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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Horizon Kinetics Asset Management
4176
Horizon Kinetics Asset Management
New York
$609K -$41.5K -134 -7%
HWM
4177
HFR Wealth Management
New York
$609K – – –
EF
4178
Exeter Financial
Arizona
$608K +$310 +1 +0.1%
WA
4179
WESPAC Advisors
California
$607K -$37.8K -122 -6%
HA
4180
Hegarty Advisors
New York
$607K +$583K +1,883 New
BC
4181
Broadwater Capital
Massachusetts
$606K – – –
AM
4182
Atwater Malick
Pennsylvania
$606K +$5.88K +19 +1%
RFP
4183
Roth Financial Partners
Texas
$605K – – –
GWA
4184
Gratus Wealth Advisors
Virginia
$604K +$619 +2 +0.1%
CWM
4185
Consultiva Wealth Management
Puerto Rico
$604K -$31K -100 -5%
Cooke & Bieler
4186
Cooke & Bieler
Pennsylvania
$603K -$1.12M -3,603 -66%
EA
4187
Echo45 Advisors
California
$603K +$8.67K +28 +2%
CFCS
4188
CDM Financial Counseling Services
Connecticut
$603K +$579K +1,870 New
RK
4189
Rather & Kittrell
Tennessee
$602K -$18.6K -60 -3%
NFTC
4190
North Forty Two & Co
Oregon
$602K -$471K -1,520 -45%
2WWM
4191
21 West Wealth Management
California
$602K – – –
DWAM
4192
Duncan Williams Asset Management
Tennessee
$601K +$2.17K +7 +0.4%
NWMP
4193
Noble Wealth Management PBC
Colorado
$601K -$8.36K -27 -1%
OPWM
4194
Oxinas Partners Wealth Management
Indiana
$600K +$619 +2 +0.1%
WHCI
4195
W.H. Cornerstone Investments
Massachusetts
$600K +$3.41K +11 +0.6%
DFA
4196
DHJJ Financial Advisors
Illinois
$599K – – –
SGI
4197
Swan Global Investments
Colorado
$599K +$87.9K +284 +18%
TCM
4198
Tradewinds Capital Management
Washington
$598K -$10.8K -35 -2%
GFA
4199
Gladwyn Financial Advisors
Virginia
$597K +$2.48K +8 +0.4%
WBCM
4200
Wilson & Boucher Capital Management
California
$597K – – –