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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
4576
Frontier Asset Management
Wyoming
$364K +$350K +1,131 New
CAP
4577
Cordoba Advisory Partners
New York
$364K +$350K +1,130 New
VMMC
4578
V.M. Manning & Co
South Carolina
$364K -$22.6K -73 -6%
C
4579
Covestor
United Kingdom
$363K -$60.7K -196 -15%
CSW
4580
Cogent Strategic Wealth
Illinois
$362K +$376K +1,216 New
PSP
4581
Pacific Sage Partners
Washington
$362K +$23.8K +77 +7%
TFS
4582
truNorth Financial Services
Pennsylvania
$361K +$346K +1,119 New
CA
4583
Claris Advisors
Missouri
$360K -$3.41K -11 -1%
MSWM
4584
Master's Wealth Management
Pennsylvania
$360K +$346K +1,118 New
JSA
4585
Jim Saulnier & Associates
Colorado
$360K +$619 +2 +0.2%
LPFG
4586
Landing Point Financial Group
Ohio
$360K +$1.24K +4 +0.4%
LAM
4587
Lountzis Asset Management
Pennsylvania
$360K
SCM
4588
Stonehearth Capital Management
Massachusetts
$359K
HWA
4589
Heritage Wealth Architects
Minnesota
$358K +$372K +1,203 New
FSWA
4590
Financial Synergies Wealth Advisors
Texas
$358K +$3.1K +10 +0.9%
Eagle Capital Management (New York)
4591
Eagle Capital Management (New York)
New York
$357K -$50.8K -164 -13%
DI
4592
Disciplined Investments
Oklahoma
$357K -$3.41K -11 -1%
HWA
4593
HighRoad Wealth Advisors
Oregon
$356K +$342K +1,106 New
WF
4594
Warner Financial
Maryland
$356K
O3W
4595
Omni 360 Wealth
New Jersey
$356K +$310 +1 +0.1%
RFPS
4596
Reality Financial Planning Services
Florida
$355K +$341K +1,103 New
MFA
4597
McClarren Financial Advisors
Pennsylvania
$353K +$228K +735 +57%
SFG
4598
Skyview Financial Group
Florida
$353K +$339K +1,094 New
UWM
4599
USAdvisors Wealth Management
Minnesota
$352K -$2.17K -7 -0.6%
QWM
4600
Quaker Wealth Management
New Jersey
$352K +$10.8K +35 +3%