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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CMI
2551
Clare Market Investments
Texas
$759K +$132K +917 +23%
DL
2552
DOHJ LLC
Washington
$757K +$3.45K +24 +0.5%
WDA
2553
Wendell David Associates
New Hampshire
$757K +$55.7K +387 +8%
BEI
2554
Benjamin Edwards Inc
Missouri
$756K -$177K -1,233 -20%
BIMC
2555
Benson Investment Management Company
Virginia
$754K
AC
2556
Apella Capital
Connecticut
$754K +$18K +125 +3%
FP
2557
Financial Perspectives
Minnesota
$754K +$125K +870 +21%
CCC
2558
Chelsea Counsel Company
California
$749K
DIM
2559
Delta Investment Management
California
$749K +$27.2K +189 +4%
SWA
2560
Sax Wealth Advisors
New Jersey
$748K +$15.3K +106 +2%
LAM
2561
LifePro Asset Management
California
$746K -$109K -755 -13%
TIM
2562
Tortoise Investment Management
New York
$746K -$12.2K -85 -2%
FB
2563
First Bancorp
Maine
$744K +$703K +4,888 New
SRSA
2564
S.R. Schill & Associates
Washington
$743K +$3.45K +24 +0.5%
VFPI
2565
Vantage Financial Partners (Illinois)
Illinois
$742K -$24.5K -170 -3%
AAM
2566
AMI Asset Management
California
$735K +$48.9K +340 +8%
CPSC
2567
Carl P. Sherr & Co
Massachusetts
$734K -$1.29K -9 -0.2%
MTC
2568
McDaniel Terry & Co
Texas
$734K
HWA
2569
HHM Wealth Advisors
Tennessee
$731K +$35.5K +247 +5%
OWA
2570
Outlook Wealth Advisors
Texas
$725K +$288 +2 +0%
CWP
2571
Curated Wealth Partners
California
$722K -$119K -827 -15%
GCP
2572
GSA Capital Partners
United Kingdom
$719K +$371K +2,577 +120%
Loomis, Sayles & Company
2573
Loomis, Sayles & Company
Massachusetts
$719K +$400K +2,777 +143%
KIG
2574
Kowal Investment Group
Wisconsin
$718K -$61.7K -429 -8%
WA1
2575
Wimmer Associates 1
California
$714K -$20.1K -140 -3%