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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2226
Tradition Wealth Management
Minnesota
$3.31M +$120K +472 +4%
HAG
2227
HF Advisory Group
Maryland
$3.31M -$46.9K -184 -1%
RWS
2228
Resolute Wealth Strategies
Mississippi
$3.3M +$121K +476 +4%
PF
2229
Prosperitas Financial
California
$3.3M +$89.5K +351 +3%
AFS
2230
Aft Forsyth & Sober
Florida
$3.29M +$25.5K +100 +0.8%
SIA
2231
Schear Investment Advisers
Ohio
$3.28M +$134K +525 +4%
CG
2232
Carmignac Gestion
France
$3.28M +$3.41M +13,374 New
JWM
2233
Jeppson Wealth Management
California
$3.28M -$229K -898 -6%
BFA
2234
Brendel Financial Advisors
New Hampshire
$3.28M -$2.04K -8 -0.1%
CCS
2235
Concentric Capital Strategies
Connecticut
$3.27M -$7M -27,467 -67%
EHWM
2236
Eads & Heald Wealth Management
Georgia
$3.27M -$150K -588 -4%
HCM
2237
Highview Capital Management
Illinois
$3.26M -$80.8K -317 -2%
GG
2238
Gleason Group
Kentucky
$3.26M -$33.9K -133 -1%
MWM
2239
MGB Wealth Management
Texas
$3.26M +$501K +1,964 +17%
CA
2240
Cornerstone Advisory
Maryland
$3.26M +$29.6K +116 +0.9%
PWM
2241
Purus Wealth Management
California
$3.26M +$139K +546 +4%
FWP
2242
Falcon Wealth Planning
California
$3.26M +$101K +396 +3%
GIM
2243
Guardian Investment Management
California
$3.25M -$1.5M -5,900 -31%
BFW
2244
Brady Family Wealth
Missouri
$3.25M -$235K -922 -7%
RIA
2245
Regal Investment Advisors
Michigan
$3.24M -$543K -2,129 -14%
QC
2246
Quent Capital
New York
$3.24M +$66.5K +261 +2%
AT
2247
Arlington Trust
Alabama
$3.24M -$171K -671 -5%
GSWM
2248
Greenup Street Wealth Management
Michigan
$3.24M +$3.37M +13,218 New
1WM
2249
1900 Wealth Management
Texas
$3.24M -$1.33M -5,226 -28%
CWA
2250
Crux Wealth Advisors
California
$3.24M -$371K -1,457 -10%