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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
801
Peak Asset Management
Colorado
$8.65M +$1.34M +14,079 +18%
CWM
802
Circle Wealth Management
New Jersey
$8.65M +$82.9K +874 +1%
CCT
803
Chemung Canal Trust
New York
$8.64M +$2.89M +30,502 +50%
AIP
804
Ameritas Investment Partners
Nebraska
$8.6M -$211K -2,219 -2%
DA
805
Denali Advisors
California
$8.57M -$1.09M -11,500 -11%
FM
806
Foster & Motley
Ohio
$8.52M -$740K -7,796 -8%
DBT
807
Dubuque Bank & Trust
Iowa
$8.49M -$554K -5,842 -6%
KPCM
808
Kings Point Capital Management
New York
$8.47M +$203K +2,135 +2%
BHWM
809
Bar Harbor Wealth Management
New Hampshire
$8.47M +$399K +4,205 +5%
CFC
810
Cincinnati Financial Corp
Ohio
$8.46M
MGM
811
Miura Global Management
New York
$8.46M +$8.54M +90,000 New
HVIA
812
Hudson Valley Investment Advisors
New York
$8.45M +$289K +3,046 +4%
SAM
813
Strategy Asset Managers
California
$8.43M -$139K -1,467 -2%
LIM
814
Leavell Investment Management
Alabama
$8.4M +$192K +2,019 +2%
WCMN
815
Westchester Capital Management (Nebraska)
Nebraska
$8.33M -$1.61K -17 -0%
GLLW
816
Graves Light Lenhart Wealth
Virginia
$8.3M +$39.9K +421 +0.5%
SS
817
Simplicity Solutions
Minnesota
$8.27M +$2.52M +26,576 +43%
PI
818
PFS Investments
Georgia
$8.27M +$1.7M +17,906 +26%
AC
819
Alexandria Capital
Virginia
$8.26M -$33.4K -352 -0.4%
CC
820
Courier Capital
New York
$8.24M +$30.6K +322 +0.4%
BIA
821
Biondo Investment Advisors
Pennsylvania
$8.1M +$142K +1,493 +2%
MCM
822
Maryland Capital Management
Maryland
$8.1M +$1.11M +11,653 +16%
MWM
823
Meridian Wealth Management
Kentucky
$8.06M +$298K +3,140 +4%
FPCG
824
Fort Pitt Capital Group
Pennsylvania
$8.04M +$1.07M +11,286 +15%
MMA
825
Miracle Mile Advisors
California
$8.04M +$2M +21,048 +33%