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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1326
Legacy Financial Advisors
Kentucky
$9.31M -$57.4K -225 -0.6%
BB
1327
Berkshire Bank
Massachusetts
$9.29M -$241K -944 -2%
LT
1328
Legacy Trust
Michigan
$9.29M -$5.1K -20 -0.1%
Bogart Wealth LLC
1329
Bogart Wealth LLC
Virginia
$9.28M -$4.33K -17 -0%
SFA
1330
Semmax Financial Advisors
North Carolina
$9.24M +$269K +1,057 +3%
HCM
1331
Howland Capital Management
Massachusetts
$9.24M +$800K +3,138 +9%
DW30
1332
Drucker Wealth 3.0
New Jersey
$9.23M -$298K -1,170 -3%
UAM
1333
Unison Asset Management
Florida
$9.2M -$571K -2,241 -5%
Kestra Investment Management
1334
Kestra Investment Management
Texas
$9.2M +$2.72M +10,666 +40%
DLCIG
1335
D.L. Carlson Investment Group
New Hampshire
$9.18M -$457K -1,794 -5%
GCM
1336
Genus Capital Management
British Columbia, Canada
$9.16M +$9.52M +37,353 New
BWAM
1337
Boyd Watterson Asset Management
Ohio
$9.15M -$433K -1,698 -4%
OL
1338
Owen LaRue
Kentucky
$9.13M +$270K +1,060 +3%
CICC
1339
Capital Investment Counsel (Colorado)
Colorado
$9.11M -$217K -853 -2%
AOWM
1340
Alpha Omega Wealth Management
Virginia
$9.07M -$433K -1,697 -4%
SBFM
1341
S-Bank Fund Management
Finland
$9.06M +$9.42M +36,936 New
WAS
1342
Wealth Advisory Solutions
Indiana
$9.04M -$1.27M -4,977 -12%
SAI
1343
Systematic Alpha Investments
New Jersey
$9.03M – – –
SNB
1344
Security National Bank
Nebraska
$9.03M +$372K +1,458 +4%
MWAM
1345
Manhattan West Asset Management
California
$9M +$648K +2,542 +7%
SHA
1346
Seneca House Advisors
Virginia
$9M -$273K -1,069 -3%
CWM
1347
Cordatus Wealth Management
Pennsylvania
$8.97M +$38K +149 +0.4%
HCM
1348
Hodges Capital Management
Texas
$8.95M -$1.99M -7,820 -18%
Harbour Investments
1349
Harbour Investments
Wisconsin
$8.94M +$89.2K +350 +1%
TA
1350
TFG Advisers
Michigan
$8.94M +$126K +495 +1%