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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CP
3501
Creekside Partners
California
$1M -$27.4K -92 -3%
IIM
3502
Ironwood Investment Management
Massachusetts
$995K
OAS
3503
Optivise Advisory Services
Tennessee
$994K +$301K +1,012 +47%
HF
3504
Holcombe Financial
Georgia
$993K
PIM
3505
Pullen Investment Management
Florida
$992K +$595 +2 +0.1%
TCM
3506
TruNorth Capital Management
Michigan
$992K +$14.9K +50 +2%
EFG
3507
Ehrlich Financial Group
California
$990K -$52.6K -177 -5%
LFG
3508
Lockerman Financial Group
California
$990K -$9.81K -33 -1%
FCT
3509
First Community Trust
Iowa
$987K -$48.2K -162 -5%
NP
3510
Ninepoint Partners
Ontario, Canada
$986K -$244K -820 -21%
TC
3511
Tacita Capital
Ontario, Canada
$985K +$10.7K +36 +1%
MPW
3512
Magnolia Private Wealth
Pennsylvania
$985K +$14K +47 +2%
OAM
3513
Oberweis Asset Management
Illinois
$984K -$97.8K -329 -10%
AWA
3514
Arbor Wealth Advisors
Michigan
$983K -$6.54K -22 -0.7%
FI
3515
Financial Insights
Washington
$980K +$101K +339 +12%
MJRIC
3516
Mogy Joel R Investment Counsel
California
$978K -$14.9K -50 -2%
Cohen & Steers
3517
Cohen & Steers
New York
$978K
BCMLT
3518
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K +$35.1K +118 +4%
SWM
3519
SilverOak Wealth Management
Minnesota
$977K -$142K -479 -13%
MF
3520
Meridian Financial
Massachusetts
$976K
AF
3521
Atala Financial
California
$974K
PPC
3522
Pennington Partners & Co
Maryland
$973K +$11.3K +38 +1%
AA
3523
Alpha Advisors
Virginia
$972K +$10.7K +36 +1%
WAM
3524
WealthTrust Asset Management
Florida
$972K +$1.78K +6 +0.2%
RMC
3525
Ring Mountain Capital
California
$968K +$4.76K +16 +0.5%