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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RFW
4851
Redwood Family Wealth
Texas
$254K +$244K +789 New
CFSG
4852
Clark Financial Services Group
Missouri
$254K -$6.81K -22 -3%
JF
4853
JMN Financial
Ohio
$253K +$243K +785 New
GF
4854
Goodman Financial
Texas
$253K +$31.3K +101 +15%
PAM
4855
PVG Asset Management
Colorado
$251K
MGWA
4856
Monument Group Wealth Advisors
Massachusetts
$251K
CD
4857
Capital Developers
North Carolina
$251K +$241K +779 New
PWM
4858
Peak Wealth Management
New Hampshire
$251K +$241K +779 New
FF
4859
Foronjy Financial
California
$251K -$6.81K -22 -3%
IC
4860
Iconiq Capital
California
$251K -$191K -617 -44%
OFP
4861
OFC Financial Planning
New Jersey
$250K
NA
4862
Note Advisors
New York
$250K -$40.2K -130 -14%
DFP
4863
Donalies Financial Planning
District of Columbia
$250K +$240K +775 New
Capstone Investment Advisors
4864
Capstone Investment Advisors
New York
$250K -$2.37M -7,669 -91%
SWA
4865
Sightline Wealth Advisors
Connecticut
$250K -$1.24K -4 -0.5%
BWA
4866
Boulder Wealth Advisors
Colorado
$249K +$240K +774 New
BHWM
4867
Bay Harbor Wealth Management
Maryland
$249K +$45.2K +146 +23%
EMB
4868
Elefante Mark B
$249K
LBC
4869
Lane Brothers & Co
Arizona
$248K +$239K +771 New
ACM
4870
Andina Capital Management
Utah
$248K +$29.1K +94 +14%
PCWA
4871
Pacific Capital Wealth Advisors
California
$248K -$17.6K -57 -7%
FHWM
4872
Fox Hill Wealth Management
Massachusetts
$248K +$25.1K +81 +12%
WWA
4873
Wingate Wealth Advisors
Massachusetts
$248K -$619 -2 -0.3%
DJYG
4874
David J. Yvars Group
Florida
$247K
NPAN
4875
Northeast Planning Associates NH
New Hampshire
$246K -$1.55K -5 -0.7%