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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
4101
MontVue Capital Management
Virginia
$378K – – –
AWA
4102
AmeriServ Wealth Advisors
Pennsylvania
$378K -$132K -519 -25%
NCFG
4103
New Century Financial Group
New Jersey
$378K -$1.21M -4,751 -76%
VIM
4104
VELA Investment Management
Ohio
$377K – – –
LFS
4105
Lutz Financial Services
Nebraska
$375K -$11K -43 -3%
ACA
4106
Ascension Capital Advisors
Texas
$373K – – –
YCG
4107
Yeomans Consulting Group
Georgia
$372K +$13.3K +52 +4%
BFS
4108
Baskin Financial Services
Ontario, Canada
$372K -$34.7K -136 -8%
ACM
4109
Avalon Capital Management
California
$372K – – –
HGA
4110
Hobbs Group Advisors
South Carolina
$371K -$1.53K -6 -0.4%
Index Fund Advisors
4111
Index Fund Advisors
California
$371K -$349K -1,368 -48%
Barings
4112
Barings
North Carolina
$371K -$81.1K -318 -17%
SFMG
4113
Sage Financial Management Group
Virginia
$370K – – –
MWA
4114
Muirfield Wealth Advisors
North Carolina
$370K +$3.57K +14 +0.9%
CWM
4115
ClientFirst Wealth Management
Arkansas
$369K – – –
RCI
4116
RS Crum Inc
California
$369K -$765 -3 -0.2%
MGIA
4117
Matthew Goff Investment Advisor
Texas
$369K -$34.9K -137 -8%
HC
4118
Hendley & Co
Ohio
$368K +$382K +1,500 New
CC
4119
Colrain Capital
Massachusetts
$368K – – –
HP
4120
Highlander Partners
Texas
$368K – – –
MGWA
4121
Monument Group Wealth Advisors
Massachusetts
$368K – – –
BWM
4122
Boyd Wealth Management
California
$367K – – –
MAM
4123
Mainsail Asset Management
Alabama
$367K +$26.5K +104 +7%
SWM
4124
Seed Wealth Management
Illinois
$367K – – –
PRI
4125
Prepared Retirement Institute
Pennsylvania
$367K -$104K -409 -21%