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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PCMNC
3976
Piedmont Capital Management (North Carolina)
North Carolina
$763K +$733K +2,368 New
FF
3977
Friday Financial
Iowa
$763K +$94.7K +306 +15%
TAM
3978
Tucker Asset Management
Colorado
$763K -$34.4K -111 -4%
SH
3979
SLT Holdings
Arizona
$763K +$152K +490 +26%
RFG
3980
REAP Financial Group
Texas
$762K +$146K +470 +25%
CWAF
3981
Core Wealth Advisors (Florida)
Florida
$760K -$1.24K -4 -0.2%
PCMM
3982
Piedmont Capital Management (Montana)
Montana
$759K +$8.98K +29 +1%
FPCG
3983
Forum Private Client Group
Indiana
$759K -$41.2K -133 -5%
KFS
3984
Kaizen Financial Strategies
California
$759K +$1.55K +5 +0.2%
SFG
3985
SNS Financial Group
Minnesota
$758K -$54.5K -176 -7%
DHC
3986
Drum Hill Capital
Connecticut
$758K +$39.3K +127 +6%
CWMGO
3987
Capstone Wealth Management Group (Oregon)
Oregon
$757K -$4.64K -15 -0.6%
BBA
3988
Braun-Bostich & Associates
Pennsylvania
$756K -$87K -281 -11%
SWM
3989
SFG Wealth Management
Maryland
$754K +$8.36K +27 +1%
TWA
3990
Tandem Wealth Advisors
Arizona
$753K +$124K +399 +21%
IPW
3991
Intergy Private Wealth
Colorado
$752K
CCA
3992
Corps Capital Advisors
Texas
$751K +$473K +1,529 +191%
TS
3993
Tamar Securities
California
$750K -$10.8K -35 -1%
CCMG
3994
Connecticut Capital Management Group
Connecticut
$750K +$720K +2,327 New
KIC
3995
Keating Investment Counselors
Florida
$749K -$3.1K -10 -0.4%
Betterment LLC
3996
Betterment LLC
New York
$748K +$97.5K +315 +16%
TLFA
3997
True Link Financial Advisors
California
$747K +$272K +878 +61%
LWA
3998
Legacy Wealth Advisors
Florida
$747K +$717K +2,317 New
KFS
3999
Kurt F. Somerville
$745K -$25.4K -82 -3%
CFP
4000
Cypress Financial Planning
New Jersey
$745K +$265K +856 +59%