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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JIG
4151
Junk Investment Group
Maryland
$643K – – –
SPW
4152
Stillwater Private Wealth
Pennsylvania
$640K +$21.7K +70 +4%
ISFAN
4153
Investor's Fiduciary Advisor Network
Washington
$638K -$764K -2,461 -56%
TIM
4154
Thornburg Investment Management
New Mexico
$638K – – –
PWM
4155
Power Wealth Management
Georgia
$638K +$94.7K +305 +19%
BIG
4156
Builder Investment Group
Georgia
$637K – – –
SA
4157
Stewardship Advisors
Pennsylvania
$636K -$5.28K -17 -0.9%
MA
4158
MW Advisory
Georgia
$636K +$603K +1,942 New
SCFS
4159
Stewardship Concepts Financial Services
Washington
$634K -$2.79K -9 -0.5%
WI
4160
WBI Investments
New Jersey
$633K – – –
CFCS
4161
CDM Financial Counseling Services
Connecticut
$633K – – –
RWRC
4162
R.W. Roge & Company
New York
$633K -$75.2K -242 -11%
IVP
4163
Intrinsic Value Partners
Arizona
$632K -$31.1K -100 -5%
Axa
4164
Axa
France
$631K -$932 -3 -0.1%
WWM
4165
Wiser Wealth Management
Georgia
$629K +$89.4K +288 +18%
ESC
4166
Eurizon SLJ Capital
$629K – – –
CA
4167
CV Advisors
Florida
$628K +$373K +1,200 +167%
CA
4168
Cache Advisors
California
$627K +$74.8K +241 +14%
SFG
4169
Southern Financial Group
Alabama
$624K +$23.9K +77 +4%
RWA
4170
Reicon Wealth Advisors
Georgia
$624K +$200K +644 +51%
CWA
4171
CogentBlue Wealth Advisors
Tennessee
$624K +$19.6K +63 +3%
PCP
4172
Panoramic Capital Partners
Oregon
$623K -$175K -562 -23%
RFG
4173
REAP Financial Group
Texas
$623K -$23.6K -76 -4%
LAM
4174
LECAP Asset Management
United Kingdom
$623K -$745K -2,400 -56%
ASCM
4175
Adkins Seale Capital Management
Louisiana
$623K – – –