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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
4076
MontVue Capital Management
Virginia
$369K +$94.1K +404 +36%
RCM
4077
Ridgepath Capital Management
Tennessee
$369K
ELM
4078
Elite Life Management
Florida
$369K +$4.42K +19 +1%
VIM
4079
VELA Investment Management
Ohio
$368K -$32.1K -138 -8%
CWA
4080
Continuum Wealth Advisors
New York
$368K +$56.6K +243 +19%
FSBI
4081
Fearless Solutions (Best Invest)
Texas
$367K +$357K +1,533 New
NEPPG
4082
New England Professional Planning Group
Rhode Island
$367K +$21K +90 +6%
SFS
4083
Sharp Financial Services
Pennsylvania
$367K -$35.9K -154 -9%
RHAM
4084
Round Hill Asset Management
California
$366K -$448K -1,925 -56%
R
4085
Rebalance
California
$366K
CWM
4086
CCG Wealth Management
California
$366K +$30.7K +132 +9%
HGERS
4087
Householder Group Estate & Retirement Specialist
Arizona
$365K -$1.41M -6,036 -80%
JWM
4088
JFG Wealth Management
Colorado
$365K +$233 +1 +0.1%
ACA
4089
Ascension Capital Advisors
Texas
$364K +$36.6K +157 +12%
HGA
4090
Hobbs Group Advisors
South Carolina
$364K -$6.06K -26 -2%
IW
4091
Instrumental Wealth
Florida
$364K +$56.1K +241 +21%
ACM
4092
Avalon Capital Management
California
$363K -$36.6K -157 -9%
ZAM
4093
Zevin Asset Management
Massachusetts
$362K -$38.7K -166 -10%
TWM
4094
Trevian Wealth Management
Massachusetts
$362K
RCI
4095
RS Crum Inc
California
$361K -$466 -2 -0.1%
SFMG
4096
Sage Financial Management Group
Virginia
$361K
PWP
4097
Prasad Wealth Partners
Ohio
$361K +$351K +1,505 New
CWM
4098
ClientFirst Wealth Management
Arkansas
$361K +$350K +1,504 New
GCL
4099
Gouws Capital LLC
North Carolina
$360K
HP
4100
Highlander Partners
Texas
$360K