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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1401
Valley National Advisers
Pennsylvania
$4.44M +$765K +6,034 +23%
BP
1402
Broadleaf Partners
Ohio
$4.43M +$4.19M +33,053 New
CPC
1403
Consolidated Planning Corp
Georgia
$4.43M +$211K +1,663 +5%
KFBMI
1404
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.43M
MW
1405
Marcum Wealth
Ohio
$4.42M +$47.3K +373 +1%
WPW
1406
Waldron Private Wealth
Pennsylvania
$4.42M
AFM
1407
Abbot Financial Management
Massachusetts
$4.42M -$173K -1,369 -4%
RI
1408
Redwood Investments
Massachusetts
$4.42M +$29.4K +232 +0.7%
RWM
1409
RBA Wealth Management
California
$4.42M +$139K +1,098 +3%
LSPW
1410
Lake Street Private Wealth
Illinois
$4.41M +$4.17M +32,911 New
HCM
1411
Huber Capital Management
California
$4.41M -$634K -5,000 -13%
NAM
1412
NTV Asset Management
West Virginia
$4.41M -$75.1K -593 -2%
VNIM
1413
Vaughan Nelson Investment Management
Texas
$4.4M +$114K +900 +3%
RBC
1414
Romano Brothers & Co
Illinois
$4.39M +$74.4K +587 +2%
LC
1415
Lincoln Capital
Nebraska
$4.39M -$67.7K -534 -2%
QI
1416
Qtron Investments
Massachusetts
$4.38M +$1.28M +10,136 +45%
BBA
1417
Baader Bank Aktiengesellschaft
Germany
$4.36M -$610K -4,814 -13%
BWL
1418
Bogart Wealth LLC
Virginia
$4.36M -$512K -4,044 -11%
BMA
1419
Brooks Moore & Associates
Tennessee
$4.34M +$152K +1,198 +4%
SB
1420
Strategic Blueprint
Georgia
$4.34M +$138K +1,092 +3%
AW
1421
Apricus Wealth
South Carolina
$4.34M -$28K -221 -0.7%
GAG
1422
Goodman Advisory Group
Massachusetts
$4.33M +$4.08M +32,195 +34,618%
FMAEN1
1423
Fund Management at Engine No 1
California
$4.33M +$519K +4,093 +15%
Koshinski Asset Management
1424
Koshinski Asset Management
Illinois
$4.32M +$516K +4,076 +14%
HPIA
1425
Hamilton Point Investment Advisors
North Carolina
$4.32M +$29.5K +233 +0.7%