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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1676
Patriot Financial Group Insurance Agency
Massachusetts
$4.19M +$329K +2,171 +10%
WorldQuant Millennium Advisors
1677
WorldQuant Millennium Advisors
New York
$4.19M -$7.05M -46,495 -65%
HNW
1678
High Note Wealth
Minnesota
$4.19M -$71.5K -472 -2%
SIAP
1679
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.18M -$91.1K -601 -2%
PI
1680
PFG Investments
New York
$4.18M +$66.1K +436 +2%
GD
1681
Grandfield & Dodd
New York
$4.16M -$12.1K -80 -0.3%
OWA
1682
Octavia Wealth Advisors
Ohio
$4.16M -$97.1K -641 -3%
SP
1683
SWS Partners
Ohio
$4.16M +$175K +1,157 +5%
LCC
1684
Lincoln Capital Corp
Rhode Island
$4.15M -$121K -800 -3%
CWM
1685
Connecticut Wealth Management
Connecticut
$4.15M +$880K +5,809 +31%
RCIM
1686
Red Cedar Investment Management
Michigan
$4.15M +$81.2K +536 +2%
TBNY
1687
Trustco Bank (New York)
New York
$4.14M -$1.82K -12 -0%
GBT
1688
Grove Bank & Trust
Florida
$4.13M -$3.33K -22 -0.1%
WAS
1689
Winch Advisory Services
Wisconsin
$4.12M +$21.1K +139 +0.6%
VanEck Associates
1690
VanEck Associates
New York
$4.11M -$1.46M -9,616 -28%
MFC
1691
Mechanics Financial Corp
Ohio
$4.11M -$186K -1,226 -5%
HA
1692
Harbor Advisors
Florida
$4.11M
BOS
1693
Bank of Stockton
California
$4.09M +$65.5K +432 +2%
GWANC
1694
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.09M +$47.9K +316 +1%
FMTCOCP
1695
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.08M -$80.8K -533 -2%
PPWP
1696
Premier Path Wealth Partners
New Jersey
$4.08M +$3.65M +24,087 New
GJWM
1697
Gilliland Jeter Wealth Management
Arkansas
$4.07M +$3.63M +23,954 New
PMSA
1698
Patrick M. Sweeney & Associates
Illinois
$4.07M +$3.63M +23,940 New
CFMC
1699
Curbstone Financial Management Corp
New Hampshire
$4.07M +$9.09K +60 +0.3%
LNWTC
1700
Laird Norton Wetherby Trust Company
Washington
$4.06M +$2.45M +16,174 +210%