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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
2251
AssetMark Inc
California
$616K -$206K -2,098 -25%
WMC
2252
Westwood Management Corporation
Illinois
$612K -$291K -2,960 -32%
MCA
2253
Magnolia Capital Advisors
Mississippi
$612K +$29.3K +298 +5%
RP
2254
Riverbridge Partners
Minnesota
$611K -$108K -1,099 -15%
MJRIC
2255
Mogy Joel R Investment Counsel
California
$611K -$21.7K -221 -3%
CSWG
2256
Cardinal Strategic Wealth Guidance
Kentucky
$610K -$27K -275 -4%
MWM
2257
Minot Wealth Management
Massachusetts
$610K +$47.4K +483 +8%
T
2258
TRUADVICE
Florida
$610K +$601K +6,116 New
CCM
2259
Carlson Capital Management
Minnesota
$609K -$1.96K -20 -0.3%
TFM
2260
TFC Financial Management
Massachusetts
$608K +$620K +6,311 New
CA
2261
Continuum Advisory
Idaho
$607K +$91.8K +935 +18%
PWAC
2262
Private Wealth Advisors (California)
California
$606K +$14.1K +144 +2%
LB
2263
Legacy Bridge
Iowa
$604K
CAM
2264
Cubic Asset Management
Massachusetts
$604K +$27.5K +280 +5%
MS
2265
Madden Securities
Texas
$602K +$614K +6,249 New
XS
2266
XR Securities
Illinois
$601K -$568K -5,785 -48%
SAM
2267
SignalPoint Asset Management
Missouri
$597K -$5.7K -58 -0.9%
TFCP
2268
Twin Focus Capital Partners
Massachusetts
$597K -$2.95K -30 -0.5%
APW
2269
Aurora Private Wealth
New Jersey
$594K +$3.54K +36 +0.6%
LFG
2270
LifePlan Financial Group
Ohio
$594K +$8.05K +82 +1%
FCFC
2271
First Citizens Financial Corp
Iowa
$593K +$5.21K +53 +0.9%
GIP
2272
Greatmark Investment Partners
Georgia
$592K -$6.87K -70 -1%
BCM
2273
Brown Capital Management
Maryland
$592K +$103K +1,050 +21%
PWM
2274
Paulson Wealth Management
Illinois
$591K +$152K +1,543 +34%
FGA
2275
Fortis Group Advisors
New Jersey
$591K +$604K +6,147 New