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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
1076
BW Gestao de Investimentos
Brazil
$18.1M +$17.4M +56,117 New
SAM
1077
Smartleaf Asset Management
Massachusetts
$18.1M +$2.32M +7,485 +15%
LCM
1078
LVM Capital Management
Michigan
$18M +$56.3K +182 +0.3%
IAN
1079
Integrated Advisors Network
Texas
$18M -$2.82M -9,096 -14%
HBT
1080
Hills Bank & Trust
Iowa
$18M -$403K -1,301 -2%
JPWM
1081
Jamison Private Wealth Management
Georgia
$18M +$35.6K +115 +0.2%
LWANC
1082
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M -$374K -1,209 -2%
BPAMU
1083
BTG Pactual Asset Management US
New York
$17.9M -$2.37M -7,654 -12%
SDIC
1084
South Dakota Investment Council
South Dakota
$17.9M -$712K -2,300 -4%
SC
1085
Stolper & Co
Oklahoma
$17.9M -$200K -647 -1%
OPW
1086
Osprey Private Wealth
New York
$17.9M +$2.04M +6,595 +13%
GH
1087
GAM Holding
Switzerland
$17.9M +$48.9K +158 +0.3%
VM
1088
Venator Management
Pennsylvania
$17.9M -$186K -600 -1%
HIA
1089
Harbor Investment Advisory
Maryland
$17.9M +$188K +607 +0.9%
BEAM
1090
Baker Ellis Asset Management
Washington
$17.9M +$147K +474 +0.9%
RFMS
1091
RWQ Financial Management Services
Florida
$17.8M +$5.19M +16,775 +43%
CFA
1092
Capstone Financial Advisors
Illinois
$17.8M -$99.4K -321 -0.6%
TFA
1093
Teamwork Financial Advisors
Texas
$17.8M +$614K +1,984 +4%
RCM
1094
Radnor Capital Management
Pennsylvania
$17.8M -$272K -879 -2%
VWA
1095
Visionary Wealth Advisors
Illinois
$17.8M -$149K -480 -0.9%
MWA
1096
Meridian Wealth Advisors
Texas
$17.8M -$1.41M -4,545 -8%
NM
1097
NWI Management
New York
$17.7M -$310K -1,000 -2%
CTA
1098
Clear Trail Advisors
Texas
$17.6M +$16.9M +54,671 New
CPC
1099
Consolidated Planning Corp
Georgia
$17.6M -$1.48M -4,780 -8%
GFG
1100
Greystone Financial Group
Michigan
$17.6M -$316K -1,020 -2%