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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
3601
American Investment Services
Massachusetts
$895K – – –
MPIA
3602
Milestones Private Investment Advisors
New York
$893K – – –
HFS
3603
Heritage Financial Services
Massachusetts
$893K +$102K +342 +14%
OCM
3604
Objective Capital Management
Ohio
$890K -$7.43K -25 -0.9%
VFP
3605
Verus Financial Partners
Virginia
$888K -$70.8K -238 -8%
HI
3606
Harrington Investments
California
$888K -$114K -382 -12%
Harvest Fund Management
3607
Harvest Fund Management
China
$886K -$79.4K -267 -9%
CFG
3608
Copley Financial Group
California
$886K -$86.5K -291 -9%
B
3609
Bensler
Washington
$886K +$16.7K +56 +2%
TCM
3610
Thoma Capital Management
Maryland
$886K -$37.2K -125 -4%
CRIG
3611
Charter Research & Investment Group
Connecticut
$884K -$19.3K -65 -2%
MPAM
3612
Murphy Pohlad Asset Management
Minnesota
$883K – – –
SGDR
3613
SPX Gestao de Recursos
Brazil
$883K +$833K +2,800 New
CWP
3614
Clark Wealth Partners
Illinois
$883K +$676K +2,274 +487%
IWM
3615
Integris Wealth Management
California
$883K -$8.63K -29 -1%
C1AG
3616
Client 1st Advisory Group
Florida
$882K +$66.6K +224 +9%
BAM
3617
Broyhill Asset Management
North Carolina
$881K -$14.9K -50 -2%
WWG
3618
West Wealth Group
California
$881K +$124K +416 +17%
OCG
3619
Opus Capital Group
Ohio
$880K -$28K -94 -3%
Balentine LLC
3620
Balentine LLC
Georgia
$879K +$55.6K +187 +7%
FCM
3621
Fortis Capital Management
Washington
$879K +$138K +463 +20%
PAG
3622
Paladin Advisory Group
Iowa
$878K -$5.35K -18 -0.6%
CWA
3623
Centerline Wealth Advisors
Kentucky
$878K +$79.7K +268 +11%
SA
3624
Strategic Advocates
Utah
$878K +$14.6K +49 +2%
SG Americas Securities
3625
SG Americas Securities
New York
$877K -$11.4M -38,329 -93%