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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
751
Oak Harvest Investment Services
Texas
$21.1M +$1.85M +8,805 +10%
FTF
752
Freedom Together Foundation
New York
$21.1M -$31.6M -150,000 -60%
SWIG
753
Strategic Wealth Investment Group
Kentucky
$21M +$6.06M +28,780 +39%
CAM
754
Congress Asset Management
Massachusetts
$20.9M -$282K -1,341 -1%
Assenagon Asset Management
755
Assenagon Asset Management
Luxembourg
$20.8M +$1.84M +8,717 +10%
TFS
756
Thoroughbred Financial Services
Tennessee
$20.8M -$202K -958 -1%
BFA
757
Bragg Financial Advisors
North Carolina
$20.7M -$215K -1,023 -1%
PF
758
Phoenix Financial
Israel
$20.7M +$2.18M +10,344 +12%
CAM
759
Cidel Asset Management
Ontario, Canada
$20.7M -$6.53K -31 -0%
M
760
MOTCO
Texas
$20.7M -$1.69M -8,022 -8%
YC
761
Yarbrough Capital
Tennessee
$20.6M
CA
762
CSM Advisors
Pennsylvania
$20.6M -$516K -2,452 -2%
TSW
763
Thompson Siegel & Walmsley
Virginia
$20.5M +$181K +857 +0.9%
CA
764
Cullinan Associates
Kentucky
$20.5M +$613K +2,909 +3%
TW
765
Transform Wealth
Colorado
$20.4M +$216K +1,027 +1%
CWM
766
Cabot Wealth Management
Massachusetts
$20.4M -$308K -1,463 -1%
TF
767
Talbot Financial
Washington
$20.3M +$601K +2,851 +3%
AFG
768
Albion Financial Group
Utah
$20.3M -$7.25M -34,407 -26%
GCAC
769
Guardian Capital Advisors (Canada)
Ontario, Canada
$20.3M -$96.3K -457 -0.5%
GJCM
770
Grand Jean Capital Management
California
$20.2M +$1.58M +7,499 +8%
FSA
771
Fort Sheridan Advisors
Illinois
$20.2M +$294K +1,394 +1%
CAMG
772
CWA Asset Management Group
Florida
$20.2M +$20.2M +95,748 New
TTWM
773
TCV Trust & Wealth Management
Virginia
$20M -$550K -2,612 -3%
SMFG
774
Sumitomo Mitsui Financial Group
Japan
$20M +$1.17M +5,545 +6%
FG
775
Fiduciary Group
Georgia
$20M -$164K -778 -0.8%