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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1651
LJI Wealth Management
Indiana
$7.49M -$550K -1,811 -7%
Aspiriant LLC
1652
Aspiriant LLC
California
$7.48M +$199K +655 +3%
AWM
1653
Aprio Wealth Management
Georgia
$7.48M -$87.4K -288 -1%
SC
1654
Skylands Capital
Wisconsin
$7.47M -$19.7K -65 -0.3%
KA
1655
Kovack Advisors
Florida
$7.45M -$4.89M -16,112 -39%
HWM
1656
Hohimer Wealth Management
Washington
$7.45M +$1.27M +4,194 +20%
MAWCM
1657
Mine & Arao Wealth Creation & Management
California
$7.44M +$111K +367 +1%
Hennessy Advisors Inc
1658
Hennessy Advisors Inc
California
$7.44M +$6.01M +19,800 +360%
SB
1659
Strategic Blueprint
Georgia
$7.44M -$126K -414 -2%
OPA
1660
Old Port Advisors
Maine
$7.44M +$7.89K +26 +0.1%
IWA
1661
IBEX Wealth Advisors
New Jersey
$7.42M +$154K +509 +2%
WIS
1662
Wright Investors Service
Connecticut
$7.42M -$162K -535 -2%
AW
1663
Atlas Wealth
Ohio
$7.41M -$303K -999 -4%
GTS Securities
1664
GTS Securities
Florida
$7.41M -$6.02M -19,829 -44%
BOPW
1665
Brandywine Oak Private Wealth
Pennsylvania
$7.41M -$22.5K -74 -0.3%
PP
1666
Pacifica Partners
Canada
$7.37M +$1.26M +4,160 +20%
PIWA
1667
Prevail Innovative Wealth Advisors
Kansas
$7.36M +$1.3M +4,278 +21%
AFA
1668
Arlington Financial Advisors
California
$7.36M +$482K +1,588 +7%
Krilogy Financial
1669
Krilogy Financial
Missouri
$7.36M +$1.08M +3,574 +18%
EML
1670
Eos Management LP
New York
$7.35M – – –
BP
1671
Baypointe Partners
Connecticut
$7.35M +$7.59M +25,000 New
NB
1672
Northwest Bancshares
Pennsylvania
$7.34M -$49.2K -162 -0.6%
CBB
1673
Citizens Business Bank
California
$7.33M -$2.36M -7,781 -24%
SHA
1674
Seneca House Advisors
Virginia
$7.32M -$2.29M -7,556 -23%
FLI
1675
Family Legacy Inc
South Carolina
$7.3M -$215K -707 -3%