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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2926
SSI Investment Management
California
$621K -$8.24K -55 -1%
SFG
2927
Sovereign Financial Group
Connecticut
$618K -$84.7K -565 -12%
LWM
2928
Liberty Wealth Management
California
$618K -$41.2K -275 -6%
CGH
2929
CMG Global Holdings
Texas
$618K
NVIM
2930
New Vernon Investment Management
Illinois
$617K
ABLA
2931
Alan B. Lancz & Associates
Ohio
$614K
BAG
2932
Bridgewealth Advisory Group
California
$614K +$450 +3 +0.1%
IAG
2933
Investmark Advisory Group
Connecticut
$614K +$31.5K +210 +5%
WA1
2934
Wimmer Associates 1
California
$612K +$8.24K +55 +1%
RHDIC
2935
R.H. Dinel Investment Counsel
California
$612K
ZIMP
2936
Zimmermann Investment Management & Planning
Pennsylvania
$611K +$3.6K +24 +0.6%
DOA
2937
D'Orazio & Associates
Virginia
$611K +$26.8K +179 +4%
HI
2938
Humankind Investments
New York
$611K -$51.3K -342 -8%
SXL
2939
Summit X LLC
Missouri
$611K -$1.69M -11,267 -73%
NFG
2940
Nadler Financial Group
Illinois
$610K -$27.4K -183 -4%
VIM
2941
VELA Investment Management
Ohio
$608K
MFG
2942
Mainsail Financial Group
Washington
$608K +$634K +4,227 New
SGWM
2943
Sterling Group Wealth Management
California
$607K +$150 +1 +0%
SRSA
2944
S.R. Schill & Associates
Washington
$606K -$63.9K -426 -9%
Fiera Capital (Canada)
2945
Fiera Capital (Canada)
Quebec, Canada
$605K -$720K -4,800 -53%
CWG
2946
Crown Wealth Group
North Carolina
$604K -$54K -360 -8%
CFG
2947
Carr Financial Group
Massachusetts
$604K +$30.9K +206 +5%
SC
2948
Schoolcraft Capital
Colorado
$602K
MWM
2949
Maltin Wealth Management
New Jersey
$598K +$3.3K +22 +0.5%
TFCP
2950
Twin Focus Capital Partners
Massachusetts
$598K -$559K -3,728 -47%