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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2226
Executive Wealth Management
Michigan
$1.62M +$130K +865 +8%
LA
2227
LexAurum Advisors
Kansas
$1.62M +$120K +801 +8%
SFS
2228
Summit Financial Strategies
Ohio
$1.62M +$71.8K +479 +4%
BS
2229
Bessemer Securities
New York
$1.62M -$1.45M -9,659 -46%
WCM
2230
WealthBridge Capital Management
Ohio
$1.62M +$47.2K +315 +3%
KA
2231
Klingman & Associates
New York
$1.62M -$483K -3,221 -22%
CAM
2232
Cacti Asset Management
Georgia
$1.62M
WA
2233
Wealth Architects
California
$1.61M +$26.2K +175 +2%
Kayne Anderson Rudnick Investment Management
2234
Kayne Anderson Rudnick Investment Management
California
$1.61M +$3.9K +26 +0.2%
DI
2235
Diligent Investors
California
$1.61M +$882K +5,882 +112%
PCM
2236
Princeton Capital Management
New Jersey
$1.61M +$49.6K +331 +3%
GWA
2237
GGM Wealth Advisors
Maryland
$1.61M
HBW
2238
Hazlett, Burt & Watson
West Virginia
$1.61M -$31.9K -213 -2%
BWM
2239
Baystate Wealth Management
Massachusetts
$1.6M +$189K +1,258 +13%
RWP
2240
Revolve Wealth Partners
New Jersey
$1.6M +$256K +1,707 +18%
BFO
2241
Biltmore Family Office
North Carolina
$1.6M +$150 +1 +0%
TWM
2242
Tradition Wealth Management
Minnesota
$1.6M +$52.9K +353 +3%
SIA
2243
Strategic Investment Advisors
Michigan
$1.6M +$1.65M +11,025 New
RWA
2244
Redhawk Wealth Advisors
Minnesota
$1.6M -$58.6K -391 -3%
WAAG
2245
Wealth Alliance Advisory Group
Kansas
$1.6M +$27.7K +185 +2%
FAM
2246
Formidable Asset Management
Ohio
$1.59M -$20.4K -136 -1%
WC
2247
Waterloo Capital
Texas
$1.59M +$160K +1,068 +11%
AIS
2248
American Investment Services
Massachusetts
$1.59M -$111K -738 -6%
MW
2249
MBL Wealth
North Carolina
$1.59M -$25.2K -168 -2%
CW
2250
CIC Wealth
Maryland
$1.59M +$16K +107 +1%