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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
4426
PMG Family Office
Texas
$475K +$75.5K +243 +20%
PWM
4427
Pathway Wealth Management
Texas
$475K – – –
DI
4428
Disciplined Investments
Oklahoma
$474K +$20.2K +65 +5%
PFP
4429
Paragon Financial Partners
California
$473K +$621 +2 +0.1%
JGIA
4430
Jackson Grant Investment Advisers
Connecticut
$473K -$95.3K -307 -18%
HWMG
4431
Harbour Wealth Management Group
South Carolina
$473K -$108K -347 -19%
OWA
4432
OakTrust Wealth Advisors
Connecticut
$473K +$932 +3 +0.2%
LIA
4433
Luken Investment Analytics
Tennessee
$471K -$49.7K -160 -10%
ICMM
4434
Integrated Capital Management (Michigan)
Michigan
$470K -$119K -383 -21%
EMCIP
4435
Ewing Morris & Co Investment Partners
Ontario, Canada
$470K – – –
MAM
4436
Marotta Asset Management
Virginia
$470K +$4.97K +16 +1%
EFA
4437
Englebert Financial Advisers
Pennsylvania
$468K +$3.1K +10 +0.7%
IWN
4438
Independent Wealth Network
Iowa
$468K +$5.9K +19 +1%
FA
4439
Freestate Advisors
Kansas
$467K -$10.2K -33 -2%
Vanguard Capital Wealth Advisors
4440
Vanguard Capital Wealth Advisors
Colorado
$466K -$202K -649 -31%
VIP
4441
Value Investment Professionals
New York
$466K +$932 +3 +0.2%
PTCG
4442
Pring Turner Capital Group
California
$465K – – –
AFGAS
4443
Allegiance Financial Group Advisory Services
Virginia
$463K +$440K +1,416 New
CQWA
4444
Chokshi & Queen Wealth Advisors
California
$463K +$143K +461 +48%
TWML
4445
Todd Wealth Management, LLC
Florida
$462K +$311 +1 +0.1%
LFS
4446
Lutz Financial Services
Nebraska
$462K -$1.86K -6 -0.4%
RIG
4447
Ramiah Investment Group
Wisconsin
$462K +$438K +1,411 New
GCA
4448
Genesee Capital Advisors
New York
$461K -$73.9K -238 -14%
MGIA
4449
Matthew Goff Investment Advisor
Texas
$461K – – –
NCMW
4450
Northern Capital Management (Washington)
Washington
$460K – – –