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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
1101
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.03M +$211K +1,428 +3%
EFS
1102
Essex Financial Services
Connecticut
$7.03M -$158K -1,072 -2%
HI
1103
Hoey Investments
Pennsylvania
$7.02M -$1.91M -12,953 -20%
PGIM
1104
Pacific Global Investment Management
California
$7.01M -$43.7K -296 -0.6%
PWPS
1105
Pinnacle Wealth Planning Services
Ohio
$7M +$5.47M +37,071 +260%
HA
1106
Hamel Associates
New Jersey
$6.99M +$108K +732 +1%
OIA
1107
OneDigital Investment Advisors
Kansas
$6.98M +$534K +3,615 +8%
XF
1108
XML Financial
Maryland
$6.97M +$798K +5,408 +12%
NPT
1109
Nixon Peabody Trust
Massachusetts
$6.95M -$387K -2,620 -5%
RC
1110
Roundview Capital
New Jersey
$6.92M +$22.1K +150 +0.3%
S
1111
SignatureFD
Georgia
$6.92M +$249K +1,684 +3%
FMWA
1112
Forvis Mazars Wealth Advisors
Missouri
$6.9M +$667K +4,522 +10%
CW
1113
Connectus Wealth
Ohio
$6.86M -$714K -4,834 -10%
SBL
1114
Sargent Bickham Lagudis
Colorado
$6.85M +$182K +1,236 +3%
EP
1115
Edgestream Partners
New Jersey
$6.82M -$4.99M -33,793 -40%
JEST
1116
JTC Employer Solutions Trustee
Jersey
$6.79M
AIM
1117
AMI Investment Management
Indiana
$6.76M -$606K -4,105 -8%
WSC
1118
Wellington Shields & Co
New York
$6.76M +$1.5M +10,187 +26%
HEIP
1119
Hudson Edge Investment Partners
New Jersey
$6.75M +$527K +3,570 +8%
SC
1120
Schulhoff & Co
Ohio
$6.75M -$283K -1,918 -4%
BAM
1121
Belpointe Asset Management
Nevada
$6.75M +$1.27M +8,621 +21%
GCMG
1122
Gyroscope Capital Management Group
Florida
$6.71M +$754K +5,107 +12%
FTDI
1123
First Trust Direct Indexing
Massachusetts
$6.71M +$551K +3,733 +8%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$6.68M +$206K +1,396 +3%
Point72 Asset Management
1125
Point72 Asset Management
Connecticut
$6.65M +$7.2M +48,804 New