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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
2501
Peoples Bank (Ohio)
Ohio
$2.86M -$19.1K -75 -0.8%
PIA
2502
Powell Investment Advisors
Florida
$2.86M +$697K +2,731 +38%
AGP
2503
Aspire Growth Partners
Florida
$2.86M -$18.4K -72 -0.7%
SFG
2504
Sather Financial Group
Texas
$2.85M +$23.7K +93 +1%
1WM
2505
1900 Wealth Management
Texas
$2.85M -$861K -3,375 -26%
NME
2506
Notis-McConarty Edward
$2.85M -$28.1K -110 -1%
KCPT
2507
Kingstone Capital Partners Texas
Texas
$2.85M -$540K -2,115 -18%
HAIM
2508
Hunter Associates Investment Management
Pennsylvania
$2.84M -$171K -670 -6%
CWM
2509
Chesapeake Wealth Management
Virginia
$2.83M -$66.9K -262 -3%
PWM
2510
Pinnacle Wealth Management
California
$2.83M +$2.08M +8,136 +499%
FWM
2511
Forefront Wealth Management
Pennsylvania
$2.83M -$4.59K -18 -0.2%
MTWM
2512
Masso Torrence Wealth Management
New Jersey
$2.83M +$106K +417 +4%
OKSA
2513
O'Keefe Stevens Advisory
New York
$2.83M +$222K +870 +10%
OFS
2514
Orrstown Financial Services
Pennsylvania
$2.83M -$133K -521 -5%
NWAG
2515
Net Worth Advisory Group
Utah
$2.82M -$74.8K -293 -3%
LWL
2516
Leo Wealth LLC
Texas
$2.82M +$1.11M +4,358 +81%
FP
2517
Financial Perspectives
Minnesota
$2.82M +$1.02K +4 +0%
BTWM
2518
Baker Tilly Wealth Management
Wisconsin
$2.81M -$446K -1,749 -15%
AFA
2519
AA Financial Advisors
Ohio
$2.81M -$245K -961 -9%
CPA
2520
Capital Performance Advisors
California
$2.81M +$118K +463 +5%
ICM
2521
IMS Capital Management
Oregon
$2.81M -$26.5K -104 -1%
PAM
2522
PCG Asset Management
New Jersey
$2.81M -$63.5K -249 -3%
MFP
2523
Meridian Financial Partners
Virginia
$2.81M -$86.8K -340 -3%
BFA
2524
Brown Financial Advisors
Ohio
$2.8M -$66.3K -260 -3%
CCM
2525
Compass Capital Management
Minnesota
$2.8M +$2.47M +9,660 New