspan Partners
Iowa
$570K +$25.5K +100 +5%
LFGO
3915
Legacy Financial Group (Oklahoma)
Oklahoma
$570K -$63K -247 -11%
KA
3916
Kearns & Associates
California
$568K – – –
LAM
3917
Lakewood Asset Management
Illinois
$568K -$1.53K -6 -0.3%
JFGLC
3918
Johnson Financial Group LLC (Colorado)
Colorado
$567K -$197K -772 -28%
SBWIC
3919
Schaper Benz & Wise Investment Counsel
Wisconsin
$567K -$62.8K -246 -11%
HFW
3920
Horizon Family Wealth
Illinois
$567K +$2.81K +11 +0.6%
SSW
3921
Smith Shellnut Wilson
Mississippi
$567K -$23.5K -92 -4%
CC
3922
Centiva Capital
New York
$566K -$1.29M -5,036 -72%
CYG
3923
Clean Yield Group
Vermont
$566K – – –
PWA
3924
Provenance Wealth Advisors
Florida
$564K -$408K -1,600 -45%
CWM
3925
CCG Wealth Management
California
$563K +$26.5K +104 +6%