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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2976
Silverlake Wealth Management
Vermont
$554K -$10.2K -74 -2%
GS
2977
GTS Securities
Florida
$554K +$524K +3,812 New
CCP
2978
Cassia Capital Partners
North Carolina
$554K +$524K +3,810 New
CCM
2979
Community Capital Management
Florida
$553K -$117K -850 -18%
Jacobs Levy Equity Management
2980
Jacobs Levy Equity Management
New Jersey
$552K +$283K +2,054 +118%
LCM
2981
LCM Capital Management
Illinois
$550K -$2.48K -18 -0.5%
BWM
2982
Baron Wealth Management
Michigan
$550K -$95.9K -697 -16%
THL
2983
Tillman Hartley LLC
Colorado
$550K
NED
2984
Nancy E. Dempze
$549K -$4.13K -30 -0.8%
PGA
2985
Portland Global Advisors
Maine
$549K -$60.4K -439 -10%
SPI
2986
Santori & Peters Inc
Pennsylvania
$547K +$1.79K +13 +0.3%
RWM
2987
RBA Wealth Management
California
$546K -$4.14M -30,084 -89%
CF
2988
Clarity Financial
Texas
$540K +$511K +3,714 New
HC
2989
Hourglass Capital
Texas
$540K
PCIG
2990
Partners Capital Investment Group
Massachusetts
$539K +$510K +3,707 New
HPWM
2991
High Pines Wealth Management
Massachusetts
$539K +$1.1K +8 +0.2%
NA
2992
Nottingham Advisors
New York
$538K
APWA
2993
Atlas Private Wealth Advisors
New Jersey
$538K +$256K +1,858 +101%
KBFS
2994
Kohmann Bosshard Financial Services
Ohio
$537K
GFWA
2995
Grey Fox Wealth Advisors
Delaware
$537K -$307K -2,234 -38%
SA
2996
Shilanski & Associates
Alaska
$537K -$9.35K -68 -2%
RA
2997
Ruggaard & Associates
Ohio
$537K +$7.57K +55 +2%
RW
2998
Rede Wealth
Virginia
$537K -$220K -1,599 -30%
BWA
2999
BlueSky Wealth Advisors
North Carolina
$535K +$101K +735 +25%
DWA
3000
Dougherty Wealth Advisers
Minnesota
$534K