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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
4876
Capstone Investment Advisors
New York
$250K -$2.37M -7,669 -91%
SWA
4877
Sightline Wealth Advisors
Connecticut
$250K -$1.24K -4 -0.5%
BWA
4878
Boulder Wealth Advisors
Colorado
$249K +$240K +774 New
BHWM
4879
Bay Harbor Wealth Management
Maryland
$249K +$45.2K +146 +23%
EMB
4880
Elefante Mark B
$249K – – –
LBC
4881
Lane Brothers & Co
Arizona
$248K +$239K +771 New
ACM
4882
Andina Capital Management
Utah
$248K +$29.1K +94 +14%
PCWA
4883
Pacific Capital Wealth Advisors
California
$248K -$17.6K -57 -7%
FHWM
4884
Fox Hill Wealth Management
Massachusetts
$248K +$25.1K +81 +12%
WWA
4885
Wingate Wealth Advisors
Massachusetts
$248K -$619 -2 -0.3%
DJYG
4886
David J. Yvars Group
Florida
$247K – – –
NPAN
4887
Northeast Planning Associates NH
New Hampshire
$246K -$1.55K -5 -0.7%
HOWA
4888
Hudson Oak Wealth Advisory
New Jersey
$246K +$237K +764 New
VAM
4889
Vienna Asset Management
California
$246K +$236K +763 New
BWM
4890
BAM Wealth Management
Colorado
$245K -$7.12K -23 -3%
A
4891
Alongside
Texas
$245K +$235K +759 New
OWM
4892
Opes Wealth Management
California
$245K -$6.81K -22 -3%
OWA
4893
ORBA Wealth Advisors
Illinois
$244K -$91.3K -295 -28%
TCM
4894
Tran Capital Management
California
$244K +$1.24K +4 +0.5%
HOWA
4895
Heritage Oak Wealth Advisors
Florida
$244K +$19.5K +63 +9%
AFA
4896
Alpha Financial Advisors
North Carolina
$244K +$234K +757 New
FCMC
4897
Founders Capital Management (Connecticut)
Connecticut
$243K +$14.6K +47 +7%
DFA
4898
Davies Financial Advisors
California
$243K -$348K -1,124 -60%
NBWM
4899
North Berkeley Wealth Management
California
$242K -$929 -3 -0.4%
CISOA
4900
Capital Investment Services of America
Wisconsin
$242K – – –