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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
4126
Meeder Asset Management
Ohio
$361K +$193K +757 +106%
BWP
4127
BlueStem Wealth Partners
Minnesota
$360K +$7.9K +31 +2%
WWP
4128
Wise Wealth Partners
Arizona
$359K +$1.78K +7 +0.5%
EMC
4129
Everest Management Corp
California
$359K +$24.7K +97 +7%
RFN
4130
Redwood Financial Network
Ohio
$358K +$6.37K +25 +2%
HBS
4131
Howard Bailey Securities
Indiana
$358K -$1.3M -5,115 -78%
FA
4132
Freestate Advisors
Kansas
$358K +$255 +1 +0.1%
CPA
4133
Cathy Pareto & Associates
Florida
$358K -$2.04K -8 -0.5%
UFA
4134
Uptown Financial Advisors
Texas
$358K
DWS
4135
Dynamic Wealth Strategies
California
$358K +$2.8K +11 +0.8%
LF
4136
Lighthouse Financial
Florida
$357K +$2.04K +8 +0.6%
MPPW
4137
Mitchell & Pahl Private Wealth
Oklahoma
$356K
AWP
4138
Avid Wealth Partners
Texas
$356K +$67.3K +264 +22%
DP
4139
DDD Partners
Washington
$356K +$8.92K +35 +2%
GC
4140
Gibson Capital
Pennsylvania
$355K +$21.4K +84 +6%
TFA
4141
Tobias Financial Advisors
Florida
$354K
RK
4142
Rather & Kittrell
Tennessee
$354K +$8.16K +32 +2%
SCM
4143
Saxony Capital Management
Missouri
$353K +$64.8K +254 +21%
PWM
4144
Penobscot Wealth Management
Maine
$353K +$4.08K +16 +1%
W
4145
WorthPointe
California
$352K -$28.3K -111 -7%
C
4146
Covestor
United Kingdom
$351K -$15.3K -60 -4%
Eagle Capital Management (New York)
4147
Eagle Capital Management (New York)
New York
$351K +$81.6K +320 +29%
HWM
4148
Hobbs Wealth Management
Indiana
$350K +$1.53K +6 +0.4%
NEPPG
4149
New England Professional Planning Group
Rhode Island
$350K -$26.5K -104 -7%
CFP
4150
Cypress Financial Planning
New Jersey
$350K +$1.53K +6 +0.4%