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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
3001
D'Orazio & Associates
Virginia
$2.05M +$31.6K +102 +2%
BW
3002
BXM Wealth
Colorado
$2.05M -$124K -399 -6%
RB
3003
Renasant Bank
Mississippi
$2.04M -$255K -823 -11%
GHA
3004
Granite Harbor Advisors
Texas
$2.04M +$56.3K +182 +3%
PAG
3005
Powers Advisory Group
Illinois
$2.04M +$6.81K +22 +0.3%
IRP
3006
Investment Research Partners
Pennsylvania
$2.03M +$40.6K +131 +2%
CCM
3007
Crew Capital Management
Ohio
$2.03M +$31K +100 +2%
CS
3008
Capital Square
Tennessee
$2.03M -$43K -139 -2%
BM
3009
Berman McAleer
Maryland
$2.03M +$59.1K +191 +3%
HIC
3010
Hamrick Investment Counsel
Washington
$2.03M +$1.95M +6,293 New
KFS
3011
Keynote Financial Services
Connecticut
$2.03M -$15.5K -50 -0.8%
CWP
3012
Curated Wealth Partners
California
$2.03M +$651K +2,102 +50%
KIA
3013
Knollwood Investment Advisory
Maryland
$2.02M
SPWM
3014
Spartan Planning & Wealth Management
North Carolina
$2.02M +$246K +795 +15%
ATS
3015
Ashton Thomas Securities
New York
$2.02M +$54.5K +176 +3%
BPW
3016
Bingham Private Wealth
California
$2.01M +$1.94M +6,251 New
SF
3017
Sun Financial
Utah
$2.01M +$1.93M +6,245 New
HFS
3018
Howard Financial Services
Texas
$2.01M +$31.9K +103 +2%
Group One Trading
3019
Group One Trading
Illinois
$2M +$1.93M +6,221 New
GIPW
3020
Granite Islands Private Wealth
Connecticut
$2M +$1.94M +6,260 New
CGFA
3021
Colton Groome Financial Advisors
North Carolina
$2M +$160K +516 +9%
KSWWM
3022
Keyes Stange & Wooten Wealth Management
Florida
$2M -$78.3K -253 -4%
PBK
3023
Peoples Bank (Kansas)
Kansas
$2M -$76.8K -248 -4%
SCA
3024
St. Clair Advisors
Ohio
$1.99M
OFS
3025
Oldfather Financial Services
Nebraska
$1.99M +$243K +784 +15%