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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
876
Carson Wealth (CWM LLC)
Nebraska
$6.18M +$707K +9,269 +15%
CIA
877
Capital Investment Advisors
Georgia
$6.17M +$61.8K +811 +1%
RI
878
Redwood Investments
Massachusetts
$6.17M +$5.45M +71,495 New
GCM
879
Garland Capital Management
Washington
$6.15M -$7.63K -100 -0.1%
CCM
880
CWH Capital Management
Washington
$6.14M -$19.4K -255 -0.4%
MCMT
881
Moon Capital Management (Tennessee)
Tennessee
$6.14M -$167K -2,186 -3%
BHWM
882
Bar Harbor Wealth Management
New Hampshire
$6.12M +$169K +2,213 +3%
ANTB
883
AMG National Trust Bank
Colorado
$6.1M +$226K +2,963 +4%
CIS
884
Connors Investor Services
Pennsylvania
$6.06M -$5.51M -72,240 -51%
LPT
885
Legacy Private Trust
Wisconsin
$6.04M +$3.58M +46,899 +203%
MRCM
886
M&R Capital Management
New Jersey
$6.03M +$176K +2,307 +3%
FLPIM
887
F.L. Putnam Investment Management
Massachusetts
$6.01M -$624K -8,180 -11%
PCA
888
Personal Capital Advisors
California
$6M +$696K +9,128 +15%
Nuveen Fund Advisors
889
Nuveen Fund Advisors
Illinois
$5.99M -$552K -7,241 -9%
PGIM
890
Pacific Global Investment Management
California
$5.99M +$250K +3,284 +5%
SB
891
Simmons Bank
Arkansas
$5.97M -$14K -183 -0.3%
FA
892
Fagan Associates
New York
$5.96M -$52.6K -690 -1%
SHGA
893
Sand Hill Global Advisors
California
$5.96M +$45.5K +597 +0.9%
WBG
894
Wharton Business Group
Pennsylvania
$5.95M -$1.53M -20,112 -23%
WFMPM
895
Woodley Farra Manion Portfolio Management
Indiana
$5.93M +$4.25M +55,770 +429%
AL
896
Aspiriant LLC
California
$5.93M +$9.91K +130 +0.2%
ECM
897
Everence Capital Management
Indiana
$5.93M +$823K +10,797 +19%
FCT
898
Family Capital Trust
Massachusetts
$5.92M -$766K -10,041 -13%
TCM
899
Tradition Capital Management
New Jersey
$5.89M -$2.15M -28,212 -29%
ISB
900
Iowa State Bank
Iowa
$5.88M +$74.3K +974 +1%