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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
2176
Narus Financial Partners
Utah
$594K -$12K -106 -2%
FA
2177
Fortis Advisors
Pennsylvania
$594K -$226K -2,000 -28%
KIA
2178
Kopp Investment Advisors
Minnesota
$594K -$48.4K -428 -8%
AWMF
2179
Arbor Wealth Management (Florida)
Florida
$593K -$62.4K -552 -10%
KCP
2180
Kenmare Capital Partners
New York
$588K
OFW
2181
Omnia Family Wealth
Florida
$584K
RIS
2182
Retirement Income Solutions
Michigan
$584K +$81K +716 +17%
ACM
2183
Ategra Capital Management
Virginia
$581K -$11.3K -100 -2%
Loomis, Sayles & Company
2184
Loomis, Sayles & Company
Massachusetts
$578K -$3.65M -32,236 -87%
WDA
2185
Wendell David Associates
New Hampshire
$578K +$26K +230 +5%
FM
2186
Family Management
New York
$577K -$18.6K -164 -3%
IWP
2187
Icon Wealth Partners
Texas
$575K +$27.3K +241 +5%
BFG
2188
Bouchey Financial Group
New York
$574K
MWM
2189
Modera Wealth Management
New Jersey
$574K +$11.4K +101 +2%
BAM
2190
Bruderman Asset Management
New York
$568K -$34.2K -302 -6%
FIG
2191
FundX Investment Group
California
$567K
EA
2192
Emerald Advisers
Pennsylvania
$565K
MTC
2193
McDaniel Terry & Co
Texas
$565K +$308K +2,726 +132%
SDAM
2194
Shulman DeMeo Asset Management
New York
$564K +$9.73K +86 +2%
SQA
2195
Simon Quick Advisors
New Jersey
$557K +$21.2K +187 +4%
CA
2196
Continuum Advisory
Idaho
$553K +$48.4K +428 +10%
NFG
2197
Nations Financial Group
Iowa
$553K +$103K +915 +26%
SIA
2198
Strategic Investment Advisors
Michigan
$546K +$256K +2,259 +95%
OAM
2199
Oberweis Asset Management
Illinois
$545K -$20.8K -184 -4%
DFA
2200
Delta Financial Advisors
Louisiana
$541K +$136K +1,200 +35%