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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2226
Wealth Architects
California
$1.42M -$5.89K -43 -0.4%
AWA
2227
Aaron Wealth Advisors
Illinois
$1.42M -$12.7K -93 -0.8%
CFG
2228
CKW Financial Group
Hawaii
$1.42M
PMFA
2229
Plante Moran Financial Advisors
Michigan
$1.42M +$54.1K +395 +4%
CASB
2230
Cape Ann Savings Bank
Massachusetts
$1.42M +$38.5K +281 +3%
FRM
2231
Fox Run Management
Connecticut
$1.41M +$1.48M +10,826 New
CW
2232
CIC Wealth
Maryland
$1.41M -$7.81K -57 -0.5%
FFC
2233
First Financial Corp
Indiana
$1.41M -$42.3K -309 -3%
ACM
2234
Allred Capital Management
Texas
$1.41M +$130K +949 +10%
TIA
2235
Trust Investment Advisors
Indiana
$1.41M -$34K -248 -2%
TWM
2236
Tradition Wealth Management
Minnesota
$1.41M +$172K +1,258 +13%
FAM
2237
Formidable Asset Management
Ohio
$1.41M -$36.6K -267 -2%
SWK
2238
Stephen W. Kidder
$1.4M
GWA
2239
GGM Wealth Advisors
Maryland
$1.4M +$6.58K +48 +0.4%
VF
2240
Vest Financial
Virginia
$1.4M +$1.07M +7,794 +266%
SA
2241
SRN Advisors
Pennsylvania
$1.4M -$321K -2,343 -18%
ACL
2242
Applied Capital LLC
Florida
$1.4M -$34.3K -250 -2%
RIM
2243
RW Investment Management
Idaho
$1.39M -$18.8K -137 -1%
WP
2244
Westmount Partners
California
$1.39M +$207K +1,509 +17%
SIG
2245
Sky Investment Group
Connecticut
$1.39M +$1.37K +10 +0.1%
JF
2246
JSF Financial
California
$1.38M +$2.6K +19 +0.2%
HBWM
2247
Hollow Brook Wealth Management
New York
$1.38M +$28.8K +210 +2%
WAG
2248
Winthrop Advisory Group
Massachusetts
$1.38M +$10.4K +76 +0.7%
WA
2249
Waddell & Associates
Tennessee
$1.38M -$14.7K -107 -1%
IP
2250
Ignite Planners
California
$1.38M +$113K +825 +8%