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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CA
4301
CWC Advisors
Oregon
$487K +$1.82K +6 +0.4%
CapitalatWork SA
4302
CapitalatWork SA
$487K – – –
CWMGP
4303
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$487K -$7.89K -26 -2%
HIA
4304
HTG Investment Advisors
Connecticut
$486K -$31.9K -105 -6%
CFO
4305
Custos Family Office
Texas
$486K -$36.7K -121 -7%
PFA
4306
Presper Financial Architects
Ohio
$486K -$45.2K -149 -8%
FAN
4307
Financial Advisors Network
California
$485K -$39.8K -131 -7%
IPW
4308
IronBridge Private Wealth
Texas
$485K -$7.59K -25 -1%
GCA
4309
Genesee Capital Advisors
New York
$484K -$6.07K -20 -1%
PRI
4310
Prepared Retirement Institute
Pennsylvania
$484K -$91K -300 -15%
EWM
4311
Endowment Wealth Management
Wisconsin
$484K +$4.55K +15 +0.9%
PWM
4312
Power Wealth Management
Georgia
$483K -$23.4K -77 -4%
EWL
4313
Emissary Wealth LLC
New Jersey
$482K -$18.8K -62 -4%
TFCP
4314
Twin Focus Capital Partners
Massachusetts
$482K -$519K -1,709 -51%
TW
4315
Towerpoint Wealth
California
$482K +$59.2K +195 +14%
RAS
4316
RPS Advisory Solutions
Kentucky
$481K -$46.1K -152 -8%
UWM
4317
Urban Wealth Management
California
$481K -$44.9K -148 -8%
WWM
4318
Wiser Wealth Management
Georgia
$481K -$32.8K -108 -6%
SIS
4319
Strategic Investment Solutions
Illinois
$480K -$6.07K -20 -1%
2L
4320
25 LLC
Missouri
$480K +$31.6K +104 +7%
GWSA
4321
Global Wealth Strategies & Associates
Colorado
$479K -$910 -3 -0.2%
SWIA
4322
Solano Wealth Investment Advisors
California
$478K – – –
SAM
4323
Sequent Asset Management
Texas
$477K -$242K -799 -33%
CHWM
4324
Cauble & Harre Wealth Management
Missouri
$476K -$29.1K -96 -6%
LFASL
4325
Lugano Financial Advisors SA (LFA)
Switzerland
$475K – – –