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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VF
4051
Virtu Financial
New York
$716K -$645K -2,083 -48%
EA
4052
Efficient Advisors
Ohio
$713K – – –
MFS
4053
McNamara Financial Services
Massachusetts
$713K +$10.2K +33 +2%
WA
4054
Waterford Advisors
New York
$713K – – –
CC
4055
Clearwave Capital
California
$712K +$684K +2,208 New
CYG
4056
Clean Yield Group
Vermont
$711K +$45.8K +148 +7%
PGWM
4057
Pitti Group Wealth Management
New York
$711K +$1.86K +6 +0.3%
SCA
4058
Southern Capital Advisors
Tennessee
$711K +$310 +1 +0%
IFO
4059
Independent Family Office
New York
$709K – – –
HIF
4060
Hill Island Financial
Michigan
$709K +$4.95K +16 +0.7%
PI
4061
Pachira Investments
California
$709K +$299K +966 +78%
EWA
4062
Emergent Wealth Advisors
New York
$706K +$154K +496 +29%
RWRC
4063
R.W. Roge & Company
New York
$706K +$31.9K +103 +5%
RP
4064
Riverwater Partners
Wisconsin
$706K +$3.71K +12 +0.6%
CRIG
4065
Charter Research & Investment Group
Connecticut
$704K -$190K -615 -22%
VFP
4066
Vilga Financial Planning
New Jersey
$703K +$675K +2,181 New
DWM
4067
Darwin Wealth Management
Florida
$703K -$2.79K -9 -0.4%
AWP
4068
Axis Wealth Partners
Rhode Island
$701K -$10.2K -33 -1%
IVP
4069
Intrinsic Value Partners
Arizona
$701K – – –
BIA
4070
Bell Investment Advisors
California
$701K +$57.9K +187 +9%
AF
4071
ASL Financial
California
$701K +$673K +2,174 New
Acorns Advisers
4072
Acorns Advisers
California
$699K +$91K +294 +16%
BWS
4073
Broadway Wealth Solutions
Texas
$698K -$5.57K -18 -0.8%
Soros Fund Management
4074
Soros Fund Management
New York
$698K +$670K +2,165 New
RSF
4075
Rik Saylor Financial
Ohio
$696K +$929 +3 +0.1%