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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NW
1001
NewEdge Wealth
Pennsylvania
$9.04M +$6M +41,730 +237%
VCA
1002
Verdence Capital Advisors
Maryland
$9.02M -$467K -3,248 -5%
III
1003
Independent Investors Inc
New York
$9M -$14.4K -100 -0.2%
GC
1004
Grimes & Company
Massachusetts
$8.99M +$1.03M +7,187 +14%
CIC
1005
Cutler Investment Counsel
Oregon
$8.99M +$59K +410 +0.7%
SCM
1006
Schnieders Capital Management
California
$8.99M +$196K +1,360 +2%
SCA
1007
Snowden Capital Advisors
New York
$8.96M +$1.47M +10,240 +21%
FHB
1008
First Hawaiian Bank
Hawaii
$8.96M -$2.08M -14,426 -20%
GFA
1009
Gifford Fong Associates
California
$8.95M
WC
1010
Woodstock Corp
Massachusetts
$8.94M +$32.9K +229 +0.4%
LFAS
1011
Level Four Advisory Services
Texas
$8.94M +$279K +1,940 +3%
PTC
1012
Philadelphia Trust Company
Pennsylvania
$8.93M +$57.5K +400 +0.7%
SEIA
1013
Signature Estate & Investment Advisors
California
$8.91M -$563K -3,910 -6%
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.9M +$19.7K +137 +0.2%
SGCA
1015
Steel Grove Capital Advisors
Tennessee
$8.9M
WKWM
1016
Walter & Keenan Wealth Management
Indiana
$8.9M -$417K -2,900 -5%
BFS
1017
Bard Financial Services
Connecticut
$8.89M -$36K -250 -0.4%
WANY
1018
Wealthspire Advisors (New York)
New York
$8.89M +$1.09M +7,611 +15%
IMC Chicago
1019
IMC Chicago
Illinois
$8.88M +$8.39M +58,332 New
APA
1020
Allegiant Private Advisors
Florida
$8.86M +$196K +1,359 +2%
CG
1021
Cutler Group
California
$8.85M +$4.96M +34,499 +146%
CFA
1022
Carroll Financial Associates
North Carolina
$8.81M +$92.1K +640 +1%
GG
1023
Greenwood Gearhart
Arkansas
$8.81M +$42K +292 +0.5%
FMC
1024
First Merchants Corp
Indiana
$8.8M -$50.9K -354 -0.6%
DSC
1025
Duncker Streett & Co
Missouri
$8.8M +$690K +4,798 +9%