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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2526
Crux Wealth Advisors
California
$3.25M -$117K -376 -4%
LWMM
2527
Legacy Wealth Management (Mississippi)
Mississippi
$3.25M -$788K -2,537 -20%
SEEDPG
2528
S.E.E.D. Planning Group
New York
$3.25M -$28.6K -92 -0.9%
BC
2529
Barrett & Company
Rhode Island
$3.25M +$116K +373 +4%
NPF
2530
Norris Perne & French
Michigan
$3.25M -$2.86M -9,209 -48%
CFG
2531
Cooper Financial Group
California
$3.24M -$140K -451 -4%
DAM
2532
Directional Asset Management
Illinois
$3.23M -$392K -1,261 -11%
TRIA
2533
Trail Ridge Investment Advisors
Colorado
$3.23M -$65.8K -212 -2%
CCA
2534
Childress Capital Advisors
Texas
$3.23M +$101K +324 +3%
UAML
2535
US Asset Management LLC
Pennsylvania
$3.23M -$46.9K -151 -2%
SRC
2536
Sage Rhino Capital
California
$3.23M +$16.5K +53 +0.5%
WAM
2537
Wernau Asset Management
Massachusetts
$3.22M +$68.3K +220 +2%
CG
2538
Corundum Group
Colorado
$3.22M +$27K +87 +0.9%
AT
2539
Adelphi Trust
Florida
$3.22M +$740K +2,383 +32%
SA
2540
SJBenen ADVISORY
North Carolina
$3.21M
CCM
2541
Compass Capital Management
Minnesota
$3.21M -$3.1K -10 -0.1%
SWK
2542
Stephen W. Kidder
$3.21M
HFM
2543
Hartford Funds Management
Pennsylvania
$3.21M +$257K +827 +9%
RSVP
2544
Ramsay Stattman Vela & Price
Colorado
$3.21M
SMH
2545
Sanders Morris Harris
Texas
$3.2M -$2.75M -8,861 -48%
GWP
2546
Gen-Wealth Partners
Michigan
$3.2M +$159K +511 +6%
ACL
2547
Applied Capital LLC
Florida
$3.2M -$3.1K -10 -0.1%
VPW
2548
Vaquero Private Wealth
Texas
$3.2M +$3.03M +9,767 New
FCB
2549
First County Bank
Connecticut
$3.19M +$359K +1,156 +13%
BCM
2550
Bannerstone Capital Management
Minnesota
$3.18M -$932 -3 -0%