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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1151
Strategic Wealth Partners
Ohio
$9.94M -$1.03M -5,282 -10%
AWM
1152
Avior Wealth Management
Nebraska
$9.92M -$371K -1,896 -4%
ACM
1153
Adalta Capital Management
New York
$9.9M -$10.8K -55 -0.1%
IA
1154
IFP Advisors
Florida
$9.88M +$2.43M +12,441 +34%
TCBWMS
1155
Texas Capital Bank Wealth Management Services
Texas
$9.87M +$650K +3,325 +7%
CRI
1156
Commonwealth Retirement Investments
Virginia
$9.87M -$146K -749 -2%
LSA
1157
L & S Advisors
California
$9.84M +$5.99M +30,644 +170%
QCG
1158
Quadrant Capital Group
Ohio
$9.83M +$274K +1,400 +3%
FPGT
1159
Financial Partners Group (Tennessee)
Tennessee
$9.78M +$391 +2 +0%
WSC
1160
Wellington Shields & Co
New York
$9.78M +$3.13K +16 +0%
BCCM
1161
Bridge Creek Capital Management
Massachusetts
$9.76M -$446K -2,280 -5%
SIM
1162
Seaview Investment Managers
Florida
$9.75M -$421K -2,151 -4%
WI
1163
Wintrust Investments
Illinois
$9.74M +$95.8K +490 +1%
EARNEST Partners
1164
EARNEST Partners
Georgia
$9.72M -$102K -520 -1%
FHB
1165
First Hawaiian Bank
Hawaii
$9.69M -$332K -1,696 -3%
KOCAA
1166
Knights of Columbus Asset Advisors
Connecticut
$9.69M -$214K -1,097 -2%
DEA
1167
DoubleLine ETF Adviser
Florida
$9.66M -$375K -1,920 -4%
MPIM
1168
McGinn Penninger Investment Management
Virginia
$9.65M -$51.6K -264 -0.6%
SFO
1169
Stokes Family Office
Louisiana
$9.65M -$36.4K -186 -0.4%
CBTWT
1170
Community Bank & Trust (Waco, Texas)
Texas
$9.6M +$20.5K +105 +0.2%
DAS
1171
Diversify Advisory Services
Utah
$9.59M -$1.15M -5,887 -11%
SAM
1172
Socorro Asset Management
Texas
$9.57M
KJHP
1173
K.J. Harrison & Partners
Ontario, Canada
$9.57M -$96.4K -493 -1%
IIM
1174
Intact Investment Management
Quebec, Canada
$9.57M -$782K -4,000 -8%
VHAM
1175
Van Hulzen Asset Management
California
$9.56M -$4.3M -22,020 -32%