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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
2401
S.R. Schill & Associates
Washington
$459K -$534K -5,624 -54%
AAP
2402
Arax Advisory Partners
Colorado
$459K -$48.1K -507 -9%
VC
2403
Vicus Capital
Pennsylvania
$455K -$27.4K -289 -6%
AC
2404
Apella Capital
Connecticut
$455K
SBWM
2405
Sunflower Bank Wealth Management
Arizona
$455K
FFS
2406
Founders Financial Securities
Maryland
$453K +$448K +4,726 New
MTC
2407
McDaniel Terry & Co
Texas
$451K
IWS
2408
Insight Wealth Strategies
California
$450K -$474 -5 -0.1%
AIA
2409
Alera Investment Advisors
Illinois
$449K -$11.3K -119 -2%
TC
2410
Truvestments Capital
Florida
$447K -$50.8K -535 -10%
PWM
2411
PBMares Wealth Management
Virginia
$447K
MAM
2412
Morse Asset Management
Connecticut
$446K -$172K -1,817 -28%
HPC
2413
Hobart Private Capital
North Carolina
$444K +$66.3K +699 +17%
AW
2414
Alpha Windward
Massachusetts
$444K -$15.5K -163 -3%
RPWA
2415
Regent Peak Wealth Advisors
Georgia
$443K -$28.1K -296 -6%
FM
2416
Family Management
New York
$443K +$75.9K +800 +20%
PV
2417
Private Vista
Illinois
$441K -$466K -4,910 -51%
FCIM
2418
Fairview Capital Investment Management
California
$440K -$95 -1 -0%
FA
2419
Fortis Advisors
Pennsylvania
$439K -$18.3K -193 -4%
EW
2420
Element Wealth
Mississippi
$438K +$36.5K +385 +9%
RCA
2421
Rowland Carmichael Advisors
Arizona
$437K -$231K -2,436 -34%
SFA
2422
Semmax Financial Advisors
North Carolina
$437K +$63.3K +667 +17%
MA
2423
MONECO Advisors
Connecticut
$436K +$42.6K +449 +11%
LF
2424
Lantz Financial
Illinois
$434K -$358K -3,775 -45%
PWM
2425
Paulson Wealth Management
Illinois
$433K -$36.2K -382 -8%