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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2451
Austin Private Wealth
Texas
$331K +$48.5K +399 +12%
SL
2452
Summitry LLC
California
$331K +$243K +2,000 +119%
TF
2453
Trek Financial
Arizona
$330K -$3.52K -29 -0.8%
DE
2454
Day & Ennis
Georgia
$329K +$14.2K +117 +3%
SWK
2455
Stephen W. Kidder
$327K +$4.5K +37 +1%
OHS
2456
Odey Holdings (Switzerland)
Switzerland
$324K +$219K +1,800 +100%
TCM
2457
Teza Capital Management
Illinois
$324K +$437K +3,598 New
SFG
2458
Sunburst Financial Group
Alabama
$323K +$6.2K +51 +1%
FP
2459
Financial Perspectives
Minnesota
$322K +$45.4K +374 +12%
HWM
2460
Howard Wealth Management
Connecticut
$320K -$135K -1,109 -24%
NG
2461
Northstar Group
New York
$320K -$1.46K -12 -0.3%
GWM
2462
Gray Wealth Management
Maine
$320K +$432K +3,555 New
SAM
2463
Secure Asset Management
Michigan
$319K -$218K -1,792 -34%
PWM
2464
PRW Wealth Management
Massachusetts
$319K +$430K +3,542 New
CFSG
2465
Community Financial Services Group
Vermont
$318K -$6.32K -52 -1%
SLA
2466
Silver Lake Advisory
Utah
$318K -$972 -8 -0.2%
CAM
2467
Crestone Asset Management
Colorado
$318K +$429K +3,532 New
IFG
2468
Investors Financial Group
Minnesota
$317K -$216K -1,777 -34%
NIC
2469
Northwest Investment Counselors
Oregon
$317K +$30.9K +254 +8%
ST
2470
Sentinel Trust
Texas
$317K +$428K +3,523 New
MFW
2471
Mosaic Family Wealth
Missouri
$316K -$18K -148 -4%
SAA
2472
Southeast Asset Advisors
Georgia
$314K +$65.6K +540 +18%
QCMC
2473
Quantum Capital Management (California)
California
$313K -$33.5K -276 -7%
MHR
2474
Matthew Hamilton Rosenberg
$313K +$422K +3,471 New
CA
2475
Crewe Advisors
Utah
$312K -$24.5K -202 -6%