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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1451
Trivium Point Advisory
Connecticut
$2.75M +$338K +3,443 +14%
SWM
1452
Selective Wealth Management
Virginia
$2.75M +$20.8K +212 +0.7%
CGL
1453
Clarius Group LLC
Washington
$2.75M -$123K -1,248 -4%
OL
1454
Optas LLC
Texas
$2.75M +$1.09M +11,087 +63%
5L
1455
55I LLC
Massachusetts
$2.75M +$393K +4,004 +16%
MCM
1456
Mitchell Capital Management
Kansas
$2.74M +$127K +1,295 +5%
TFS
1457
Thoroughbred Financial Services
Tennessee
$2.74M -$140K -1,429 -5%
KCPG
1458
Kavar Capital Partners Group
Kansas
$2.73M +$452K +4,603 +19%
JWCA
1459
J.W. Coons Advisors
Ohio
$2.73M -$121K -1,229 -4%
AM
1460
Account Management
Massachusetts
$2.72M
CST
1461
Charles Schwab Trust
Nevada
$2.72M -$50K -509 -2%
OC
1462
Oarsman Capital
Wisconsin
$2.72M -$15.6K -159 -0.6%
ANRIA
1463
American National Registered Investment Advisor
Texas
$2.72M
SHA
1464
Seneca House Advisors
Virginia
$2.71M +$248K +2,522 +10%
ATI
1465
Act Two Investors
California
$2.69M
CA
1466
Continental Advisors
Utah
$2.69M
BDF
1467
Balasa Dinverno & Foltz
$2.68M +$215K +2,191 +9%
SW
1468
SkyOak Wealth
Michigan
$2.68M -$445K -4,533 -14%
Fuller & Thaler Asset Management
1469
Fuller & Thaler Asset Management
California
$2.67M
NSAM
1470
North Star Asset Management
Wisconsin
$2.67M +$1.41M +14,347 +107%
TNBTD
1471
Trustmark National Bank Trust Department
Mississippi
$2.66M -$189K -1,926 -7%
SSI
1472
Scott & Selber Inc
Texas
$2.66M +$18.3K +186 +0.7%
GAM
1473
Gotham Asset Management
New York
$2.66M -$2.45M -24,996 -47%
WANY
1474
Wealthspire Advisors (New York)
New York
$2.66M +$458K +4,661 +20%
RWM
1475
RBA Wealth Management
California
$2.66M +$54.4K +554 +2%