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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1551
Lauterbach Financial Advisors
Texas
$5.79M +$5.87K +30 +0.1%
PTP
1552
Platform Technology Partners
New York
$5.78M +$5.58M +28,557 New
PCA
1553
Peddock Capital Advisors
Massachusetts
$5.77M -$221K -1,132 -4%
SFS
1554
Strategic Financial Services
New York
$5.76M +$73.1K +374 +1%
GFP
1555
Gryphon Financial Partners
Ohio
$5.76M +$327K +1,674 +6%
EPW
1556
Evergreen Private Wealth
Colorado
$5.75M +$49.3K +252 +0.9%
MLM
1557
Mount Lucas Management
Pennsylvania
$5.75M +$2.48M +12,700 +81%
ATI
1558
Act Two Investors
California
$5.73M
RCIM
1559
Red Cedar Investment Management
Michigan
$5.72M +$764K +3,910 +16%
TSWM
1560
Triangle Securities Wealth Management
North Carolina
$5.71M -$125K -639 -2%
DCM
1561
Delta Capital Management
New Jersey
$5.69M +$194K +990 +4%
CAM
1562
Centre Asset Management
New York
$5.69M +$123K +629 +2%
SPG
1563
Strategic Planning Group
Utah
$5.69M +$734K +3,754 +15%
BCM
1564
Brookmont Capital Management
Texas
$5.68M -$128K -657 -2%
CIC
1565
Cornercap Investment Counsel
Georgia
$5.67M -$2.1M -10,762 -28%
MCM
1566
Monarch Capital Management
Indiana
$5.66M -$150K -765 -3%
LCM
1567
Laurion Capital Management
New York
$5.65M +$5.46M +27,952 New
MSA
1568
Marino Stram & Associates
Massachusetts
$5.65M -$55.3K -283 -1%
JWCA
1569
J.W. Coons Advisors
Ohio
$5.64M +$83.5K +427 +2%
MWM
1570
Mattern Wealth Management
Kansas
$5.64M -$94K -481 -2%
LWM
1571
LJI Wealth Management
Indiana
$5.63M -$20.7K -106 -0.4%
VWM
1572
Valley Wealth Managers
New Jersey
$5.62M -$454K -2,322 -8%
GLR
1573
Great Lakes Retirement
Ohio
$5.62M +$1.06M +5,417 +24%
AF
1574
Advisornet Financial
Minnesota
$5.61M +$162K +829 +3%
CFGS
1575
Concourse Financial Group Securities
Alabama
$5.61M -$161K -821 -3%