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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FWMM
4176
Foundation Wealth Management (Missouri)
Missouri
$558K -$25.5K -84 -4%
HIS
4177
Horizon Investment Services
Indiana
$557K +$303 +1 +0.1%
RIM
4178
Rockbridge Investment Management
New York
$557K +$70.7K +233 +14%
ICM
4179
Intrepid Capital Management
Florida
$557K – – –
EF
4180
Exeter Financial
Arizona
$556K +$303 +1 +0.1%
LFGO
4181
Legacy Financial Group (Oklahoma)
Oklahoma
$555K -$14K -46 -2%
GAFA
4182
Garton & Associates Financial Advisors
Kentucky
$555K -$1.69M -5,573 -75%
HWM
4183
HFR Wealth Management
New York
$555K -$1.21K -4 -0.2%
WA
4184
Walsh & Associates
Florida
$555K -$13.7K -45 -2%
HA
4185
Hegarty Advisors
New York
$554K – – –
SWM
4186
Selective Wealth Management
Virginia
$553K +$1.21K +4 +0.2%
GT
4187
GreatBanc Trust
Illinois
$551K -$6.07K -20 -1%
CWM
4188
Consultiva Wealth Management
Puerto Rico
$551K – – –
Cooke & Bieler
4189
Cooke & Bieler
Pennsylvania
$551K – – –
TBWA
4190
Three Bridge Wealth Advisors
California
$550K -$51.6K -170 -8%
RFP
4191
Roth Financial Partners
Texas
$549K -$2.73K -9 -0.5%
2WWM
4192
21 West Wealth Management
California
$549K – – –
LWA
4193
LifeGoal Wealth Advisors
New York
$549K +$142K +468 +34%
TCM
4194
Tradewinds Capital Management
Washington
$549K +$2.43K +8 +0.4%
WHCI
4195
W.H. Cornerstone Investments
Massachusetts
$548K +$910 +3 +0.2%
OPWM
4196
Oxinas Partners Wealth Management
Indiana
$548K +$607 +2 +0.1%
1L
4197
10Elms LLP
Oklahoma
$548K +$535K +1,764 +1,764%
GC
4198
Guilbault Capital
Louisiana
$548K -$16.7K -55 -3%
AMG
4199
Asset Management Group
Connecticut
$548K +$38.2K +126 +7%
AM
4200
Atwater Malick
Pennsylvania
$547K -$5.77K -19 -1%