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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
2376
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M -$403K -1,328 -11%
CWP
2377
Core Wealth Partners
California
$3.49M -$607 -2 -0%
VAG
2378
VisionPoint Advisory Group
Texas
$3.48M +$563K +1,855 +19%
SFS
2379
Security Financial Services
Indiana
$3.47M -$20.6K -68 -0.6%
GCM
2380
GKV Capital Management
California
$3.47M +$49.8K +164 +1%
WMP
2381
Wealth Management Partners
Arizona
$3.47M -$40.1K -132 -1%
PBO
2382
Peoples Bank (Ohio)
Ohio
$3.45M -$159K -523 -4%
CFS
2383
CRA Financial Services
New Jersey
$3.44M +$5.16K +17 +0.1%
CA
2384
Calton & Associates
Florida
$3.43M +$22.8K +75 +0.6%
Aristotle Capital Management
2385
Aristotle Capital Management
California
$3.43M
EWA
2386
Etesian Wealth Advisors
Oregon
$3.42M -$100K -331 -3%
RIA
2387
Rhodes Investment Advisors
Texas
$3.42M -$429K -1,415 -11%
SFWA
2388
Summit Financial Wealth Advisors
Louisiana
$3.42M +$99.8K +329 +3%
FCAS
2389
First Command Advisory Services
Texas
$3.42M +$131K +431 +4%
MCM
2390
Mainstay Capital Management
Michigan
$3.41M +$24.3K +80 +0.7%
BFA
2391
Beacon Financial Advisory
Ohio
$3.41M +$10.3K +34 +0.3%
SAM
2392
Summit Asset Management
Tennessee
$3.41M -$5.77K -19 -0.2%
RI
2393
Ruggiero Investments
Florida
$3.41M +$66.2K +218 +2%
NDBT
2394
North Dallas Bank & Trust
Texas
$3.4M +$68.3K +225 +2%
SIM
2395
SWP Investment Management
Ohio
$3.4M +$66.8K +220 +2%
BRPW
2396
Ballast Rock Private Wealth
South Carolina
$3.4M -$1.21K -4 -0%
BWP
2397
BSW Wealth Partners
Colorado
$3.4M +$75K +247 +2%
TWP
2398
Tempus Wealth Planning
California
$3.4M +$81K +267 +2%
GDP
2399
Great Diamond Partners
Maine
$3.4M +$799K +2,634 +30%
ILI
2400
Invesco LLC (Illinois)
Illinois
$3.39M -$34K -112 -1%