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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1451
Private Wealth Asset Management
Iowa
$7.91M +$8.22M +32,232 New
MNBTD
1452
Moody National Bank Trust Division
Texas
$7.9M -$115K -452 -1%
IAS
1453
Insigneo Advisory Services
Florida
$7.9M -$46.9K -184 -0.6%
GSEP
1454
Golden State Equity Partners
California
$7.87M -$143K -561 -2%
Koshinski Asset Management
1455
Koshinski Asset Management
Illinois
$7.86M +$1.4M +5,481 +21%
WP
1456
WealthShield Partners
North Carolina
$7.86M +$705K +2,765 +9%
KCM
1457
Kennedy Capital Management
Missouri
$7.85M -$879K -3,447 -10%
RCAG
1458
Rehmann Capital Advisory Group
Michigan
$7.85M +$518K +2,030 +7%
WWA
1459
WCG Wealth Advisors
Nevada
$7.82M -$551K -2,160 -6%
EGA
1460
E&G Advisors
Texas
$7.79M -$98.2K -385 -1%
ST
1461
Sentinel Trust
Texas
$7.77M -$246K -964 -3%
CNFG
1462
Creegan & Nassoura Financial Group
New Hampshire
$7.76M -$147K -575 -2%
AIM
1463
AHL Investment Management
Florida
$7.76M -$22.9K -90 -0.3%
MMPW
1464
Mitchell McLeod Pugh & Williams
Alabama
$7.76M -$19.9K -78 -0.2%
WTA
1465
Washington Trust Advisors
Massachusetts
$7.76M -$52.3K -205 -0.6%
AG
1466
AlTi Global
New York
$7.75M -$710K -2,784 -8%
BFC
1467
Bedel Financial Consulting
Indiana
$7.75M +$58.9K +231 +0.7%
GWMR
1468
GC Wealth Management RIA
Massachusetts
$7.73M +$213K +834 +3%
PFA
1469
Pathway Financial Advisers
Indiana
$7.71M -$292K -1,145 -4%
LG
1470
Leuthold Group
Minnesota
$7.7M -$567K -2,224 -7%
SAM
1471
Sompo Asset Management
Japan
$7.7M -$515K -2,020 -6%
AWM
1472
Accurate Wealth Management
Florida
$7.68M +$382K +1,499 +5%
SBIA
1473
Sheaff Brock Investment Advisors
Indiana
$7.67M -$67.8K -266 -0.8%
GBT
1474
Grove Bank & Trust
Florida
$7.66M +$716K +2,808 +10%
MA
1475
MSA Advisors
California
$7.65M +$982K +3,850 +14%