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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1301
Frisch Financial Group
New York
$12.1M +$34.2K +115 +0.3%
AF
1302
Apexium Financial
Texas
$12.1M +$115K +385 +1%
LSA
1303
Leonteq Securities AG
Switzerland
$12M -$2.02M -6,786 -15%
MBTD
1304
Mechanics Bank - Trust Department
California
$12M -$337K -1,132 -3%
CIC
1305
Concord Investment Counsel
California
$12M +$11.3M +37,922 New
FAM
1306
Fulcrum Asset Management
United Kingdom
$12M -$313K -1,053 -3%
CWM
1307
Chemistry Wealth Management
New York
$11.9M +$50.3K +169 +0.4%
CT
1308
Chicago Trust
Illinois
$11.9M -$702K -2,361 -6%
PTC
1309
Private Trust Company
Ohio
$11.9M -$1.34M -4,502 -11%
OCAM
1310
Onex Canada Asset Management
Ontario, Canada
$11.9M -$1.07M -3,586 -9%
GLLW
1311
Graves Light Lenhart Wealth
Virginia
$11.9M -$298K -1,002 -3%
WTFG
1312
Wells Trecaso Financial Group
Ohio
$11.9M -$7.88M -26,506 -41%
EARNEST Partners
1313
EARNEST Partners
Georgia
$11.8M -$613K -2,060 -5%
DIP
1314
DT Investment Partners
Pennsylvania
$11.8M -$124K -417 -1%
UF
1315
Univest Financial
Pennsylvania
$11.8M -$232K -781 -2%
IA
1316
IFG Advisory
Georgia
$11.8M +$2.23M +7,484 +25%
AG
1317
AlTi Global
New York
$11.8M +$308K +1,037 +3%
AT
1318
American Trust
Kentucky
$11.8M +$22.3K +75 +0.2%
EW
1319
Evoke Wealth
California
$11.8M +$1.12M +3,750 +11%
BWAM
1320
Boyd Watterson Asset Management
Ohio
$11.7M -$227K -762 -2%
CGIM
1321
Capital Group Investment Management
Singapore
$11.7M +$21.4K +72 +0.2%
TE
1322
Tema ETFs
New York
$11.6M +$10.3M +34,736 +1,599%
DLCIG
1323
D.L. Carlson Investment Group
New Hampshire
$11.6M +$386K +1,297 +4%
QIM
1324
Quest Investment Management
Oregon
$11.6M -$1.24M -4,167 -10%
SAI
1325
Systematic Alpha Investments
New Jersey
$11.6M