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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
2301
One Plus One Wealth Management
Florida
$1.07M +$12K +97 +1%
SRC
2302
Sage Rhino Capital
California
$1.07M +$25.9K +209 +2%
PIA
2303
Pinion Investment Advisors
Kansas
$1.07M -$24.5K -198 -2%
MCWA
2304
Meadow Creek Wealth Advisors
Georgia
$1.07M +$14.5K +117 +1%
FPGK
2305
Financial Partners Group (Kansas)
Kansas
$1.06M +$64.9K +524 +6%
DWM
2306
Drive Wealth Management
Utah
$1.06M +$161K +1,298 +16%
MLA
2307
My Legacy Advisors
Oregon
$1.06M +$92.8K +749 +9%
WWM
2308
Westwood Wealth Management
California
$1.06M -$7.43K -60 -0.6%
Fiera Capital (Canada)
2309
Fiera Capital (Canada)
Quebec, Canada
$1.06M
TWP
2310
Tempus Wealth Planning
California
$1.06M
RWP
2311
Ridgecrest Wealth Partners
California
$1.05M +$36.8K +297 +3%
PCS
2312
Personal CFO Solutions
New Jersey
$1.05M +$111K +897 +11%
HVM
2313
Harvest Volatility Management
Connecticut
$1.05M +$116K +934 +11%
GSWM
2314
Greenup Street Wealth Management
Michigan
$1.05M +$1.15M +9,305 New
BWM
2315
Baystate Wealth Management
Massachusetts
$1.05M +$71.1K +574 +7%
ZB
2316
Zions Bancorporation
Utah
$1.04M -$1.55M -12,550 -57%
DIA
2317
Davidson Investment Advisors
Montana
$1.04M -$33.5K -270 -3%
HCM
2318
HM Capital Management
Missouri
$1.04M +$750K +6,055 +188%
DL
2319
DOHJ LLC
Washington
$1.04M +$35.6K +287 +3%
FWM
2320
Foresight Wealth Management
Utah
$1.04M +$111K +898 +11%
GC
2321
Gilbert & Cook
Iowa
$1.04M +$10.3K +83 +0.9%
SCP
2322
Syntal Capital Partners
Texas
$1.04M +$271K +2,184 +31%
CWS
2323
Cypress Wealth Services
California
$1.04M +$457K +3,692 +67%
LCM
2324
LVM Capital Management
Michigan
$1.03M
SIG
2325
Sky Investment Group
Connecticut
$1.03M +$38.9K +314 +4%