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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EBT
1351
Enterprise Bank & Trust
Massachusetts
$3.1M +$103K +1,086 +3%
IWM
1352
IHT Wealth Management
Illinois
$3.1M -$272K -2,872 -8%
VPI
1353
Value Partners Investments
Manitoba, Canada
$3.1M +$2.8M +29,544 +867%
EWA
1354
Exencial Wealth Advisors
Oklahoma
$3.09M +$1.88M +19,797 +151%
MHS
1355
M Holdings Securities
Oregon
$3.09M -$1.64M -17,285 -34%
DCM
1356
Delta Capital Management
New Jersey
$3.08M -$808K -8,520 -21%
MM
1357
Meridian Management
Arkansas
$3.08M +$813K +8,574 +36%
FLI
1358
Family Legacy Inc
South Carolina
$3.07M -$43.7K -461 -1%
TBNY
1359
Trustco Bank (New York)
New York
$3.07M -$14.2K -150 -0.5%
WEC
1360
Winslow Evans & Crocker
Massachusetts
$3.06M +$119K +1,254 +4%
SCM
1361
Salem Capital Management
Massachusetts
$3.06M
CG
1362
Caprock Group
Idaho
$3.06M +$586K +6,179 +23%
VWA
1363
V Wealth Advisors
Kansas
$3.05M -$1.15M -12,142 -27%
SFP
1364
Shepherd Financial Partners
Massachusetts
$3.05M +$104K +1,097 +3%
PP
1365
Pegasus Partners
Wisconsin
$3.05M +$126K +1,331 +4%
SW
1366
SkyOak Wealth
Michigan
$3.04M +$1.78M +18,747 +138%
SMFG
1367
Sumitomo Mitsui Financial Group
Japan
$3.03M -$686K -7,227 -18%
BHB
1368
Bank Hapoalim BM
Israel
$3.02M +$1.63M +17,135 +115%
BW
1369
Bison Wealth
Georgia
$3.01M -$82K -864 -3%
SS
1370
Sunbelt Securities
Texas
$3.01M +$32.3K +340 +1%
MIAN
1371
Mariner Independent Advisor Network
Kansas
$3.01M +$285K +2,999 +10%
SFI
1372
SPC Financial Inc
Maryland
$3.01M +$1.62M +17,112 +115%
MUAMU
1373
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.01M +$3.04M +32,000 New
BFC
1374
Bedel Financial Consulting
Indiana
$3.01M -$18.4K -194 -0.6%
AWM
1375
Avior Wealth Management
Nebraska
$3.01M -$44.1K -465 -1%