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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LCWM
2476
Legacy Capital Wealth Management
Texas
$3.4M +$238K +767 +8%
HAM
2477
Harmony Asset Management
Arizona
$3.4M
DWM
2478
Drive Wealth Management
Utah
$3.4M +$288K +929 +10%
TIAA Trust, National Association
2479
TIAA Trust, National Association
North Carolina
$3.39M -$2.8M -9,022 -47%
SWM
2480
SHP Wealth Management
Massachusetts
$3.39M +$164K +528 +5%
GGA
2481
Granite Group Advisors
Connecticut
$3.39M -$7.14K -23 -0.2%
SFG
2482
Shum Financial Group
California
$3.38M -$15.5K -50 -0.5%
PRP
2483
Peak Retirement Planning
Ohio
$3.38M +$402K +1,296 +14%
SFS
2484
Summit Financial Strategies
Ohio
$3.38M -$84.5K -272 -3%
RIM
2485
RW Investment Management
Idaho
$3.38M
RFG
2486
RFP Financial Group
Georgia
$3.38M +$1.37M +4,427 +75%
SWA
2487
Strategies Wealth Advisors
Michigan
$3.38M -$35.7K -115 -1%
LIM
2488
Letson Investment Management
Georgia
$3.38M -$52.5K -169 -2%
WA
2489
Westfuller Advisors
New York
$3.37M +$795K +2,559 +33%
EWM
2490
Elmwood Wealth Management
California
$3.37M +$156K +502 +5%
AGP
2491
Autumn Glory Partners
Texas
$3.37M +$311 +1 +0%
AFG
2492
Allegheny Financial Group
Pennsylvania
$3.37M +$87.6K +282 +3%
ACM
2493
Arcataur Capital Management
Wisconsin
$3.36M +$15.8K +51 +0.5%
ZCP
2494
Z3 Capital Partners
Virginia
$3.36M -$21.1K -68 -0.7%
PL
2495
Plancorp LLC
Missouri
$3.34M +$47.5K +153 +2%
JF
2496
JSF Financial
California
$3.34M -$81.7K -263 -3%
WA
2497
WBH Advisory
Maryland
$3.34M -$194K -624 -6%
HAIM
2498
Hunter Associates Investment Management
Pennsylvania
$3.34M +$11.5K +37 +0.4%
BL
2499
Bleichroeder LP
New York
$3.34M -$1.49M -4,800 -32%
BHA
2500
Beech Hill Advisors
New York
$3.33M -$142K -457 -4%