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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OHS
2551
Odey Holdings (Switzerland)
Switzerland
$761K +$144K +1,000 +25%
CMI
2552
Clare Market Investments
Texas
$759K +$132K +917 +23%
DL
2553
DOHJ LLC
Washington
$757K +$3.45K +24 +0.5%
WDA
2554
Wendell David Associates
New Hampshire
$757K +$55.7K +387 +8%
Benjamin Edwards Inc
2555
Benjamin Edwards Inc
Missouri
$756K -$177K -1,233 -20%
BIMC
2556
Benson Investment Management Company
Virginia
$754K – – –
Apella Capital
2557
Apella Capital
Connecticut
$754K +$18K +125 +3%
FP
2558
Financial Perspectives
Minnesota
$754K +$125K +870 +21%
CCC
2559
Chelsea Counsel Company
California
$749K – – –
DIM
2560
Delta Investment Management
California
$749K +$27.2K +189 +4%
Sax Wealth Advisors
2561
Sax Wealth Advisors
New Jersey
$748K +$15.3K +106 +2%
LAM
2562
LifePro Asset Management
California
$746K -$109K -755 -13%
TIM
2563
Tortoise Investment Management
New York
$746K -$12.2K -85 -2%
FB
2564
First Bancorp
Maine
$744K +$703K +4,888 New
SRSA
2565
S.R. Schill & Associates
Washington
$743K +$3.45K +24 +0.5%
VFPI
2566
Vantage Financial Partners (Illinois)
Illinois
$742K -$24.5K -170 -3%
AAM
2567
AMI Asset Management
California
$735K +$48.9K +340 +8%
CPSC
2568
Carl P. Sherr & Co
Massachusetts
$734K -$1.29K -9 -0.2%
MTC
2569
McDaniel Terry & Co
Texas
$734K – – –
HWA
2570
HHM Wealth Advisors
Tennessee
$731K +$35.5K +247 +5%
OWA
2571
Outlook Wealth Advisors
Texas
$725K +$288 +2 +0%
CWP
2572
Curated Wealth Partners
California
$722K -$119K -827 -15%
GCP
2573
GSA Capital Partners
United Kingdom
$719K +$371K +2,577 +120%
Loomis, Sayles & Company
2574
Loomis, Sayles & Company
Massachusetts
$719K +$400K +2,777 +143%
KIG
2575
Kowal Investment Group
Wisconsin
$718K -$61.7K -429 -8%