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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
3326
Goldstream Capital Management
Hong Kong
$1.21M – – –
CAM
3327
Creekmur Asset Management
Illinois
$1.21M -$512K -1,720 -31%
BCG
3328
Bravias Capital Group
New Jersey
$1.21M -$131K -441 -10%
WIM
3329
Warwick Investment Management
Texas
$1.21M +$94.9K +319 +9%
CC
3330
Cultivar Capital
Texas
$1.21M – – –
EBSAM
3331
Eubel Brady & Suttman Asset Management
Ohio
$1.21M -$176K -593 -13%
BRWM
3332
Blue Rock Wealth Management
North Carolina
$1.21M +$85.4K +287 +8%
PPA
3333
Pacific Point Advisors
California
$1.21M – – –
QVR
3334
QVR
California
$1.2M +$684K +2,299 +151%
PHIC
3335
Pine Haven Investment Counsel
Massachusetts
$1.2M -$20.8K -70 -2%
BBPWM
3336
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$48.5K +163 +4%
CIAS
3337
CBIZ Investment Advisory Services
Ohio
$1.2M +$737K +2,477 +186%
VF
3338
Vawter Financial
Ohio
$1.2M +$856K +2,877 +309%
PWP
3339
Prasad Wealth Partners
Ohio
$1.2M -$86.8K -292 -7%
RA
3340
Rise Advisors
New York
$1.2M +$42.8K +144 +4%
Banque de Luxembourg Investments (BLI)
3341
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M – – –
PA
3342
PSI Advisors
Florida
$1.2M -$83.3K -280 -7%
CAG
3343
Curtis Advisory Group
California
$1.2M – – –
FA
3344
Fiducient Advisors
Illinois
$1.2M +$142K +477 +14%
LGWM
3345
Litman Gregory Wealth Management
California
$1.2M – – –
FFM
3346
Flagstone Financial Management
Nebraska
$1.19M – – –
TCM
3347
Tributary Capital Management
Nebraska
$1.19M -$61K -205 -5%
RA
3348
Rational Advisors
New York
$1.19M +$33K +111 +3%
VFG
3349
Victory Financial Group
Texas
$1.19M -$155K -520 -12%
HG
3350
Harbor Group
New Hampshire
$1.19M -$67.2K -226 -6%