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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DLG
1401
Daniel L. Goodwin
$2.59M -$5.33M -50,000 -65%
SSWM
1402
Sheets Smith Wealth Management
North Carolina
$2.59M +$293K +2,753 +12%
PCA
1403
Peddock Capital Advisors
Massachusetts
$2.58M +$17.7K +166 +0.6%
BFC
1404
Bedel Financial Consulting
Indiana
$2.58M -$111K -1,042 -4%
SIAG
1405
Signet Investment Advisory Group
Rhode Island
$2.57M +$2.81M +26,360 New
LA
1406
Lynch & Associates
Indiana
$2.57M +$2.66K +25 +0.1%
GJCM
1407
Grand Jean Capital Management
California
$2.57M -$43.7K -410 -2%
BWM
1408
BigSur Wealth Management
Florida
$2.56M +$96.7K +908 +4%
AA
1409
Altman Advisors
Illinois
$2.55M -$23.9K -224 -0.8%
LA
1410
Lau Associates
Delaware
$2.55M +$895K +8,400 +47%
PIA
1411
Peachtree Investment Advisors
Georgia
$2.55M +$552K +5,183 +25%
KLCM
1412
KG&L Capital Management
Louisiana
$2.55M +$2.77M +26,033 New
CG
1413
Caprock Group
Idaho
$2.54M +$75.6K +710 +3%
EML
1414
Eos Management LP
New York
$2.54M
S
1415
SignatureFD
Georgia
$2.54M -$44.6K -419 -2%
MVA
1416
Mount Vernon Associates
Maryland
$2.53M +$7.99K +75 +0.3%
BOPW
1417
Brandywine Oak Private Wealth
Pennsylvania
$2.53M +$2.76M +25,864 New
SGAM
1418
Steinberg Global Asset Management
Florida
$2.52M +$849K +7,968 +45%
CFMC
1419
Curbstone Financial Management Corp
New Hampshire
$2.52M +$37.3K +350 +1%
FI
1420
FormulaFolio Investments
Michigan
$2.51M
DGHMC
1421
Dalton, Greiner, Hartman, Maher & Co
New York
$2.51M -$13.4M -126,143 -83%
CAM
1422
Chesapeake Asset Management
New York
$2.5M
NPA
1423
Nichols & Pratt Advisers
Massachusetts
$2.5M +$136K +1,275 +5%
BJL
1424
Brighton Jones LLC
Washington
$2.49M +$15.8K +148 +0.6%
MCM
1425
Manchester Capital Management
Vermont
$2.49M +$5.11K +48 +0.2%