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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
3976
Rockbridge Capital Management
Virginia
$713K – – –
FA
3977
FDx Advisors
Illinois
$713K +$736K +2,425 New
IPW
3978
Intergy Private Wealth
Colorado
$713K +$27K +89 +4%
SH
3979
SLT Holdings
Arizona
$712K +$16.4K +54 +2%
LJCM
3980
Lee Johnson Capital Management
Texas
$711K -$6.62M -21,827 -90%
WWP
3981
Wise Wealth Partners
Arizona
$710K -$38.2K -126 -5%
PCMNC
3982
Piedmont Capital Management (North Carolina)
North Carolina
$710K +$14.3K +47 +2%
AR
3983
Altar Rock
New York
$709K +$156K +514 +27%
CRIG
3984
Charter Research & Investment Group
Connecticut
$708K +$66.8K +220 +10%
Arbor Investment Advisors
3985
Arbor Investment Advisors
North Carolina
$707K +$49.5K +163 +7%
HFO
3986
Heritage Family Offices
Arizona
$705K +$514K +1,694 +241%
Beaird Harris Wealth Management
3987
Beaird Harris Wealth Management
Texas
$705K +$48.3K +159 +7%
FCM
3988
Family Capital Management
Michigan
$705K +$76.5K +252 +12%
Tamar Securities
3989
Tamar Securities
California
$704K +$19.7K +65 +3%
WAM
3990
Worth Asset Management
Texas
$703K +$144K +474 +25%
TCM
3991
Tuttle Capital Management
Connecticut
$703K – – –
WCM
3992
Wallace Capital Management
Texas
$703K -$9.1K -30 -1%
BCM
3993
Boreal Capital Management
Florida
$703K -$64.3K -212 -8%
BWCS
3994
Beirne Wealth Consulting Services
Connecticut
$702K +$1.21K +4 +0.2%
Physician Wealth Advisors
3995
Physician Wealth Advisors
Utah
$702K +$4.86K +16 +0.7%
WWA
3996
Wisconsin Wealth Advisors
Wisconsin
$701K +$24K +79 +3%
APWA
3997
Atlas Private Wealth Advisors
New Jersey
$701K -$10.3K -34 -1%
FF
3998
Friday Financial
Iowa
$700K +$3.94K +13 +0.5%
CFP
3999
Cypress Financial Planning
New Jersey
$700K +$22.5K +74 +3%
PCMM
4000
Piedmont Capital Management (Montana)
Montana
$698K – – –