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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWMP
4026
Clarion Wealth Managment Partners
Virginia
$727K +$64.4K +208 +10%
DWML
4027
Decker Wealth Management LLC
Tennessee
$726K +$698K +2,254 New
SHF
4028
Safe Harbor Fiduciary
Florida
$726K +$698K +2,253 New
IGGA
4029
Iron Gate Global Advisors
Utah
$726K -$31.6K -102 -4%
MAM
4030
Mainsail Asset Management
Alabama
$725K -$495K -1,599 -42%
MCM
4031
M1 Capital Management
Michigan
$724K +$619 +2 +0.1%
SM
4032
Sensible Money
Arizona
$724K +$2.79K +9 +0.4%
WP
4033
Waycross Partners
Kentucky
$724K
SFPG
4034
Stonebridge Financial Planning Group
Florida
$723K -$24.1K -78 -3%
AIA
4035
Arbor Investment Advisors
North Carolina
$722K
AS
4036
Altshuler Shaham
Israel
$722K -$235K -760 -25%
BHWM
4037
Beaird Harris Wealth Management
Texas
$721K -$9.29K -30 -1%
BAG
4038
Bauman Advisory Group
Nevada
$721K +$693K +2,237 New
WCM
4039
Wealthcare Capital Management
Virginia
$718K
UFF
4040
USA Financial Formulas
Michigan
$717K -$505K -1,631 -42%
Axa
4041
Axa
France
$717K -$219K -708 -24%
VF
4042
Virtu Financial
New York
$716K -$645K -2,083 -48%
EA
4043
Efficient Advisors
Ohio
$713K
MFS
4044
McNamara Financial Services
Massachusetts
$713K +$10.2K +33 +2%
WA
4045
Waterford Advisors
New York
$713K
CC
4046
Clearwave Capital
California
$712K +$684K +2,208 New
CYG
4047
Clean Yield Group
Vermont
$711K +$45.8K +148 +7%
PGWM
4048
Pitti Group Wealth Management
New York
$711K +$1.86K +6 +0.3%
SCA
4049
Southern Capital Advisors
Tennessee
$711K +$310 +1 +0%
IFO
4050
Independent Family Office
New York
$709K