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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
4026
Connecticut Capital Management Group
Connecticut
$680K -$4.55K -15 -0.6%
OIS
4027
OneAscent Investment Solutions
Alabama
$679K -$221K -728 -24%
VAF
4028
Values Added Financial
District of Columbia
$679K -$303 -1 -0%
AIS
4029
American Investment Services
Massachusetts
$677K – – –
SNS Financial Group
4030
SNS Financial Group
Minnesota
$676K -$16.1K -53 -2%
OCG
4031
Opus Capital Group
Ohio
$676K -$1.82K -6 -0.3%
RC
4032
Rexford Capital
Texas
$675K +$56.1K +185 +9%
DF
4033
Dunhill Financial
United Kingdom
$674K +$966K +3,182 +174%
4A
4034
4Wealth Advisors
Illinois
$674K +$24.9K +82 +4%
Blackstone Inc
4035
Blackstone Inc
New York
$673K -$3.75M -12,367 -84%
PI
4036
Pachira Investments
California
$673K +$26.7K +88 +4%
SIMC
4037
Squire Investment Management Company
Utah
$672K -$4.55K -15 -0.7%
BBA
4038
Braun-Bostich & Associates
Pennsylvania
$672K -$18.8K -62 -3%
KC
4039
Knuff & Co
California
$671K -$26.4K -87 -4%
BWS
4040
Broadway Wealth Solutions
Texas
$671K +$34.6K +114 +5%
FGI
4041
Foresight Global Investors
New York
$670K – – –
RSWA
4042
Robinson Smith Wealth Advisors
Maine
$670K – – –
CGH
4043
CMG Global Holdings
Texas
$670K -$5.16K -17 -0.7%
GWA
4044
Gratus Wealth Advisors
Virginia
$670K +$122K +403 +22%
EP
4045
Ehrenkranz Partners
New York
$667K -$57.4K -189 -8%
LBC
4046
Leigh Baldwin & Co
New York
$665K +$56.8K +187 +9%
CWMP
4047
Clarion Wealth Managment Partners
Virginia
$664K +$607 +2 +0.1%
CCM
4048
Carderock Capital Management
Maryland
$662K +$485K +1,597 +244%
MCM
4049
M1 Capital Management
Michigan
$661K – – –
WP
4050
Waycross Partners
Kentucky
$661K – – –