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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
4401
Blue Zone Wealth Advisors
California
$434K +$4.25K +14 +1%
HGA
4402
Hobbs Group Advisors
South Carolina
$434K -$34K -112 -7%
PRRFG
4403
Paul R. Ried Financial Group
Washington
$433K +$75K +247 +20%
TFO
4404
Tarbox Family Office
California
$433K -$311K -1,024 -41%
TAM
4405
TCP Asset Management
Ohio
$432K -$308K -1,014 -41%
PFG
4406
Pinnacle Financial Group
Illinois
$432K -$45.5K -150 -9%
CWM
4407
Cooke Wealth Management
California
$432K – – –
CCM
4408
Cloud Capital Management
Washington
$431K -$74.7K -246 -14%
MJP
4409
Michael J. Puzo
$429K +$188K +620 +74%
RFN
4410
Redwood Financial Network
Ohio
$429K +$16.4K +54 +4%
FA
4411
Freestate Advisors
Kansas
$429K -$10.3K -34 -2%
AFC
4412
Avise Financial Cooperative
California
$428K +$55.8K +184 +14%
SBCM
4413
Silverberg Bernstein Capital Management
New York
$428K +$30.3K +100 +7%
BF
4414
Brogan Financial
Tennessee
$428K -$4.25K -14 -1%
ACP
4415
Arcus Capital Partners
Georgia
$427K -$769K -2,534 -64%
PWM
4416
Pathway Wealth Management
Texas
$427K – – –
FI
4417
FWG Investments
Kentucky
$426K +$193K +637 +78%
SFG
4418
Synergy Financial Group
California
$425K +$154K +508 +54%
TP
4419
Trailhead Planners
Minnesota
$425K -$4.86K -16 -1%
OWA
4420
OakTrust Wealth Advisors
Connecticut
$424K – – –
Horizon Kinetics Asset Management
4421
Horizon Kinetics Asset Management
New York
$423K -$137K -453 -24%
EMCIP
4422
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K -$60.7K -200 -12%
RH
4423
RFG Holdings
Texas
$422K -$3.64K -12 -0.8%
FSCM
4424
Front Street Capital Management
Montana
$422K -$9.11K -30 -2%
SFC
4425
Strategic Financial Concepts
Texas
$421K +$48K +158 +12%