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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
3976
Heritage Family Offices
Arizona
$705K +$514K +1,694 +241%
BHWM
3977
Beaird Harris Wealth Management
Texas
$705K +$48.3K +159 +7%
FCM
3978
Family Capital Management
Michigan
$705K +$76.5K +252 +12%
TS
3979
Tamar Securities
California
$704K +$19.7K +65 +3%
WAM
3980
Worth Asset Management
Texas
$703K +$144K +474 +25%
TCM
3981
Tuttle Capital Management
Connecticut
$703K
WCM
3982
Wallace Capital Management
Texas
$703K -$9.11K -30 -1%
BCM
3983
Boreal Capital Management
Florida
$703K -$64.3K -212 -8%
BWCS
3984
Beirne Wealth Consulting Services
Connecticut
$702K +$1.21K +4 +0.2%
PWA
3985
Physician Wealth Advisors
Utah
$702K +$4.86K +16 +0.7%
WWA
3986
Wisconsin Wealth Advisors
Wisconsin
$701K +$24K +79 +3%
APWA
3987
Atlas Private Wealth Advisors
New Jersey
$701K -$10.3K -34 -1%
FF
3988
Friday Financial
Iowa
$700K +$3.94K +13 +0.5%
CFP
3989
Cypress Financial Planning
New Jersey
$700K +$22.5K +74 +3%
PCMM
3990
Piedmont Capital Management (Montana)
Montana
$698K
LCA
3991
Legend Capital Advisors
New York
$698K
BW
3992
Basepoint Wealth
Iowa
$698K -$12.7K -42 -2%
TCMP
3993
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K -$53.7K -177 -7%
AWP
3994
Avid Wealth Partners
Texas
$695K +$79.2K +261 +12%
CPW
3995
Catalyst Private Wealth
California
$694K +$17.3K +57 +2%
SCM
3996
Stonebridge Capital Management
California
$694K +$716K +2,360 New
EWA
3997
Emergent Wealth Advisors
New York
$694K +$51K +168 +8%
Betterment LLC
3998
Betterment LLC
New York
$693K +$10.3K +34 +1%
DHC
3999
Drum Hill Capital
Connecticut
$692K
LSA
4000
Lansing Street Advisors
Pennsylvania
$691K -$70.7K -233 -9%