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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1201
Hohimer Wealth Management
Washington
$6.84M -$162K -1,032 -2%
EWA
1202
Exencial Wealth Advisors
Oklahoma
$6.83M +$1.54M +9,796 +31%
LFAS
1203
Level Four Advisory Services
Texas
$6.81M -$3.48M -22,183 -35%
AFM
1204
Abbot Financial Management
Massachusetts
$6.81M +$61.9K +395 +1%
GIA
1205
Granite Investment Advisors
New Hampshire
$6.8M -$77.6K -495 -1%
WPIC
1206
White Pine Investment Company
Michigan
$6.76M -$222K -1,417 -3%
UF
1207
Univest Financial
Pennsylvania
$6.75M +$88.1K +562 +1%
PPW
1208
Parcion Private Wealth
Washington
$6.73M +$142K +905 +2%
SNT
1209
Security National Trust
West Virginia
$6.73M
CWM
1210
Concentric Wealth Management
California
$6.73M +$20.1K +128 +0.3%
BMWM
1211
Brown Miller Wealth Management
Virginia
$6.72M +$53.1K +339 +0.8%
BO
1212
BRR OpCo
Ohio
$6.7M -$87.8K -560 -1%
MGIA
1213
Moneta Group Investment Advisors
Missouri
$6.69M +$156K +994 +2%
WANY
1214
Wealthspire Advisors (New York)
New York
$6.69M +$2.37M +15,110 +59%
ADL
1215
Asset Dedication LLC
California
$6.68M +$1.21M +7,735 +23%
LCC
1216
Lincoln Capital Corp
Rhode Island
$6.66M -$21.3K -136 -0.3%
BP
1217
Ballentine Partners
Massachusetts
$6.65M +$21.3K +136 +0.3%
CHC
1218
City Holding Co
West Virginia
$6.63M +$513K +3,275 +9%
Assenagon Asset Management
1219
Assenagon Asset Management
Luxembourg
$6.63M +$4.15M +26,491 +189%
MWM
1220
Marietta Wealth Management
Georgia
$6.62M +$225K +1,437 +4%
AAF
1221
Andra AP-fonden
Sweden
$6.61M +$235K +1,500 +4%
ST
1222
Somerset Trust
Pennsylvania
$6.6M -$94.5K -603 -1%
FB
1223
Fulton Bank
Pennsylvania
$6.57M +$265K +1,693 +4%
AFWM
1224
AMJ Financial Wealth Management
Virginia
$6.57M +$3.02M +19,235 +92%
ACM
1225
Alight Capital Management
New York
$6.55M +$6.27M +40,000 New