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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NIS
1026
National Investment Services
Wisconsin
$2.88M -$63K -966 -2%
ANRIA
1027
American National Registered Investment Advisor
Texas
$2.88M -$60.2K -923 -2%
OC
1028
Oarsman Capital
Wisconsin
$2.87M -$42.3K -648 -1%
GWM
1029
Graybill Wealth Management
Illinois
$2.86M -$48.9K -750 -2%
PWS
1030
Peloton Wealth Strategists
Indiana
$2.86M +$2.8M +42,950 New
PMG
1031
ProVise Management Group
Florida
$2.86M -$7.63K -117 -0.3%
MC
1032
Martin & Co
Tennessee
$2.85M +$6.52K +100 +0.2%
MCM
1033
McMillion Capital Management
North Carolina
$2.85M +$127K +1,954 +5%
BCM
1034
Blume Capital Management
California
$2.85M -$24.9K -382 -0.9%
AUB
1035
Atlantic Union Bankshares
Virginia
$2.82M +$15.8K +242 +0.6%
RWA
1036
River Wealth Advisors
Pennsylvania
$2.81M +$107K +1,635 +4%
TWM
1037
Torch Wealth Management
Ohio
$2.8M -$60.2K -923 -2%
MNBTD
1038
Moody National Bank Trust Division
Texas
$2.79M -$58.7K -900 -2%
PCA
1039
Private Capital Advisors
Connecticut
$2.77M +$21.9K +336 +0.8%
WP
1040
WealthPLAN Partners
Nebraska
$2.76M -$2.49M -38,230 -48%
CC
1041
Cipher Capital
New York
$2.76M +$2.7M +41,392 New
ICOM
1042
Investment Counselors of Maryland
Maryland
$2.75M -$55.4K -850 -2%
CL
1043
CPWM LLC
Washington
$2.74M +$463K +7,096 +15%
Wealth Enhancement Advisory Services
1044
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$1.28M +19,595 +94%
GKFF
1045
George Kaiser Family Foundation
Oklahoma
$2.73M
BONST
1046
Bank of Nova Scotia Trust
Ontario, Canada
$2.73M -$253K -3,873 -9%
RC
1047
RBF Capital
California
$2.73M
NEPWA
1048
New England Private Wealth Advisors
Massachusetts
$2.73M +$326 +5 +0%
QCI
1049
Quaker Capital Investments
Pennsylvania
$2.73M -$645K -9,885 -19%
KIG
1050
Kessler Investment Group
Indiana
$2.72M +$298K +4,578 +13%