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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AP
2701
Atwood & Palmer
Missouri
$1.5M – – –
LIA
2702
LBMC Investment Advisors
Tennessee
$1.5M – – –
HG
2703
Herbst Group
Connecticut
$1.49M -$79K -375 -5%
5SA
2704
5th Street Advisors
Connecticut
$1.49M +$240K +1,140 +19%
SFS
2705
Security Financial Services
Indiana
$1.48M +$12.8K +61 +0.9%
OKSA
2706
O'Keefe Stevens Advisory
New York
$1.48M +$193K +914 +15%
GCS
2707
Gordian Capital (Singapore)
Singapore
$1.48M +$120K +568 +9%
HFA
2708
Highland Financial Advisors
New Jersey
$1.47M -$14.5K -69 -1%
SCA
2709
Sippican Capital Advisors
Massachusetts
$1.47M -$843 -4 -0.1%
MFWP
2710
Mosaic Family Wealth Partners
Missouri
$1.47M +$14.1K +67 +1%
CPM
2711
Connective Portfolio Management
New York
$1.47M +$211K +1,000 +11%
ARGA Investment Management
2712
ARGA Investment Management
Connecticut
$1.47M – – –
TVAMP
2713
Tennessee Valley Asset Management Partners
Tennessee
$1.46M -$3.79K -18 -0.3%
WCA
2714
Waypoint Capital Advisors
Minnesota
$1.46M +$24.4K +116 +2%
CS
2715
Capital Square
Tennessee
$1.46M -$223K -1,057 -13%
AGA
2716
Accuvest Global Advisors
Utah
$1.46M +$1.46M +6,914 New
BWM
2717
Birchcreek Wealth Management
Ohio
$1.46M -$34.5K -164 -2%
NJIM
2718
Nabity-Jensen Investment Management
Nebraska
$1.46M -$24K -114 -2%
HWA
2719
Heartwood Wealth Advisors
Virginia
$1.46M -$30.5K -145 -2%
OWG
2720
Oxford Wealth Group
Florida
$1.45M -$429K -2,035 -23%
SCP
2721
Sivia Capital Partners
California
$1.45M +$40.9K +194 +3%
RFG
2722
RFP Financial Group
Georgia
$1.45M -$114K -540 -7%
FFA
2723
Frazier Financial Advisors
Ohio
$1.45M -$49.1K -233 -3%
SDWMA
2724
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.45M +$128K +610 +10%
DM
2725
Delphi Management
Massachusetts
$1.45M -$447K -2,124 -24%