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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MLA
2201
My Legacy Advisors
Oregon
$1.48M +$41.7K +329 +3%
ICM
2202
IMS Capital Management
Oregon
$1.48M +$18.6K +147 +1%
HBW
2203
Hazlett, Burt & Watson
West Virginia
$1.48M +$1.27K +10 +0.1%
DA
2204
Dover Advisors
Virginia
$1.47M +$1.39M +10,992 New
AWA
2205
Aaron Wealth Advisors
Illinois
$1.47M +$877K +6,921 +170%
ACL
2206
Applied Capital LLC
Florida
$1.47M +$1.39M +10,969 New
WA
2207
Wealth Architects
California
$1.47M -$28K -221 -2%
RB
2208
Renasant Bank
Mississippi
$1.46M +$72.3K +571 +6%
CFG
2209
CKW Financial Group
Hawaii
$1.46M +$115K +908 +9%
GHAM
2210
Gilman Hill Asset Management
Connecticut
$1.46M -$122K -964 -8%
CW
2211
CIC Wealth
Maryland
$1.46M +$1.38M +10,876 New
GWA
2212
GGM Wealth Advisors
Maryland
$1.46M -$353K -2,784 -21%
JFA
2213
JNBA Financial Advisors
Minnesota
$1.46M – – –
RIM
2214
RW Investment Management
Idaho
$1.45M +$1.37M +10,833 New
LM
2215
Lincluden Management
Ontario, Canada
$1.45M – – –
MHIC
2216
Marble Harbor Investment Counsel
Massachusetts
$1.45M – – –
Truepoint Inc
2217
Truepoint Inc
Ohio
$1.45M +$19K +150 +1%
SWK
2218
Stephen W. Kidder
$1.44M +$891K +7,030 +188%
LF
2219
LifeSteps Financial
California
$1.44M +$50.8K +401 +4%
BWM
2220
BlackDiamond Wealth Management
New York
$1.44M +$7.22K +57 +0.6%
CA
2221
Carson Advisory
Georgia
$1.43M -$6.59K -52 -0.5%
WA
2222
Waddell & Associates
Tennessee
$1.43M +$40.5K +320 +3%
SIG
2223
Sky Investment Group
Connecticut
$1.43M +$11K +87 +0.8%
SMA
2224
Sage Mountain Advisors
Georgia
$1.43M +$62.3K +492 +5%
JF
2225
JSF Financial
California
$1.42M -$5.32K -42 -0.4%