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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
2176
Voya Financial Advisors
Connecticut
$4.8M -$781K -2,514 -15%
OBWG
2177
Onyx Bridge Wealth Group
New York
$4.8M +$15.8K +51 +0.3%
JWM
2178
JPL Wealth Management
Colorado
$4.79M -$9.32K -30 -0.2%
AF
2179
Apollon Financial
South Carolina
$4.78M +$57.5K +185 +1%
MSFS
2180
Main Street Financial Solutions
Pennsylvania
$4.78M +$517K +1,666 +13%
IF
2181
Integrity Financial
Wyoming
$4.78M -$667K -2,149 -13%
PCH
2182
PGIM Custom Harvest
New Jersey
$4.77M +$381K +1,227 +9%
SWM
2183
SeaCrest Wealth Management
New York
$4.77M -$1.9M -6,117 -30%
HCM
2184
Highview Capital Management
Illinois
$4.76M +$126K +407 +3%
BCFD
2185
Boit C.F. David
$4.76M – – –
SIC
2186
Sterling Investment Counsel
New York
$4.75M -$122K -392 -3%
MWA
2187
Marathon Wealth Advisors
Massachusetts
$4.75M +$63K +203 +1%
PCA
2188
Purkiss Capital Advisors
Connecticut
$4.74M +$219K +705 +5%
SEP
2189
Southland Equity Partners
Missouri
$4.74M +$47.5K +153 +1%
HCM
2190
Hollencrest Capital Management
California
$4.73M -$15M -48,303 -77%
REMPR
2191
Roof Eidam Maycock Peralta (REMP)
California
$4.72M -$82.3K -265 -2%
FVWA
2192
Foster Victor Wealth Advisors
South Carolina
$4.72M -$181K -584 -4%
BAM
2193
BOS Asset Management
Illinois
$4.71M -$49.1K -158 -1%
NAMP
2194
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.71M – – –
BSG
2195
Black Swift Group
Colorado
$4.7M +$2.72M +8,768 +157%
BSSFA
2196
Baron Silver Stevens Financial Advisors
Florida
$4.69M +$1.96M +6,320 +79%
AMIM
2197
Aull & Monroe Investment Management
Alabama
$4.67M +$7.76K +25 +0.2%
CFS
2198
Commonwealth Financial Services
West Virginia
$4.67M +$1.62M +5,220 +37%
HIC
2199
Hartline Investment Corp
Illinois
$4.66M -$97.2K -313 -2%
TPW
2200
Turn8 Private Wealth
$4.66M -$548K -1,764 -11%