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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CNFG
1101
Creegan & Nassoura Financial Group
New Hampshire
$2.5M -$16.9K -259 -0.7%
OCM
1102
One Capital Management
California
$2.49M +$69.5K +1,064 +3%
AGI
1103
Athena Global Investors
Virginia
$2.49M -$867K -13,280 -27%
LJAC
1104
L.J. Altfest & Co
New York
$2.47M +$30.4K +466 +1%
PL
1105
Perpetual Ltd
Australia
$2.47M -$104K -1,600 -4%
FFA
1106
Fragasso Financial Advisors
Pennsylvania
$2.47M -$27.1K -415 -1%
DBIA
1107
Dumont & Blake Investment Advisors
New Jersey
$2.46M +$13.1K +200 +0.6%
BRWA
1108
B. Riley Wealth Advisors
Florida
$2.44M +$14.9K +228 +0.6%
CCM
1109
CWH Capital Management
Washington
$2.44M -$102K -1,556 -4%
RBC
1110
Ronald Blue & Co
Georgia
$2.43M +$27.4K +420 +1%
SIMM
1111
Stillwater Investment Management (Minnesota)
Minnesota
$2.41M +$14.1K +216 +0.6%
AUB
1112
Atlantic Union Bankshares
Virginia
$2.41M -$30.6K -468 -1%
CBN
1113
Cadence Bank NA
Texas
$2.4M +$91.5K +1,401 +4%
RMDI
1114
R.M. Davis Inc
Maine
$2.39M -$125K -1,910 -5%
SCM
1115
SOL Capital Management
Maryland
$2.38M +$27.7K +425 +1%
BPC
1116
Banque Pictet & Cie
Switzerland
$2.37M -$170K -2,600 -7%
BSB
1117
Bangor Savings Bank
Maine
$2.37M -$120K -1,837 -5%
SCI
1118
S&CO Inc
Massachusetts
$2.35M +$12.4K +190 +0.6%
PWS
1119
Peloton Wealth Strategists
Indiana
$2.35M
CL
1120
CSS LLC
Illinois
$2.33M
HTI
1121
Hikari Tsushin Inc
Japan
$2.33M -$850K -13,020 -27%
CC
1122
Courier Capital
New York
$2.33M -$294K -4,506 -12%
PG
1123
Patten Group
Tennessee
$2.31M -$32.6K -500 -1%
VFA
1124
Voya Financial Advisors
Connecticut
$2.3M +$68K +1,042 +3%
IAMOG
1125
Investors Asset Management of Georgia
Georgia
$2.3M +$1.63K +25 +0.1%