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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1251
SlateStone Wealth
Florida
$3.68M +$365K +3,844 +11%
CWM
1252
Concentric Wealth Management
California
$3.68M +$356K +3,750 +11%
CSA
1253
Cottage Street Advisors
Massachusetts
$3.68M +$4.84K +51 +0.1%
SCM
1254
Silvant Capital Management
Georgia
$3.67M
TA
1255
Tiedemann Advisors
New York
$3.67M -$120K -1,261 -3%
Tudor Investment Corp
1256
Tudor Investment Corp
Connecticut
$3.67M +$2.36M +24,925 +177%
KA
1257
Kintegral Advisory
New York
$3.66M
CS
1258
Comerica Securities
Michigan
$3.64M +$176K +1,852 +5%
PSP
1259
Principal Street Partners
Tennessee
$3.62M +$3.65M +38,444 New
HCA
1260
Horan Capital Advisors
Ohio
$3.61M +$69.7K +735 +2%
APP
1261
Avantax Planning Partners
Iowa
$3.61M -$461K -4,864 -11%
CCM
1262
Copeland Capital Management
Pennsylvania
$3.6M -$152K -1,600 -4%
AAMA
1263
Advanced Asset Management Advisors
Ohio
$3.6M +$95 +1 +0%
BCM
1264
Buckhead Capital Management
Georgia
$3.6M +$140K +1,474 +4%
BC
1265
Brookfield Corp
Ontario, Canada
$3.59M +$3.62M +38,162 New
RMSCM
1266
R.M. Sincerbeaux Capital Management
New York
$3.56M
LRPA
1267
L. Roy Papp & Associates
Arizona
$3.52M -$31K -327 -0.9%
TNA
1268
True North Advisors
Texas
$3.51M +$827K +8,720 +30%
CF
1269
Centaurus Financial
California
$3.5M +$280K +2,949 +9%
SAM
1270
Smithbridge Asset Management
Pennsylvania
$3.5M +$795K +8,380 +29%
FPS
1271
Fieldpoint Private Securities
Connecticut
$3.5M -$31.7K -334 -0.9%
PWP
1272
Principle Wealth Partners
Connecticut
$3.49M -$5.22K -55 -0.1%
PPW
1273
Parcion Private Wealth
Washington
$3.49M +$154K +1,619 +5%
BA
1274
Baugh & Associates
Georgia
$3.49M +$385K +4,062 +12%
OFG
1275
Oxford Financial Group
Indiana
$3.49M -$342K -3,609 -9%