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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1526
IFC Advisors
California
$8.52M +$146K +482 +2%
AWM
1527
Avaii Wealth Management
Wisconsin
$8.51M +$261K +859 +3%
WPIC
1528
White Pine Investment Company
Michigan
$8.51M -$386K -1,273 -4%
MCM
1529
MV Capital Management
Maryland
$8.5M +$38.2K +126 +0.4%
CT
1530
Coastline Trust
Rhode Island
$8.5M +$331K +1,090 +4%
HA
1531
Herold Advisors
New York
$8.5M +$25.8K +85 +0.3%
HNW
1532
High Note Wealth
Minnesota
$8.49M -$10.9K -36 -0.1%
KJHP
1533
K.J. Harrison & Partners
Ontario, Canada
$8.49M -$11.9M -39,289 -58%
HRC
1534
Hoertkorn Richard Charles
$8.48M -$6.26M -20,635 -42%
PGWM
1535
Parisi Gray Wealth Management
New Jersey
$8.47M +$63.1K +208 +0.7%
PA
1536
Profund Advisors
Maryland
$8.46M -$1.86M -6,141 -18%
GBWM
1537
Granite Bay Wealth Management
New Hampshire
$8.45M +$795K +2,619 +10%
IIC
1538
Ironwood Investment Counsel
Arizona
$8.44M -$151K -496 -2%
MIM
1539
MTM Investment Management
South Carolina
$8.44M +$48.9K +161 +0.6%
KCP
1540
Kera Capital Partners
California
$8.43M +$99.8K +329 +1%
SIM
1541
Seaview Investment Managers
Florida
$8.41M +$1.06M +3,481 +14%
GWANC
1542
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.41M -$273K -899 -3%
UBG
1543
United Bank (Georgia)
Georgia
$8.41M +$103K +339 +1%
ST
1544
Smithfield Trust
Pennsylvania
$8.4M +$184K +607 +2%
MSA
1545
Marino Stram & Associates
Massachusetts
$8.4M +$8.8K +29 +0.1%
GIM
1546
Generate Investment Management
New Zealand
$8.39M -$5.08M -16,725 -37%
MCA
1547
MSH Capital Advisors
Arizona
$8.38M -$159K -524 -2%
MAM
1548
Mirabaud Asset Management
United Kingdom
$8.37M -$4.38M -14,434 -33%
AIP
1549
Ameritas Investment Partners
Nebraska
$8.36M -$180K -594 -2%
CM
1550
Cercano Management
Washington
$8.35M -$6.36M -20,969 -42%