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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWAC
2401
Private Wealth Advisors (California)
California
$1.03M -$17.2K -110 -2%
ICM
2402
IMS Capital Management
Oregon
$1.03M -$272K -1,737 -22%
KLC
2403
Knowledge Leaders Capital
Colorado
$1.02M – – –
WMC
2404
Westwood Management Corporation
Illinois
$1.02M – – –
JHCP
2405
Jackson Hole Capital Partners
Oklahoma
$1.02M +$78.4K +500 +9%
SDWMA
2406
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M +$247K +1,573 +34%
MHIC
2407
Marble Harbor Investment Counsel
Massachusetts
$1.02M – – –
CCM
2408
Crew Capital Management
Ohio
$1.02M +$50.2K +320 +5%
RPWA
2409
Regent Peak Wealth Advisors
Georgia
$1.02M +$8.62K +55 +0.9%
CFS
2410
CRA Financial Services
New Jersey
$1.02M +$87K +555 +10%
AI
2411
Atom Investors
Texas
$1.02M +$351K +2,241 +56%
RP
2412
Riverbridge Partners
Minnesota
$1.02M – – –
KIC
2413
Keating Investment Counselors
Florida
$1.01M -$7.84K -50 -0.8%
NFG
2414
Nadler Financial Group
Illinois
$1.01M +$15.4K +98 +2%
OWA
2415
Outlook Wealth Advisors
Texas
$1M +$90.9K +580 +10%
SAS
2416
Stelac Advisory Services
New York
$1M -$596K -3,802 -38%
FFG
2417
Fullen Financial Group
Ohio
$1M -$30.9K -197 -3%
AFG
2418
Allegheny Financial Group
Pennsylvania
$999K -$10.5K -67 -1%
HWMG
2419
Hurlow Wealth Management Group
Indiana
$998K -$10.8K -69 -1%
SFM
2420
Systematic Financial Management
New Jersey
$994K – – –
AssetMark Inc
2421
AssetMark Inc
California
$993K +$127K +808 +15%
PWM
2422
PBMares Wealth Management
Virginia
$992K – – –
CSWG
2423
Cardinal Strategic Wealth Guidance
Kentucky
$986K -$20.2K -129 -2%
WH
2424
Whitcomb & Hess
Ohio
$984K +$627 +4 +0.1%
CHP
2425
Cable Hill Partners
Oregon
$981K -$47K -300 -5%