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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
3026
Roberts, Glore & Co
Illinois
$934K -$120K -665 -12%
T. Rowe Price Investment Management
3027
T. Rowe Price Investment Management
Maryland
$934K +$424K +2,348 +101%
CFD
3028
Creative Financial Designs
Indiana
$931K -$307K -1,700 -27%
PCI
3029
Planning Center Inc
Illinois
$930K +$26K +144 +3%
BCM
3030
Brown Capital Management
Maryland
$929K -$3.43K -19 -0.4%
THWM
3031
Taylor Hoffman Wealth Management
Virginia
$928K -$57.6K -319 -6%
FFWM
3032
Future Financial Wealth Management
Ohio
$927K -$18K -100 -2%
WPW
3033
Warther Private Wealth
Ohio
$925K +$96K +532 +13%
AF
3034
Apollon Financial
South Carolina
$924K +$61K +338 +8%
PA
3035
PSI Advisors
Florida
$923K -$265K -1,470 -24%
NFG
3036
Nadler Financial Group
Illinois
$922K +$65.3K +362 +9%
TFF
3037
The Family Firm
Maryland
$922K +$38.8K +215 +5%
HIS
3038
Harvest Investment Services
Illinois
$921K -$15.3K -85 -2%
SC
3039
Sierra Capital
Florida
$920K +$5.05K +28 +0.6%
MC
3040
Matisse Capital
Oregon
$918K -$3.61K -20 -0.4%
FP
3041
Fiduciary Planning
Florida
$918K +$541 +3 +0.1%
WDA
3042
Wendell David Associates
New Hampshire
$916K +$4.69K +26 +0.6%
SCM
3043
Sterneck Capital Management
Missouri
$916K -$197K -1,089 -19%
WA
3044
Wealthstream Advisors
New York
$916K +$7.58K +42 +0.9%
DCM
3045
Dimension Capital Management
Florida
$914K +$79.2K +439 +11%
CFA
3046
CWS Financial Advisors
Michigan
$914K -$299K -1,659 -27%
MIM
3047
Merrion Investment Management
New Jersey
$910K
TA
3048
TFB Advisors
Kansas
$910K +$508K +2,814 +146%
CWG
3049
Crown Wealth Group
North Carolina
$909K +$27.8K +154 +4%
AGA
3050
Arkos Global Advisors
Texas
$908K -$62.4K -346 -7%