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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
2676
Meridian Financial Partners
Virginia
$2.86M -$51.1K -165 -2%
KFA
2677
Kapstone Financial Advisors
Ohio
$2.86M -$20.4K -66 -0.7%
AP
2678
Atwood & Palmer
Missouri
$2.85M +$3.41K +11 +0.1%
KFSC
2679
Keystone Financial Services (Colorado)
Colorado
$2.84M -$32.2K -104 -1%
OFS
2680
OneAscent Financial Services
Alabama
$2.84M -$3.84M -12,389 -58%
BI
2681
Bolthouse Investments
California
$2.84M +$150K +485 +6%
MIC
2682
Meridian Investment Counsel
California
$2.83M
WG
2683
WMS Group
Louisiana
$2.83M +$2.72M +8,788 New
IA
2684
IFG Advisors
Missouri
$2.83M -$5.88K -19 -0.2%
1WM
2685
1900 Wealth Management
Texas
$2.83M -$163K -528 -6%
GPWM
2686
Grant Private Wealth Management
California
$2.83M -$56.3K -182 -2%
BSI
2687
Bennett Selby Investments
Maine
$2.82M +$310 +1 +0%
MKC
2688
M. Kraus & Co
Vermont
$2.82M -$18.3K -59 -0.7%
RB
2689
Rodgers Brothers
Pennsylvania
$2.82M +$31.6K +102 +1%
TRIA
2690
Trail Ridge Investment Advisors
Colorado
$2.82M +$29.7K +96 +1%
BFG
2691
Bouchey Financial Group
New York
$2.82M +$11.5K +37 +0.4%
LIA
2692
LBMC Investment Advisors
Tennessee
$2.82M +$27.2K +88 +1%
GWP
2693
Gen-Wealth Partners
Michigan
$2.81M +$295K +952 +12%
WP
2694
Westmount Partners
California
$2.81M -$69K -223 -2%
EM
2695
ELCO Management
New York
$2.8M +$538K +1,739 +25%
WI
2696
WrapManager Inc
California
$2.8M -$408K -1,317 -13%
OBGC
2697
O'Brien Greene & Co
Pennsylvania
$2.8M +$243K +785 +10%
RA
2698
RoundAngle Advisors
New Jersey
$2.79M +$94.7K +306 +4%
FRA
2699
Front Row Advisors
California
$2.79M +$15.5K +50 +0.6%
WIA
2700
Westbourne Investment Advisors
Maryland
$2.79M