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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2276
Paces Ferry Wealth Advisors
Georgia
$2.31M -$23.3K -129 -1%
FPCP
2277
Fort Point Capital Partners
California
$2.31M -$32.1K -178 -2%
SPWM
2278
Schrum Private Wealth Management
Florida
$2.31M +$1.18M +6,527 +131%
PBO
2279
Peoples Bank (Ohio)
Ohio
$2.3M -$6.5K -36 -0.3%
GC
2280
Gilbert & Cook
Iowa
$2.3M +$23.6K +131 +1%
EWM
2281
Evergreen Wealth Management
Michigan
$2.3M
OL
2282
Optas LLC
Texas
$2.3M +$15.2K +84 +0.7%
WCM
2283
WealthBridge Capital Management
Ohio
$2.3M +$10.5K +58 +0.5%
CFA
2284
Camarda Financial Advisors
Florida
$2.29M -$47.1K -261 -2%
BIA
2285
Bigelow Investment Advisors
Maine
$2.29M +$237K +1,312 +13%
TAM
2286
Trillium Asset Management
Massachusetts
$2.29M -$28.7K -159 -1%
TWM
2287
Tradition Wealth Management
Minnesota
$2.28M +$136K +755 +7%
WCM
2288
Windsor Capital Management
Arizona
$2.28M -$25.1K -139 -1%
NMG
2289
New Millennium Group
Utah
$2.28M +$417K +2,309 +25%
FA
2290
Faithward Advisors
Pennsylvania
$2.28M +$656K +3,637 +47%
MCWA
2291
Meadow Creek Wealth Advisors
Georgia
$2.28M +$200K +1,109 +11%
AIS
2292
American Investment Services
Massachusetts
$2.28M +$109K +603 +6%
RWP
2293
Revolve Wealth Partners
New Jersey
$2.27M +$37.5K +208 +2%
CA
2294
Carson Advisory
Georgia
$2.27M +$9.38K +52 +0.5%
CRWM
2295
Castle Rock Wealth Management
California
$2.27M +$12.1K +67 +0.6%
BWM
2296
BlackDiamond Wealth Management
New York
$2.27M -$6.86K -38 -0.3%
SJIM
2297
St. Johns Investment Management
Florida
$2.26M +$29.8K +165 +1%
MCC
2298
Money Concepts Capital
Florida
$2.26M +$30.5K +169 +2%
PWC
2299
PYA Waltman Capital
Tennessee
$2.25M +$32.1K +178 +2%
6F
2300
626 Financial
Michigan
$2.25M -$47.6K -264 -2%