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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1326
Baugh & Associates
Georgia
$5.66M -$3.28K -20 -0.1%
SFS
1327
Strategic Financial Services
New York
$5.66M -$235K -1,434 -4%
CIM
1328
Contravisory Investment Management
Massachusetts
$5.65M +$170K +1,033 +3%
PCA
1329
Providence Capital Advisors
North Carolina
$5.64M -$3.35M -20,383 -36%
Aristotle Capital Management
1330
Aristotle Capital Management
California
$5.63M -$1.21M -7,398 -17%
CGL
1331
Clarius Group LLC
Washington
$5.63M +$176K +1,069 +3%
NWM
1332
NEIRG Wealth Management
Massachusetts
$5.63M +$5.84M +35,559 New
SFA
1333
Source Financial Advisors
New York
$5.63M -$210K -1,276 -3%
BKA
1334
Brick & Kyle Associates
Pennsylvania
$5.61M +$179K +1,092 +3%
Arrowstreet Capital
1335
Arrowstreet Capital
Massachusetts
$5.6M +$5.81M +35,391 New
COI
1336
Connable Office Inc
Michigan
$5.6M -$217K -1,319 -4%
LFA
1337
Legacy Financial Advisors
Kentucky
$5.6M +$94.8K +577 +2%
GD
1338
Grandfield & Dodd
New York
$5.57M +$30.5K +186 +0.5%
CWM
1339
Chemistry Wealth Management
New York
$5.57M +$5.77M +35,160 New
NLP
1340
Next Level Private
New York
$5.57M +$5.77M +35,160 New
ET
1341
Equitable Trust
Tennessee
$5.56M +$513K +3,125 +10%
MFG
1342
MidWestOne Financial Group
Iowa
$5.55M -$25.6K -156 -0.4%
EGA
1343
E&G Advisors
Texas
$5.54M -$24.6K -150 -0.4%
VWA
1344
V Wealth Advisors
Kansas
$5.53M -$123K -750 -2%
AIA
1345
Affinity Investment Advisors
California
$5.51M -$47.1K -287 -0.8%
CCM
1346
Coerente Capital Management
Ontario, Canada
$5.51M -$32.8K -200 -0.6%
LFDLE
1347
La Financiere de L'Echiquier
France
$5.5M -$1.2M -7,300 -17%
WANY
1348
Wealthspire Advisors (New York)
New York
$5.5M -$1.02M -6,194 -15%
HL
1349
HeadInvest LLC
Maine
$5.49M +$29.4K +179 +0.5%
PWMAG
1350
Pinnacle Wealth Management Advisory Group
New Jersey
$5.49M +$1.24M +7,526 +28%