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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
926
Lyell Wealth Management
California
$6.62M +$453K +4,776 +7%
FWM
927
Frontier Wealth Management
Missouri
$6.59M -$674K -7,099 -9%
FA
928
Fagan Associates
New York
$6.58M +$135K +1,419 +2%
NWM
929
Nicola Wealth Management
British Columbia, Canada
$6.54M +$1.19M +12,500 +22%
NCM
930
Nelson Capital Management
California
$6.53M -$60.1K -633 -0.9%
RWP
931
RWA Wealth Partners
Massachusetts
$6.53M -$535K -5,640 -8%
RWA
932
Ropes Wealth Advisors
Massachusetts
$6.5M -$277K -2,922 -4%
AA
933
Apriem Advisors
California
$6.49M +$143K +1,507 +2%
AF
934
Arrow Financial
New York
$6.47M +$444K +4,681 +7%
TCOT
935
Trust Company of Toledo
Ohio
$6.47M +$175K +1,843 +3%
WCM
936
Whitener Capital Management
North Carolina
$6.46M +$175K +1,847 +3%
HFS
937
Hantz Financial Services
Michigan
$6.45M +$270K +2,843 +4%
DT
938
Diversified Trust
Tennessee
$6.44M +$315K +3,322 +5%
PPSG
939
Princeton Portfolio Strategies Group
New Jersey
$6.44M +$85.7K +903 +1%
FMBTD
940
First Midwest Bank Trust Division
Illinois
$6.43M -$1.1M -11,628 -15%
AHC
941
Anderson Hoagland & Co
Missouri
$6.42M -$203K -2,139 -3%
AIM
942
AMI Investment Management
Indiana
$6.4M -$280K -2,948 -4%
IP
943
Interval Partners
New York
$6.4M +$6.45M +68,000 New
BBNA
944
Bremer Bank National Association
Minnesota
$6.39M -$128K -1,349 -2%
MYLI
945
Meiji Yasuda Life Insurance
Japan
$6.37M -$11.3K -119 -0.2%
Wealth Enhancement Advisory Services
946
Wealth Enhancement Advisory Services
Minnesota
$6.36M +$1.42M +14,954 +30%
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$6.33M -$15.3K -161 -0.2%
BOC
948
Barbara Oil Co
Illinois
$6.3M
RI
949
Redwood Investments
Massachusetts
$6.3M +$4.44M +46,771 +231%
KWMG
950
King Wealth Management Group
Florida
$6.28M +$167K +1,760 +3%