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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1676
IMA Advisory Services
Colorado
$4.96M +$151K +719 +3%
WMA
1677
West Michigan Advisors
Michigan
$4.96M +$60.9K +289 +1%
MFS
1678
Monetta Financial Services
Illinois
$4.96M -$316K -1,500 -6%
SIA
1679
Strategic Investment Advisors
Michigan
$4.95M +$73.9K +351 +2%
LRWA
1680
Long Run Wealth Advisors
New York
$4.94M -$211K -1,003 -4%
LC
1681
Legacy CG
Texas
$4.94M -$1.6M -7,592 -24%
SIG
1682
Sargent Investment Group
Maryland
$4.94M +$489K +2,322 +11%
SCM
1683
Seascape Capital Management
New Hampshire
$4.93M -$77.3K -367 -2%
WR
1684
WD Rutherford
Oregon
$4.93M -$8.64K -41 -0.2%
MPIA
1685
Mountain Pacific Investment Advisers
Idaho
$4.93M -$234K -1,111 -5%
SIM
1686
Studio Investment Management
Illinois
$4.92M -$143K -677 -3%
TCA
1687
Trifecta Capital Advisors
Illinois
$4.92M +$28.9K +137 +0.6%
PMFA
1688
Plante Moran Financial Advisors
Michigan
$4.92M +$1.71M +8,129 +53%
BCM
1689
Blume Capital Management
California
$4.92M -$49.5K -235 -1%
SQA
1690
Simon Quick Advisors
New Jersey
$4.92M +$688K +3,264 +16%
OAM
1691
Occidental Asset Management
California
$4.89M +$286K +1,356 +6%
BC
1692
Burney Company
Virginia
$4.89M +$847K +4,019 +21%
ORC
1693
O'Rourke & Company
Massachusetts
$4.88M +$35.8K +170 +0.7%
CVA
1694
Central Valley Advisors
California
$4.87M +$31.8K +151 +0.7%
KFI
1695
Key Financial Inc
Pennsylvania
$4.86M +$6.95K +33 +0.1%
PBC
1696
Pavion Blue Capital
California
$4.86M -$7.79K -37 -0.2%
CAC
1697
Certified Advisory Corp
Florida
$4.85M +$49.3K +234 +1%
TPW
1698
Transatlantique Private Wealth
New York
$4.85M +$59.8K +284 +1%
AMG
1699
Advisors Management Group
Wisconsin
$4.84M +$21.1K +100 +0.4%
CW
1700
CreativeOne Wealth
Kansas
$4.83M +$1.45M +6,902 +43%
66 67
68
69 70