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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1526
9258 Wealth Management
Ohio
$4.06M +$130K +826 +3%
CCM
1527
Carderock Capital Management
Maryland
$4.05M -$11.2K -71 -0.3%
EML
1528
Eos Management LP
New York
$4.04M
LHC
1529
Little House Capital
Massachusetts
$4.04M -$2.09M -13,292 -34%
NIM
1530
Nicollet Investment Management
Minnesota
$4.03M -$14K -89 -0.3%
NC
1531
NewSquare Capital
Pennsylvania
$4.03M +$355K +2,263 +10%
PGWM
1532
Parisi Gray Wealth Management
New Jersey
$4.03M -$276K -1,758 -6%
HCM
1533
Hengehold Capital Management
Ohio
$4.01M +$115K +735 +3%
WANY
1534
Wealthspire Advisors (New York)
New York
$4.01M -$5.12M -32,593 -56%
RWB
1535
RMR Wealth Builders
New Jersey
$4.01M -$465K -2,962 -10%
GP
1536
Greenline Partners
New York
$4M +$38.8K +247 +1%
BC
1537
Burney Company
Virginia
$4M -$11.9K -76 -0.3%
HZ
1538
Hixon Zuercher
Ohio
$4M +$2.22M +14,139 +122%
GIA
1539
Gladstone Institutional Advisory
Florida
$3.99M +$1.24M +7,905 +45%
AIS
1540
AM Investment Strategies
Tennessee
$3.97M -$115K -731 -3%
CPA
1541
Capital Planning Advisors
California
$3.96M -$169K -1,073 -4%
Fiera Capital (Canada)
1542
Fiera Capital (Canada)
Quebec, Canada
$3.96M -$2.98K -19 -0.1%
FCMT
1543
Founders Capital Management (Texas)
Texas
$3.96M -$11.2K -71 -0.3%
MVA
1544
Mount Vernon Associates
Maryland
$3.96M +$1.57K +10 +0%
LWM
1545
Laidlaw Wealth Management
New York
$3.94M +$19.2K +122 +0.5%
PP
1546
PDS Planning
Ohio
$3.93M +$6.28K +40 +0.2%
FHA
1547
Flagship Harbor Advisors
Massachusetts
$3.92M +$23.4K +149 +0.6%
CIAS
1548
Capital Investment Advisory Services
North Carolina
$3.92M +$33.5K +213 +0.9%
HNW
1549
High Note Wealth
Minnesota
$3.92M +$43K +274 +1%
CNFG
1550
Creegan & Nassoura Financial Group
New Hampshire
$3.92M -$125K -796 -3%