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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IA
3976
IMZ Advisory
Florida
$768K +$12.7K +41 +2%
BWCS
3977
Beirne Wealth Consulting Services
Connecticut
$768K -$828K -2,674 -53%
PDM
3978
Penn Davis McFarland
Texas
$767K -$61.9K -200 -8%
LCA
3979
Legend Capital Advisors
New York
$765K +$735K +2,374 New
EWM
3980
Elevation Wealth Management
Minnesota
$765K +$735K +2,373 New
GGI
3981
Godsey & Gibb Inc
Virginia
$764K +$15.8K +51 +2%
JC
3982
Jacobs & Co
California
$764K -$15.5K -50 -2%
PWA
3983
Physician Wealth Advisors
Utah
$763K +$22.6K +73 +3%
KC
3984
Knuff & Co
California
$763K – – –
PCMNC
3985
Piedmont Capital Management (North Carolina)
North Carolina
$763K +$733K +2,368 New
FF
3986
Friday Financial
Iowa
$763K +$94.7K +306 +15%
TAM
3987
Tucker Asset Management
Colorado
$763K -$34.4K -111 -4%
SH
3988
SLT Holdings
Arizona
$763K +$152K +490 +26%
RFG
3989
REAP Financial Group
Texas
$762K +$146K +470 +25%
CWAF
3990
Core Wealth Advisors (Florida)
Florida
$760K -$1.24K -4 -0.2%
PCMM
3991
Piedmont Capital Management (Montana)
Montana
$759K +$8.98K +29 +1%
FPCG
3992
Forum Private Client Group
Indiana
$759K -$41.2K -133 -5%
KFS
3993
Kaizen Financial Strategies
California
$759K +$1.55K +5 +0.2%
SNS Financial Group
3994
SNS Financial Group
Minnesota
$758K -$54.5K -176 -7%
DHC
3995
Drum Hill Capital
Connecticut
$758K +$39.3K +127 +6%
CWMGO
3996
Capstone Wealth Management Group (Oregon)
Oregon
$757K -$4.64K -15 -0.6%
BBA
3997
Braun-Bostich & Associates
Pennsylvania
$756K -$87K -281 -11%
SWM
3998
SFG Wealth Management
Maryland
$754K +$8.36K +27 +1%
TWA
3999
Tandem Wealth Advisors
Arizona
$753K +$124K +399 +21%
IPW
4000
Intergy Private Wealth
Colorado
$752K – – –