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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
STA
876
Summit Trail Advisors
New York
$16.6M +$1.28M +6,099 +8%
BCM
877
BTC Capital Management
Iowa
$16.6M -$1.06M -5,027 -6%
HVIA
878
Hudson Valley Investment Advisors
New York
$16.4M -$2.48M -11,767 -13%
BFM
879
Boston Financial Management
Massachusetts
$16.4M +$147K +699 +0.9%
KWMG
880
King Wealth Management Group
Florida
$16.3M -$234K -1,110 -1%
GWM
881
GDS Wealth Management
Texas
$16.3M +$990K +4,700 +6%
CB
882
Community Bank
New York
$16.3M -$150K -710 -0.9%
WANY
883
Wealthspire Advisors (New York)
New York
$16.2M +$645K +3,060 +4%
CG
884
Caprock Group
Idaho
$16.2M +$187K +889 +1%
AAM
885
Advisors Asset Management
Colorado
$16.2M -$375K -1,780 -2%
TF
886
Tompkins Financial
New York
$16.2M -$228K -1,082 -1%
ATPW
887
Ashton Thomas Private Wealth
Arizona
$16.1M -$15.2K -72 -0.1%
NSAM
888
North Star Asset Management
Wisconsin
$16.1M +$21.1K +100 +0.1%
JWBC
889
J.W. Burns & Co
New York
$16.1M -$185K -877 -1%
SWM
890
Stockman Wealth Management
Montana
$16M -$107K -508 -0.7%
GI
891
GLOBALT Investments
Georgia
$16M -$65.7K -312 -0.4%
AG
892
AIA Group
Hong Kong
$16M +$337K +1,601 +2%
TCM
893
Telos Capital Management
California
$15.9M -$47K -223 -0.3%
USCWA
894
U.S. Capital Wealth Advisors
Texas
$15.9M -$1.27M -6,032 -7%
CWM
895
Circle Wealth Management
New Jersey
$15.8M -$333K -1,582 -2%
SFI
896
Siemens Fonds Invest
Germany
$15.8M -$127K -603 -0.8%
SFS
897
Sowell Financial Services
Arkansas
$15.7M -$768K -3,646 -5%
AA
898
Altrafin AG
$15.6M -$71.2K -338 -0.5%
S
899
SignatureFD
Georgia
$15.6M -$185K -878 -1%
ISB
900
Iowa State Bank
Iowa
$15.5M -$740K -3,511 -5%