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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Sageworth Trust
4026
Sageworth Trust
Pennsylvania
$425K +$1.53K +6 +0.3%
AFGAS
4027
Allegiance Financial Group Advisory Services
Virginia
$425K +$69.6K +273 +19%
PWMG
4028
Private Wealth Management Group
New Jersey
$425K +$26K +102 +6%
LFA
4029
Level Financial Advisors
New York
$424K – – –
AMG
4030
Asset Management Group
Connecticut
$424K +$2.04K +8 +0.5%
BI
4031
Binnacle Investments
Iowa
$424K +$440K +1,727 New
GA
4032
Gordian Advisors
Arizona
$424K – – –
WFS
4033
Widmann Financial Services
Maryland
$422K – – –
DWA
4034
Delta Wealth Advisors
Indiana
$422K – – –
VBWMG
4035
Von Berge Wealth Management Group
California
$421K +$1.53K +6 +0.3%
BGA
4036
Battery Global Advisors
Massachusetts
$421K +$255 +1 +0.1%
TFA
4037
Toth Financial Advisory
Virginia
$421K – – –
GCWM
4038
Graham Capital Wealth Management
District of Columbia
$420K +$9.69K +38 +2%
KL
4039
KWMG LLC
Kansas
$420K +$4.33K +17 +1%
DC
4040
Defender Capital
North Carolina
$419K -$35.7K -140 -8%
NRW
4041
Nova R Wealth
Kansas
$418K +$63.5K +249 +17%
WAM
4042
Worth Asset Management
Texas
$418K -$16.6K -65 -4%
PWP
4043
Prasad Wealth Partners
Ohio
$418K +$50.7K +199 +13%
EWM
4044
Echo Wealth Management
Minnesota
$417K – – –
JGIA
4045
Jackson Grant Investment Advisers
Connecticut
$416K -$65.3K -256 -13%
IA
4046
IMZ Advisory
Florida
$415K -$22.9K -90 -5%
AFO
4047
Allie Family Office
Florida
$415K -$982K -3,850 -69%
MSF
4048
Mustard Seed Financial
Arkansas
$414K – – –
IFO
4049
Independent Family Office
New York
$412K – – –
LD
4050
Lipe & Dalton
New York
$409K -$34.4K -135 -8%