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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
4001
Corps Capital Advisors
Texas
$751K +$473K +1,529 +191%
TS
4002
Tamar Securities
California
$750K -$10.8K -35 -1%
CCMG
4003
Connecticut Capital Management Group
Connecticut
$750K +$720K +2,327 New
KIC
4004
Keating Investment Counselors
Florida
$749K -$3.1K -10 -0.4%
Betterment LLC
4005
Betterment LLC
New York
$748K +$97.5K +315 +16%
TLFA
4006
True Link Financial Advisors
California
$747K +$272K +878 +61%
LWA
4007
Legacy Wealth Advisors
Florida
$747K +$717K +2,317 New
KFS
4008
Kurt F. Somerville
$745K -$25.4K -82 -3%
CFP
4009
Cypress Financial Planning
New Jersey
$745K +$265K +856 +59%
VAF
4010
Values Added Financial
District of Columbia
$744K -$310 -1 -0%
WWA
4011
Wisconsin Wealth Advisors
Wisconsin
$743K +$9.29K +30 +1%
OCG
4012
Opus Capital Group
Ohio
$743K -$150K -486 -17%
CPW
4013
Catalyst Private Wealth
California
$742K +$31.9K +103 +5%
AIS
4014
American Investment Services
Massachusetts
$742K -$166K -535 -19%
SIMC
4015
Squire Investment Management Company
Utah
$741K -$51.1K -165 -7%
KFP
4016
Kerr Financial Planning
California
$741K +$929 +3 +0.1%
SCI
4017
Silver Coast Investments
United States
$740K -$19.5K -63 -3%
BAMG
4018
Brand Asset Management Group
Missouri
$740K +$31.9K +103 +5%
STB
4019
S&T Bank
Pennsylvania
$739K +$24.5K +79 +4%
IWM
4020
Integris Wealth Management
California
$739K -$157K -506 -18%
4A
4021
4Wealth Advisors
Illinois
$739K +$5.88K +19 +0.8%
CIA
4022
Caerus Investment Advisors
Texas
$737K -$100K -323 -12%
RSWA
4023
Robinson Smith Wealth Advisors
Maine
$734K -$223K -720 -24%
FGI
4024
Foresight Global Investors
New York
$734K – – –
BGAI
4025
Bruce G. Allen Investments
Colorado
$733K -$46.8K -151 -6%