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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RS
4076
R Squared
Hong Kong
$635K +$231K +761 +54%
TF
4077
Tenzing Financial
Virginia
$634K -$4.25K -14 -0.7%
T
4078
Tableaux
Massachusetts
$634K +$385K +1,267 +143%
PDM
4079
Penn Davis McFarland
Texas
$632K -$69.8K -230 -10%
SFPG
4080
Stonebridge Financial Planning Group
Florida
$631K -$30.3K -100 -4%
CCIA
4081
Cherry Creek Investment Advisors
Colorado
$631K +$5.77K +19 +0.9%
WA
4082
Waterford Advisors
New York
$628K
FPW
4083
Flywheel Private Wealth
California
$627K
IWM
4084
Integris Wealth Management
California
$626K -$50.1K -165 -7%
SMBT
4085
Southern Michigan Bank & Trust
Michigan
$625K +$645K +2,126 New
SIP
4086
Stoneridge Investment Partners
Pennsylvania
$622K +$642K +2,114 New
CWA
4087
Centennial Wealth Advisory
Michigan
$621K -$91.3K -301 -12%
KFS
4088
Kelly Financial Services
Massachusetts
$618K +$14.9K +49 +2%
PWA
4089
Peterson Wealth Advisors
Utah
$615K -$13.1K -43 -2%
LP
4090
LGL Partners
Pennsylvania
$615K
EMAM
4091
Encompass More Asset Management
California
$614K +$23.1K +76 +4%
GSCM
4092
Greenfield Seitz Capital Management
Texas
$612K
Vanguard Capital Wealth Advisors
4093
Vanguard Capital Wealth Advisors
Colorado
$610K +$2.43K +8 +0.4%
WAN
4094
Wealth Advisors Northwest
Oregon
$609K +$1.82K +6 +0.3%
CIA
4095
Caerus Investment Advisors
Texas
$608K -$67.4K -222 -10%
SGI
4096
Swan Global Investments
Colorado
$607K +$62.5K +206 +11%
KWA
4097
Kondo Wealth Advisors
California
$607K +$214K +705 +52%
SWMG
4098
Signature Wealth Management Group
Georgia
$607K
IDA
4099
Intelligence Driven Advisers
California
$607K -$22.5K -74 -3%
SFFS
4100
Stonehage Fleming Financial Services
Jersey
$607K