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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1476
Beaumont Financial Advisors
Massachusetts
$253K +$4.24K +79 +2%
SWM
1477
Segment Wealth Management
Texas
$251K -$16.7K -311 -6%
MA
1478
Marshwinds Advisory
Georgia
$249K -$7.56K -141 -3%
DSAM
1479
Dock Street Asset Management
Florida
$249K
BFPW
1480
BOK Financial Private Wealth
Colorado
$249K +$53.6K +1,000 +26%
CAG
1481
Crestwood Advisors Group
Massachusetts
$246K -$31.2K -581 -11%
Jane Street
1482
Jane Street
New York
$245K -$2.88M -53,690 -92%
AA
1483
ALPS Advisors
Colorado
$245K +$254K +4,740 New
CAL
1484
Capital Analysts LLC
Pennsylvania
$244K -$131K -2,448 -34%
NFG
1485
Nadler Financial Group
Illinois
$243K -$251K -4,679 -50%
RFA
1486
Reilly Financial Advisors
California
$243K -$18.3K -342 -7%
CCA
1487
Conestoga Capital Advisors
Pennsylvania
$242K -$10.7K -200 -4%
HCM
1488
Hodges Capital Management
Texas
$241K +$8.1K +151 +3%
AI
1489
Accredited Investors
Minnesota
$239K +$429 +8 +0.2%
IIC
1490
Ironwood Investment Counsel
Arizona
$238K -$48.2K -898 -16%
CCB
1491
Cutter & Co Brokerage
Missouri
$236K -$4.61K -86 -2%
BRA
1492
Bender Robert & Associates
California
$234K +$3.75K +70 +2%
SFT
1493
Simmons First Trust
Arkansas
$232K -$49.9K -930 -17%
FGP
1494
Foyston, Gordon, & Payne
Ontario, Canada
$231K
KWMG
1495
King Wealth Management Group
Florida
$230K +$16.1K +300 +7%
UAS
1496
United Asset Strategies
New York
$230K -$36.4K -679 -13%
FIM
1497
Freedom Investment Management
Connecticut
$226K +$30.5K +568 +15%
ORI
1498
Oak Ridge Investments
Illinois
$222K +$12.2K +227 +6%
FMP
1499
Financial Management Professionals
Texas
$218K -$16.1K -300 -7%
CHAM
1500
Clear Harbor Asset Management
Connecticut
$217K -$1.51M -28,233 -87%