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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
1551
Hamilton Point Investment Advisors
North Carolina
$8.35M -$289K -1,132 -4%
PFM
1552
Phillips Financial Management
Indiana
$8.35M +$3.26M +12,776 +79%
CWAG
1553
Compton Wealth Advisory Group
Virginia
$8.34M +$14.5K +57 +0.2%
WIS
1554
Wright Investors Service
Connecticut
$8.33M +$12.5K +49 +0.2%
MIM
1555
MTM Investment Management
South Carolina
$8.32M +$78.9K +309 +1%
SB
1556
Strategic Blueprint
Georgia
$8.32M -$1.79M -7,018 -20%
HCM
1557
Hengehold Capital Management
Ohio
$8.3M -$175K -685 -2%
PGWM
1558
Parisi Gray Wealth Management
New Jersey
$8.3M +$47K +184 +0.6%
GLR
1559
Great Lakes Retirement
Ohio
$8.29M +$89.8K +352 +1%
LFA
1560
Lauterbach Financial Advisors
Texas
$8.29M +$4.59K +18 +0.1%
BBP
1561
Banco BTG Pactual
Brazil
$8.28M -$3.3M -12,916 -31%
SQA
1562
Simon Quick Advisors
New Jersey
$8.27M -$602K -2,359 -8%
Kayne Anderson Rudnick Investment Management
1563
Kayne Anderson Rudnick Investment Management
California
$8.26M +$336K +1,317 +5%
HA
1564
Herold Advisors
New York
$8.24M -$503K -1,971 -6%
HLCM
1565
Hi-Line Capital Management
South Dakota
$8.24M -$29.1K -114 -0.4%
TI
1566
tru Independence
Oregon
$8.24M -$146K -573 -2%
MSA
1567
Marino Stram & Associates
Massachusetts
$8.23M +$92.1K +361 +1%
CPW
1568
Cove Private Wealth
New York
$8.21M +$1.23M +4,813 +20%
HFM
1569
Hartford Financial Management
Connecticut
$8.2M -$6.31M -24,737 -47%
RCIM
1570
Red Cedar Investment Management
Michigan
$8.2M
ATI
1571
Act Two Investors
California
$8.2M
PTP
1572
Platform Technology Partners
New York
$8.19M +$52.8K +207 +0.7%
RZH
1573
Relyea Zuckerberg Hanson
Connecticut
$8.18M +$1.37M +5,375 +24%
BWG
1574
Berry Wealth Group
Texas
$8.18M +$6.38K +25 +0.1%
MCM
1575
MV Capital Management
Maryland
$8.16M -$133K -522 -2%