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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
4626
Beta Wealth Group
California
$201K -$57.9K -227 -25%
VWA
4627
Valued Wealth Advisors
Utah
$197K -$19.1K -75 -10%
WCM
4628
WealthTrak Capital Management
Virginia
$193K +$18.4K +72 +12%
BCM
4629
Basso Capital Management
Connecticut
$190K
EA
4630
Evolution Advisers
Virginia
$188K
DF
4631
DecisionPoint Financial
Arizona
$184K +$6.13K +24 +4%
SRCM
4632
Signature Resources Capital Management
California
$183K +$40.1K +157 +33%
MFG
4633
Mendota Financial Group
Wisconsin
$183K -$2.04K -8 -1%
CCMI
4634
Creative Capital Management Investments
California
$177K +$2.81K +11 +2%
CW
4635
Cooksen Wealth
Texas
$176K -$8.93K -35 -5%
HHMI
4636
Howard Hughes Medical Institute
Maryland
$175K +$154K +605 New
CCM
4637
Carderock Capital Management
Maryland
$174K +$153K +600 New
MS
4638
Marshall & Sullivan
Washington
$174K +$153K +599 New
FNWA
4639
Financial Network Wealth Advisors
Utah
$171K
EP
4640
Essential Partners
California
$171K +$151K +590 New
KWM
4641
Kiker Wealth Management
Georgia
$170K -$107K -418 -42%
SVWA
4642
Sarver Vrooman Wealth Advisors
Missouri
$168K -$24.8K -97 -14%
SFO
4643
Standard Family Office
South Dakota
$167K
T
4644
TOBAM
France
$166K +$146K +573 New
SAM
4645
Sherman Asset Management
California
$165K
APW
4646
Acima Private Wealth
Virginia
$165K
WFA
4647
West Financial Advisors
Iowa
$164K
Walleye Capital
4648
Walleye Capital
New York
$161K -$3.12M -12,213 -96%
HCM
4649
Horrell Capital Management
Arkansas
$159K
AAG
4650
Accordant Advisory Group
Maryland
$145K -$255 -1 -0.2%