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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1201
WESPAC Advisors SoCal
California
$9.26M -$142K -785 -2%
SGA
1202
Strategic Global Advisors
California
$9.23M -$482K -2,670 -5%
LWCFA
1203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.23M -$54.1K -300 -0.6%
ACM
1204
Alpha Capital Management
Texas
$9.22M -$369K -2,045 -4%
OSNBOA
1205
Old Second National Bank of Aurora
Illinois
$9.21M -$301K -1,667 -3%
LSPW
1206
Lake Street Private Wealth
Illinois
$9.21M +$1.04M +5,779 +14%
WKWM
1207
Walter & Keenan Wealth Management
Indiana
$9.21M -$117K -649 -1%
HZ
1208
Hixon Zuercher
Ohio
$9.2M +$79.9K +443 +1%
SFP
1209
Shepherd Financial Partners
Massachusetts
$9.19M +$177K +979 +2%
SHA
1210
Seneca House Advisors
Virginia
$9.19M -$891K -4,940 -10%
P
1211
Pitcairn
Pennsylvania
$9.17M +$806K +4,464 +11%
PSP
1212
Principal Street Partners
Tennessee
$9.16M +$1.86M +10,333 +29%
CIA
1213
Covington Investment Advisors
Pennsylvania
$9.15M -$152K -845 -2%
KA
1214
Kintegral Advisory
New York
$9.14M -$25.6K -142 -0.3%
NB
1215
Northwest Bancshares
Pennsylvania
$9.14M +$118K +656 +1%
IIM
1216
Ipswich Investment Management
Massachusetts
$9.12M +$50K +277 +0.6%
GCM
1217
Garland Capital Management
Washington
$9.11M -$93.8K -520 -1%
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$9.11M -$1.09M -6,025 -12%
SIA
1219
Schechter Investment Advisors
Michigan
$9.11M -$11.2K -62 -0.1%
FMTC
1220
Farmers & Merchants Trust Company
California
$9.09M -$166K -918 -2%
BMWM
1221
Brown Miller Wealth Management
Virginia
$9.07M +$245K +1,359 +3%
SCA
1222
Stokes Capital Advisors
South Carolina
$9.06M -$68.2K -378 -0.8%
PL
1223
Parthenon LLC
Kentucky
$9.05M +$81.7K +453 +1%
AFG
1224
Atomi Financial Group
New York
$9.05M +$1.06M +5,851 +15%
EAM
1225
Exane Asset Management
France
$9.04M -$14.7M -81,658 -64%