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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2351
Cozad Asset Management
Illinois
$3.93M +$66.3K +214 +2%
CFO
2352
CVA Family Office
Colorado
$3.92M +$193K +624 +5%
CPA
2353
Capital Planning Advisors
California
$3.91M +$402K +1,300 +12%
MLA
2354
MB, Levis & Associates
Pennsylvania
$3.91M -$75.5K -244 -2%
WHC
2355
Wulff, Hansen & Co
California
$3.9M -$40.2K -130 -1%
LWA
2356
Lantern Wealth Advisors
New York
$3.89M +$29.1K +94 +0.8%
MPA
2357
Marvin & Palmer Associates
Delaware
$3.89M -$4.47M -14,431 -54%
VIA
2358
Victrix Investment Advisors
Florida
$3.87M -$50.5K -163 -1%
WCM
2359
Winthrop Capital Management
Indiana
$3.87M -$374K -1,209 -9%
MBWA
2360
Marin Bay Wealth Advisors
California
$3.86M +$3.71M +11,979 New
LC
2361
LCNB Corp
Ohio
$3.86M +$130K +421 +4%
HIMS
2362
Hager Investment Management Services
New Hampshire
$3.86M -$216K -698 -6%
EWA
2363
Etesian Wealth Advisors
Oregon
$3.86M -$104K -336 -3%
SFS
2364
Solitude Financial Services
Virginia
$3.85M +$278K +898 +8%
WMP
2365
Wealth Management Partners
Arizona
$3.84M -$42.1K -136 -1%
CPSC
2366
Carl P. Sherr & Co
Massachusetts
$3.84M -$19.5K -63 -0.5%
LWM
2367
Lakeridge Wealth Management
Ohio
$3.83M +$54.8K +177 +2%
CAIMH
2368
Central Asset Investments & Management Holdings
Hong Kong
$3.83M +$2.02M +6,513 +121%
AF
2369
Aldebaran Financial
$3.83M +$62.5K +202 +2%
SFS
2370
Security Financial Services
Indiana
$3.82M +$18K +58 +0.5%
SC
2371
Sepio Capital
Utah
$3.82M +$1.83M +5,922 +100%
CWP
2372
Core Wealth Partners
California
$3.82M +$55.7K +180 +2%
FWP
2373
Falcon Wealth Planning
California
$3.82M -$570K -1,840 -13%
CAWM
2374
Capital Advisors Wealth Management
Washington
$3.82M +$104K +336 +3%
OCM
2375
Orleans Capital Management
Louisiana
$3.81M -$5.88K -19 -0.2%