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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VV
626
Verity & Verity
South Carolina
$21.2M -$5.69M -37,957 -21%
TC
627
TownSquare Capital
Utah
$21.1M -$849K -5,663 -4%
MWM
628
Moran Wealth Management
Florida
$21.1M +$21.1M +141,030 +3,178%
AHB
629
Abner Herrman & Brock
New Jersey
$20.9M -$498K -3,320 -2%
SC
630
SouthState Corp
Florida
$20.9M +$87.8K +586 +0.4%
NB
631
NBT Bank
New York
$20.8M +$6.85M +45,699 +47%
PP
632
Patten & Patten
Tennessee
$20.7M -$80.2K -535 -0.4%
DMIC
633
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.3M -$1.75M -11,699 -8%
LCM
634
Logan Capital Management
Pennsylvania
$20.3M -$2.17M -14,496 -9%
NRS
635
Neville Rodie & Shaw
New York
$20.1M -$51.6K -344 -0.2%
DCM
636
Dupont Capital Management
Delaware
$20.1M +$10.6M +70,852 +105%
RMC
637
Resources Management Corp
Connecticut
$20M -$151K -1,006 -0.7%
CA
638
Callahan Advisors
Texas
$19.9M +$54.3K +362 +0.3%
B
639
Bailard
California
$19.9M +$1.71M +11,423 +9%
HSA
640
HBK Sorce Advisory
Pennsylvania
$19.8M -$480K -3,201 -2%
MWM
641
Meridian Wealth Management
Kentucky
$19.8M +$2.15M +14,310 +12%
MGP
642
Metis Global Partners
California
$19.8M +$2.86M +19,099 +16%
AWCI
643
Alpine Woods Capital Investors
New York
$19.7M -$500K -3,335 -2%
KCM
644
Kanawha Capital Management
Virginia
$19.7M +$415K +2,767 +2%
RC
645
RBO & Co
California
$19.6M -$108K -721 -0.5%
PFS
646
Prospera Financial Services
Texas
$19.6M +$90.8K +606 +0.5%
AWM
647
Axxcess Wealth Management
California
$19.6M +$10.1M +67,243 +99%
SCA
648
Snowden Capital Advisors
New York
$19.5M +$3.25M +21,690 +15%
OPCM
649
Osborne Partners Capital Management
California
$19.5M -$7.5K -50 -0%
PCIA
650
Prime Capital Investment Advisors
Kansas
$19.5M +$262K +1,745 +1%