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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1626
BFSG LLC
California
$8.59M -$33.5K -108 -0.4%
ADL
1627
Asset Dedication LLC
California
$8.57M -$210K -677 -3%
CCM
1628
Consolidated Capital Management
California
$8.57M +$109K +351 +1%
KA
1629
Klingman & Associates
New York
$8.57M +$119K +384 +1%
BWM
1630
BNC Wealth Management
Oregon
$8.56M -$55.3K -178 -0.7%
FPF
1631
First Pacific Financial
Washington
$8.52M +$586K +1,888 +8%
IRAG
1632
Investment Research & Advisory Group
Georgia
$8.51M +$17.1K +55 +0.2%
MAWCM
1633
Mine & Arao Wealth Creation & Management
California
$8.49M +$194K +624 +2%
CFCI
1634
Comprehensive Financial Consultants Institutional
Indiana
$8.49M +$44.4K +143 +0.6%
PWPS
1635
Pinnacle Wealth Planning Services
Ohio
$8.48M -$56.2K -181 -0.7%
HWM
1636
Hohimer Wealth Management
Washington
$8.47M +$173K +558 +2%
SAM
1637
Sagewood Asset Management
New York
$8.47M +$709K +2,284 +10%
MBT
1638
Montecito Bank & Trust
California
$8.47M +$50K +161 +0.6%
GLLW
1639
Graves Light Lenhart Wealth
Virginia
$8.45M -$147K -473 -2%
MW
1640
Marble Wealth
Alabama
$8.42M +$55.9K +180 +0.7%
LWM
1641
LJI Wealth Management
Indiana
$8.4M +$65.8K +212 +0.8%
OPA
1642
Old Port Advisors
Maine
$8.4M +$122K +394 +2%
UCI
1643
Uncommon Cents Investing
Wisconsin
$8.39M -$1.55K -5 -0%
CFM
1644
Catalyst Funds Management
Australia
$8.38M +$3.51M +11,307 +79%
SB
1645
Strategic Blueprint
Georgia
$8.35M +$69.9K +225 +0.9%
EFG
1646
Ethos Financial Group
Pennsylvania
$8.34M -$313K -1,008 -4%
DCM
1647
Delta Capital Management
New Jersey
$8.33M +$317K +1,020 +4%
BONH
1648
Bank of New Hampshire
New Hampshire
$8.32M -$159K -512 -2%
AWC
1649
Abundance Wealth Counselors
Pennsylvania
$8.3M +$3.47M +11,177 +79%
ACM
1650
Alta Capital Management
Utah
$8.3M -$131K -423 -2%