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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OL
2601
OneFund LLC
Florida
$1.3M +$1.16M +7,647 New
FVWA
2602
Foster Victor Wealth Advisors
South Carolina
$1.3M +$30.8K +203 +3%
SA
2603
SRN Advisors
Pennsylvania
$1.3M +$437K +2,881 +61%
FMN
2604
Financial Management Network
California
$1.3M +$9.24K +61 +0.8%
SHFA
2605
SC&H Financial Advisors
Maryland
$1.29M -$3.79K -25 -0.3%
COCM
2606
Charter Oak Capital Management
New Hampshire
$1.29M +$33.9K +224 +3%
PFS
2607
Physicians Financial Services
North Carolina
$1.29M -$37.9K -250 -3%
CastleKeep Investment Advisors
2608
CastleKeep Investment Advisors
Connecticut
$1.28M +$1.14M +7,529 New
AWG
2609
Altus Wealth Group
Colorado
$1.28M +$12.6K +83 +1%
AA
2610
Alta Advisers
United Kingdom
$1.28M
MPW
2611
Monterey Private Wealth
California
$1.28M -$20.3K -134 -2%
S
2612
Sunpointe
Missouri
$1.27M +$1.14M +7,495 New
RLWM
2613
RF&L Wealth Management
Massachusetts
$1.27M
CNBT
2614
Cornerstone National Bank & Trust
Illinois
$1.27M -$20.2K -133 -2%
LIA
2615
LBMC Investment Advisors
Tennessee
$1.27M
PWP
2616
Pursue Wealth Partners
California
$1.27M
FCAS
2617
First Command Advisory Services
Texas
$1.27M +$28.3K +187 +3%
CP
2618
Covenant Partners
Tennessee
$1.27M -$12.1K -80 -1%
TC
2619
Trust Company
Kansas
$1.27M -$16.5K -109 -1%
TA
2620
TCM Advisors
West Virginia
$1.26M
LIM
2621
Longfellow Investment Management
Massachusetts
$1.25M -$711K -4,693 -39%
AA
2622
Alesco Advisors
New York
$1.25M -$67.6K -446 -6%
IIM
2623
Ironwood Investment Management
Massachusetts
$1.25M
JWWM
2624
Johnson & White Wealth Management
Pennsylvania
$1.25M -$225K -1,486 -17%
CRI
2625
Colonial River Investments
Virginia
$1.25M -$598K -3,947 -35%