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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
2101
Edgewood Management
Connecticut
$590K
SFG
2102
StrategIQ Financial Group
Indiana
$587K +$28.3K +266 +5%
MWM
2103
MorganRosel Wealth Management
Colorado
$587K +$641K +6,014 New
PAWC
2104
P.A.W. Capital
Connecticut
$586K +$639K +6,000 New
BBA
2105
Braun-Bostich & Associates
Pennsylvania
$585K +$8.1K +76 +1%
AFNAS
2106
American Financial Network Advisory Services
California
$583K +$64.5K +605 +11%
BCM
2107
Brown Capital Management
Maryland
$582K +$10.1K +95 +2%
AAP
2108
Arax Advisory Partners
Colorado
$582K +$115K +1,078 +22%
MAM
2109
Morse Asset Management
Connecticut
$581K -$192K -1,800 -23%
OBGC
2110
O'Brien Greene & Co
Pennsylvania
$581K +$633K +5,945 New
OWA
2111
Outlook Wealth Advisors
Texas
$581K +$634K +5,950 New
CFS
2112
CRA Financial Services
New Jersey
$579K +$631K +5,927 New
MWM
2113
Merriman Wealth Management
Washington
$578K +$31.2K +293 +5%
IIM
2114
Intact Investment Management
Quebec, Canada
$577K
SBWM
2115
Sunflower Bank Wealth Management
Arizona
$577K
CC
2116
Cedar Capital
Illinois
$576K -$20.2K -190 -3%
FWP
2117
FAS Wealth Partners
Kansas
$575K +$1.06K +10 +0.2%
FAN
2118
Financial Advisors Network
California
$574K +$627K +5,884 New
CF
2119
Copperwynd Financial
Arizona
$572K +$5.75K +54 +0.9%
CCMW
2120
Cypress Capital Management (Wyoming)
Wyoming
$572K +$50.6K +475 +9%
MCM
2121
MV Capital Management
Maryland
$571K +$29.5K +277 +5%
EWM
2122
Executive Wealth Management
Michigan
$570K +$623K +5,844 New
VC
2123
Vicus Capital
Pennsylvania
$568K +$10.8K +101 +2%
ONST
2124
Old North State Trust
North Carolina
$567K +$11K +103 +2%
AF
2125
Aldebaran Financial
$566K -$42.2K -396 -6%