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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1001
Lyell Wealth Management
California
$6.21M +$42.6K +376 +0.7%
Jones Financial Companies
1002
Jones Financial Companies
Missouri
$6.2M -$799K -7,061 -11%
PP
1003
Pegasus Partners
Wisconsin
$6.2M -$1.85M -16,344 -22%
DCM
1004
Delta Capital Management
New Jersey
$6.19M -$92.8K -820 -1%
CCMINC
1005
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.18M -$141K -1,247 -2%
APA
1006
American Portfolios Advisors
New York
$6.18M +$1.7M +15,054 +37%
HBT
1007
Hills Bank & Trust
Iowa
$6.17M -$111K -978 -2%
AIM
1008
AMI Investment Management
Indiana
$6.17M +$2.83K +25 +0%
SIA
1009
SeaBridge Investment Advisors
New Jersey
$6.16M -$310K -2,738 -5%
MCM
1010
Mengis Capital Management
Oregon
$6.11M +$265K +2,340 +4%
CIM
1011
Cambria Investment Management
California
$6.1M -$1.91M -16,857 -23%
PTB
1012
Pioneer Trust Bank
Oregon
$6.09M -$16.4K -145 -0.3%
BWM
1013
Buckley Wealth Management
Nevada
$6.07M -$22.6K -200 -0.4%
BO
1014
BRR OpCo
Ohio
$6.07M -$3.28K -29 -0.1%
PL
1015
Parkwood LLC
Ohio
$6.06M -$1.21M -10,704 -16%
TF
1016
Tompkins Financial
New York
$6.06M +$402K +3,547 +7%
BRWA
1017
B. Riley Wealth Advisors
Florida
$6.05M -$845K -7,460 -12%
AIP
1018
ARS Investment Partners
New York
$6.04M +$183K +1,617 +3%
CBN
1019
Cadence Bank NA
Texas
$6.01M +$52.9K +467 +0.9%
RP
1020
Rice Partnership
Hawaii
$6.01M +$77.8K +687 +1%
CB
1021
Community Bank
New York
$5.99M -$301K -2,658 -5%
BCA
1022
Bray Capital Advisors
Florida
$5.95M -$78.5K -693 -1%
AUB
1023
Atlantic Union Bankshares
Virginia
$5.91M -$124K -1,094 -2%
VCA
1024
Verdence Capital Advisors
Maryland
$5.9M +$2.79M +24,599 +85%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$5.89M -$78.5K -693 -1%