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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4226
Concentrum Wealth Management
California
$406K +$35.1K +118 +10%
KFG
4227
Kelly Financial Group
Connecticut
$406K – – –
WPW
4228
Warther Private Wealth
Ohio
$405K -$254K -854 -40%
CPA
4229
Cathy Pareto & Associates
Florida
$404K +$7.43K +25 +2%
LCM
4230
Laurion Capital Management
New York
$402K +$379K +1,276 New
FWM
4231
FMB Wealth Management
California
$402K +$2.08K +7 +0.6%
VWM
4232
Verus Wealth Management
Wisconsin
$402K -$595 -2 -0.2%
Eagle Capital Management (New York)
4233
Eagle Capital Management (New York)
New York
$402K +$48.8K +164 +15%
MFGP
4234
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K +$16.7K +56 +5%
OTL
4235
Oak Thistle LLC
New York
$400K +$377K +1,268 New
GWA
4236
Geometric Wealth Advisors
District of Columbia
$399K -$7.43K -25 -2%
LGW
4237
Leslie Global Wealth
Illinois
$399K +$2.38K +8 +0.6%
LA
4238
Lakeside Advisors
Washington
$399K -$29.7K -100 -7%
RCM
4239
Richardson Capital Management
Wisconsin
$398K – – –
VPWA
4240
Vestia Personal Wealth Advisors
Indiana
$398K +$85.7K +288 +30%
MLFP
4241
MPS Loria Financial Planners
Illinois
$397K +$595 +2 +0.2%
AP
4242
Aspect Partners
Virginia
$396K – – –
AAS
4243
AdviceOne Advisory Services
Connecticut
$396K +$99K +333 +36%
CWA
4244
Clarus Wealth Advisors
Arizona
$396K -$26.2K -88 -6%
EW
4245
Enzi Wealth
Texas
$396K +$9.81K +33 +3%
BIA
4246
Barry Investment Advisors
Massachusetts
$395K +$373K +1,254 New
CA
4247
Crane Advisory
California
$394K – – –
B
4248
Bellecapital
Switzerland
$394K -$3.87K -13 -1%
AWA
4249
Adapt Wealth Advisors
Georgia
$393K +$370K +1,245 New
M1FG
4250
Mach-1 Financial Group
Arkansas
$392K -$4.08M -13,707 -92%