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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
926
King Wealth Management Group
Florida
$5.85M -$186K -1,528 -2%
KLWA
927
Kelly Lawrence W & Associates
California
$5.84M -$12.1K -100 -0.2%
JWM
928
JGP Wealth Management
Oregon
$5.83M +$12.5K +103 +0.2%
MMA
929
Miracle Mile Advisors
California
$5.8M -$8.22M -67,622 -51%
MIC
930
Means Investment Company
Maine
$5.8M +$187K +1,540 +2%
GCAC
931
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.8M -$267K -2,199 -2%
AF
932
Arrow Financial
New York
$5.78M +$75.3K +620 +1%
AT
933
Arden Trust
Delaware
$5.77M -$688K -5,660 -8%
BAM
934
Boyar Asset Management
New York
$5.77M +$89.8K +739 +1%
HBT
935
Hills Bank & Trust
Iowa
$5.76M +$516K +4,245 +7%
WF
936
WoodTrust Financial
Wisconsin
$5.72M -$88.6K -729 -1%
TAM
937
Tradition Asset Management
Virginia
$5.72M -$376K -3,091 -5%
UAS
938
United Asset Strategies
New York
$5.72M +$2.78M +22,841 +56%
GIA
939
GHP Investment Advisors
Colorado
$5.72M +$69.5K +572 +0.9%
CNB
940
Camden National Bank
Maine
$5.72M +$1.9M +15,640 +33%
VWA
941
Visionary Wealth Advisors
Illinois
$5.7M -$1.11M -9,155 -13%
WCM
942
Windward Capital Management
California
$5.69M -$130K -1,072 -2%
IHL
943
Investment House LLC
California
$5.67M -$646K -5,315 -8%
CFA
944
Carroll Financial Associates
North Carolina
$5.66M -$751K -6,180 -9%
CG
945
Cutler Group
California
$5.65M +$7.57M +62,321 +12,930%
HEIP
946
Hudson Edge Investment Partners
New Jersey
$5.65M +$290K +2,384 +4%
WANY
947
Wealthspire Advisors (New York)
New York
$5.65M +$6.09M +50,143 +398%
IAN
948
Integrated Advisors Network
Texas
$5.64M +$169K +1,390 +2%
GAM
949
Griffin Asset Management
New York
$5.63M +$1.89M +15,523 +33%
BMM
950
Buffington Mohr McNeal
Idaho
$5.6M +$697K +5,739 +10%