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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1601
BerganKDV Wealth Management
Minnesota
$519K -$22.6K -346 -4%
NA
1602
NewEdge Advisors
Louisiana
$519K +$508K +7,793 New
LFG
1603
LifePlan Financial Group
Ohio
$518K
NHC
1604
Nicholas Hoffman & Company
Georgia
$517K +$174K +2,674 +53%
CWM
1605
Connecticut Wealth Management
Connecticut
$517K +$506K +7,764 New
LI
1606
Lafayette Investments
Maryland
$513K +$3.46K +53 +0.7%
RWM
1607
Raffa Wealth Management
District of Columbia
$511K
LCM
1608
Logan Capital Management
Pennsylvania
$511K +$63K +966 +14%
LP
1609
LMR Partners
United Kingdom
$511K +$500K +7,673 New
AIM
1610
Arcadia Investment Management
Michigan
$506K
PGA
1611
Portland Global Advisors
Maine
$504K
WCM
1612
Windsor Capital Management
Arizona
$504K +$14K +214 +3%
IIC
1613
Ironwood Investment Counsel
Arizona
$504K +$255K +3,916 +107%
HHGA
1614
Halbert Hargrove Global Advisors
California
$497K -$119K -1,830 -20%
PCM
1615
Perritt Capital Management
Illinois
$497K -$13.4K -205 -3%
SMC
1616
Smith, Moore & Co
Missouri
$497K +$19.6K +300 +4%
HA
1617
Hamel Associates
New Jersey
$494K
PHK
1618
Point72 Hong Kong
Hong Kong
$493K +$104K +1,600 +28%
BCM
1619
Bluefin Capital Management
New York
$492K -$6.11M -93,638 -86%
MFW
1620
Meristem Family Wealth
Minnesota
$492K -$15.3K -234 -3%
SC
1621
Searle & Co
Connecticut
$491K +$480K +7,369 New
KIC
1622
Keating Investment Counselors
Florida
$488K
KCPG
1623
Kavar Capital Partners Group
Kansas
$488K +$261 +4 +0.1%
BIAS
1624
Beacon Investment Advisory Services
New Jersey
$487K +$14.3K +220 +3%
Edgewood Management
1625
Edgewood Management
Connecticut
$485K -$7.82K -120 -2%