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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1551
Old Port Advisors
Maine
$3.68M +$3.84K +26 +0.1%
AWA
1552
Arkadios Wealth Advisors
Georgia
$3.68M +$265K +1,794 +7%
IFG
1553
Independent Financial Group
California
$3.68M +$453K +3,068 +13%
SAM
1554
Secure Asset Management
Michigan
$3.67M -$276K -1,867 -6%
ECML
1555
Eagle Capital Management (Louisiana)
Louisiana
$3.67M +$77.9K +528 +2%
SIAP
1556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.67M +$49K +332 +1%
UBG
1557
United Bank (Georgia)
Georgia
$3.66M -$131K -885 -3%
FBT
1558
First Bankers Trust
Kentucky
$3.66M +$192K +1,302 +5%
OPS
1559
Orion Portfolio Solutions
Nebraska
$3.65M -$110K -747 -3%
CSPIA
1560
Cary Street Partners Investment Advisory
Virginia
$3.64M +$370K +2,507 +10%
SIC
1561
Shoker Investment Counsel
Ohio
$3.64M +$40K +271 +1%
WANY
1562
Wealthspire Advisors (New York)
New York
$3.63M -$1.19M -8,050 -23%
AFA
1563
Arlington Financial Advisors
California
$3.63M +$121K +821 +3%
RCA
1564
Resonant Capital Advisors
Wisconsin
$3.63M +$206K +1,397 +5%
SIAG
1565
Signet Investment Advisory Group
Rhode Island
$3.62M +$11.1K +75 +0.3%
ANRIA
1566
American National Registered Investment Advisor
Texas
$3.62M -$105K -708 -3%
MSA
1567
Marino Stram & Associates
Massachusetts
$3.61M +$71.4K +484 +2%
AG
1568
AIA Group
Hong Kong
$3.61M +$1.59M +10,799 +69%
CT
1569
Clearstead Trust
Maine
$3.61M +$46.8K +317 +1%
CPA
1570
Capital Planning Advisors
California
$3.61M +$41.6K +282 +1%
BAM
1571
Bosun Asset Management
Illinois
$3.6M +$1.33K +9 +0%
TA
1572
Tiedemann Advisors
New York
$3.6M +$56.1K +380 +1%
FBFS
1573
First Business Financial Services
Wisconsin
$3.6M +$85.9K +582 +2%
AWA
1574
Arete Wealth Advisors
Illinois
$3.6M +$767K +5,196 +25%
SW
1575
SkyOak Wealth
Michigan
$3.59M -$15.6K -106 -0.4%
61 62
63
64 65