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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WI
1901
WrapManager Inc
California
$1.83M +$521K +4,543 +35%
GIM
1902
Guild Investment Management
California
$1.83M +$1.13M +9,870 +129%
AF
1903
Aldebaran Financial
$1.83M -$34.7K -302 -2%
LSA
1904
L & S Advisors
California
$1.82M -$580K -5,057 -22%
LWA
1905
Lineweaver Wealth Advisors
Ohio
$1.82M +$220K +1,919 +12%
SW
1906
StrongBox Wealth
Missouri
$1.82M -$662K -5,772 -25%
FIA
1907
Foundations Investment Advisors
Arizona
$1.82M +$760K +6,620 +61%
KF
1908
Krilogy Financial
Missouri
$1.82M -$10.4K -91 -0.5%
TPWM
1909
Twelve Points Wealth Management
Massachusetts
$1.81M -$6.08K -53 -0.3%
1WA
1910
180 Wealth Advisors
Washington
$1.81M -$10.2K -89 -0.5%
TP
1911
Tranquility Partners
Tennessee
$1.8M -$22.5K -196 -1%
CAM
1912
Covenant Asset Management
New Jersey
$1.8M +$84.8K +739 +4%
OWP
1913
Obermeyer Wealth Partners
Colorado
$1.8M -$240K -2,088 -11%
RMAM
1914
Raab & Moskowitz Asset Management
New Jersey
$1.8M -$73K -636 -4%
MWM
1915
Mattern Wealth Management
Kansas
$1.79M +$39.7K +346 +2%
MC
1916
Martin & Co
Tennessee
$1.78M +$35K +305 +2%
CFFP
1917
Center for Financial Planning
Michigan
$1.78M +$10.6K +92 +0.5%
GFP
1918
Gryphon Financial Partners
Ohio
$1.78M +$80.8K +704 +4%
IF
1919
Ironwood Financial
Arizona
$1.78M +$141K +1,233 +8%
SDWIA
1920
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.77M +$1.38K +12 +0.1%
CBFP
1921
Cedar Brook Financial Partners
Ohio
$1.77M +$85.5K +745 +5%
CCP
1922
Clarkston Capital Partners
Michigan
$1.77M +$1.67M +14,550 +609%
MS
1923
Madden Securities
Texas
$1.76M -$1.09M -9,480 -36%
IWA
1924
Icon Wealth Advisors
Texas
$1.76M +$1.93M +16,818 New
ACS
1925
Archford Capital Strategies
Illinois
$1.75M +$61.7K +538 +3%