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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1076
Spectrum Management Group
Indiana
$5.23M +$394K +3,571 +8%
AIA
1077
AGF Investments America
Ontario, Canada
$5.22M -$688K -6,242 -12%
SVWAG
1078
Sound View Wealth Advisors Group
Georgia
$5.22M +$5.15M +46,703 New
HT
1079
Heritage Trust
Oklahoma
$5.21M +$35K +317 +0.7%
LSPW
1080
Lake Street Private Wealth
Illinois
$5.21M +$385K +3,492 +8%
RC
1081
Roundview Capital
New Jersey
$5.2M +$290K +2,629 +6%
WPW
1082
Winthrop Partners - WNY
New York
$5.19M +$55.7K +505 +1%
ECM
1083
EagleClaw Capital Management
Massachusetts
$5.19M -$87.7K -795 -2%
Cetera Investment Advisers
1084
Cetera Investment Advisers
Illinois
$5.19M +$267K +2,418 +6%
FMWA
1085
Forvis Mazars Wealth Advisors
Missouri
$5.18M -$943K -8,553 -16%
VWM
1086
Valley Wealth Managers
New Jersey
$5.17M +$86K +780 +2%
NPT
1087
Nixon Peabody Trust
Massachusetts
$5.17M +$743K +6,735 +17%
BCM
1088
Brookmont Capital Management
Texas
$5.13M +$24.6K +223 +0.5%
SBL
1089
Sargent Bickham Lagudis
Colorado
$5.13M -$113K -1,028 -2%
PFM
1090
Premier Fund Managers
United Kingdom
$5.13M -$1.21M -10,990 -19%
SWM
1091
Stockman Wealth Management
Montana
$5.12M +$57.4K +521 +1%
PWM
1092
Perigon Wealth Management
California
$5.11M +$55.6K +504 +1%
Parallax Volatility Advisers
1093
Parallax Volatility Advisers
California
$5.09M +$4.29M +38,928 +586%
RAM
1094
Redmond Asset Management
Virginia
$5.09M -$36.8K -334 -0.7%
AMM
1095
American Money Management
California
$5.08M +$445K +4,037 +10%
GWM
1096
Geneos Wealth Management
Colorado
$5.07M -$93.8K -851 -2%
PAI
1097
Pittenger & Anderson Inc
Nebraska
$5.07M +$18.2K +165 +0.4%
SFP
1098
Shepherd Financial Partners
Massachusetts
$5.07M -$68.1K -618 -1%
BP
1099
BBR Partners
New York
$5.06M +$156K +1,411 +3%
WAM
1100
Wealthspire Advisors (Maryland)
Maryland
$5.05M -$65.7K -596 -1%