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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2476
McGlone Suttner Wealth Management
Wisconsin
$3.44M +$77.6K +250 +2%
WCM
2477
WealthBridge Capital Management
Ohio
$3.44M +$9.63K +31 +0.3%
UPS
2478
UHLMANN PRICE SECURITIES
Illinois
$3.43M -$1.5M -4,842 -32%
CUAMC
2479
China Universal Asset Management Company
China
$3.43M +$848K +2,731 +35%
VSQM
2480
V-Square Quantitative Management
Illinois
$3.43M +$785K +2,527 +32%
BWP
2481
Balboa Wealth Partners
Arizona
$3.42M +$267K +861 +9%
QT
2482
Quantbot Technologies
New York
$3.42M -$4.71M -15,174 -59%
PIP
2483
Philadelphia Investment Partners
New Jersey
$3.42M +$54K +174 +2%
Members Trust
2484
Members Trust
Florida
$3.41M +$12.4K +40 +0.4%
USB
2485
Union Savings Bank
Connecticut
$3.41M -$82K -264 -2%
GC
2486
Gould Capital
Washington
$3.41M +$65.2K +210 +2%
LCWM
2487
Legacy Capital Wealth Management
Texas
$3.4M +$238K +767 +8%
HAM
2488
Harmony Asset Management
Arizona
$3.4M – – –
DWM
2489
Drive Wealth Management
Utah
$3.4M +$288K +929 +10%
TIAA Trust, National Association
2490
TIAA Trust, National Association
North Carolina
$3.39M -$2.8M -9,022 -47%
SWM
2491
SHP Wealth Management
Massachusetts
$3.39M +$164K +528 +5%
GGA
2492
Granite Group Advisors
Connecticut
$3.39M -$7.14K -23 -0.2%
SFG
2493
Shum Financial Group
California
$3.38M -$15.5K -50 -0.5%
PRP
2494
Peak Retirement Planning
Ohio
$3.38M +$402K +1,296 +14%
SFS
2495
Summit Financial Strategies
Ohio
$3.38M -$84.5K -272 -3%
RIM
2496
RW Investment Management
Idaho
$3.38M – – –
RFG
2497
RFP Financial Group
Georgia
$3.38M +$1.37M +4,427 +75%
SWA
2498
Strategies Wealth Advisors
Michigan
$3.38M -$35.7K -115 -1%
LIM
2499
Letson Investment Management
Georgia
$3.38M -$52.5K -169 -2%
WA
2500
Westfuller Advisors
New York
$3.37M +$795K +2,559 +33%