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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1351
D.L. Carlson Investment Group
New Hampshire
$10.5M -$115K -379 -1%
CWP
1352
CFM Wealth Partners
Texas
$10.5M +$62.8K +207 +0.6%
AWM
1353
Angeles Wealth Management
California
$10.5M +$540K +1,778 +5%
CAC
1354
Core Alternative Capital
Georgia
$10.5M -$3.16M -10,427 -23%
JFGIW
1355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5M -$317K -1,045 -3%
LF
1356
Longbow Finance
Switzerland
$10.5M -$3.46M -11,416 -24%
BFC
1357
Blue Fin Capital
Rhode Island
$10.4M -$34.9K -115 -0.3%
SW
1358
Simplicity Wealth
New Jersey
$10.4M +$700K +2,307 +7%
FBFS
1359
First Business Financial Services
Wisconsin
$10.4M +$981K +3,233 +10%
IAS
1360
Insigneo Advisory Services
Florida
$10.4M +$112K +369 +1%
MPIM
1361
McGinn Penninger Investment Management
Virginia
$10.4M -$1.82M -5,997 -15%
AIM
1362
Access Investment Management
Georgia
$10.4M -$3.08M -10,142 -22%
WAM
1363
Werlinich Asset Management
Connecticut
$10.4M
ALC
1364
Alexander Labrunerie & Co
Missouri
$10.4M -$4.55K -15 -0%
P
1365
Paradiem
Louisiana
$10.3M
RCW
1366
Rheos Capital Works
Japan
$10.3M +$10.6M +35,000 New
AWA
1367
Aaron Wealth Advisors
Illinois
$10.3M -$1.6M -5,277 -13%
AAM
1368
Augustine Asset Management
Florida
$10.3M -$2.43K -8 -0%
VIM
1369
Vancity Investment Management
British Columbia, Canada
$10.2M +$10.5M +34,734 New
AF
1370
Advisornet Financial
Minnesota
$10.2M +$18.8K +62 +0.2%
AWM
1371
Avior Wealth Management
Nebraska
$10.2M +$446K +1,470 +4%
Koshinski Asset Management
1372
Koshinski Asset Management
Illinois
$10.2M -$605K -1,992 -5%
WAS
1373
Wealth Advisory Solutions
Indiana
$10.1M -$359K -1,182 -3%
RWM
1374
Rockline Wealth Management
New York
$10.1M -$242K -799 -2%
EA
1375
Everpar Advisors
Oklahoma
$10.1M +$136K +449 +1%