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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1501
Laurel Wealth Advisors (California)
California
$2.21M -$86.8K -815 -3%
WPA
1502
West Paces Advisors
Georgia
$2.21M -$46K -432 -2%
AAS
1503
Annex Advisory Services
Wisconsin
$2.21M +$243K +2,278 +11%
SCI
1504
Stableford Capital II
Arizona
$2.2M -$506K -4,753 -17%
CPA
1505
Court Place Advisors
Maryland
$2.2M -$19K -178 -0.8%
TCM
1506
Telos Capital Management
California
$2.2M +$309K +2,900 +15%
PIP
1507
Peachtree Investment Partners
Florida
$2.19M +$2.4M +22,482 New
CCM
1508
Carderock Capital Management
Maryland
$2.19M -$54K -507 -2%
LHC
1509
Little House Capital
Massachusetts
$2.18M +$2.38M +22,335 New
WCM
1510
Wunderlich Capital Managemnt
Tennessee
$2.17M -$7.25K -68 -0.3%
HWA
1511
Heritage Way Advisors
Illinois
$2.17M +$133K +1,252 +6%
Carson Wealth (CWM LLC)
1512
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$465K +4,367 +25%
QCG
1513
Quadrant Capital Group
Ohio
$2.16M -$20.7K -194 -0.9%
HCM
1514
Hudson Capital Management
New Jersey
$2.15M +$266K +2,501 +13%
TW
1515
TrinityPoint Wealth
Connecticut
$2.15M +$2.35M +22,066 New
FIM
1516
Frontier Investment Management
Texas
$2.15M +$50.2K +471 +2%
BFA
1517
Brendel Financial Advisors
New Hampshire
$2.14M +$2.34M +21,937 New
WC
1518
Weil Company
California
$2.13M +$333K +3,121 +17%
CB
1519
Cadence Bank
Mississippi
$2.12M +$134K +1,259 +6%
IIC
1520
Integrated Investment Consultants
Michigan
$2.12M -$94.8K -890 -4%
BMC
1521
Beaton Management Company
Massachusetts
$2.12M -$16K -150 -0.7%
BPA
1522
Beacon Pointe Advisors
California
$2.11M +$2.3M +21,620 New
AF
1523
Advisornet Financial
Minnesota
$2.11M -$1.93M -18,155 -46%
LFA
1524
Landmark Financial Advisors
Kentucky
$2.11M -$77.4K -726 -3%
SIG
1525
Schaller Investment Group
North Carolina
$2.1M