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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1701
Monetary Management Group
Missouri
$7.81M -$461K -1,489 -6%
GA
1702
GFS Advisors
Texas
$7.78M -$1.47M -4,739 -16%
HA
1703
Harbor Advisors
Florida
$7.78M – – –
WAS
1704
Winch Advisory Services
Wisconsin
$7.78M -$105K -339 -1%
SF
1705
Symphony Financial
Texas
$7.77M -$1.93M -6,219 -21%
PFM
1706
Patton Fund Management
Texas
$7.77M +$3.82M +12,331 +105%
AB
1707
Atlas Brown
Kentucky
$7.76M -$271K -876 -4%
AIMA
1708
Ables Iannone Moore & Associates
Georgia
$7.76M -$87K -281 -1%
AO
1709
Advisor OS
Illinois
$7.74M +$1.09M +3,516 +17%
CI
1710
Cherokee Insurance
Michigan
$7.74M – – –
BCM
1711
Bretton Capital Management
California
$7.73M – – –
Sax Wealth Advisors
1712
Sax Wealth Advisors
New Jersey
$7.73M +$858K +2,772 +13%
AI
1713
Arvest Investments
Arkansas
$7.72M -$229K -741 -3%
SCI
1714
S&CO Inc
Massachusetts
$7.71M -$18.6K -60 -0.3%
Gerber Kawasaki Wealth & Investment Management
1715
Gerber Kawasaki Wealth & Investment Management
California
$7.68M +$1.02M +3,288 +16%
KF
1716
KKM Financial
Illinois
$7.68M +$893K +2,884 +14%
MAMA
1717
Myriad Asset Management Advisors
Florida
$7.67M +$7.37M +23,815 New
RAM
1718
Ramirez Asset Management
New York
$7.66M – – –
PMSA
1719
Patrick M. Sweeney & Associates
Illinois
$7.64M -$68.4K -221 -0.9%
1IA
1720
1834 Investment Advisors
Wisconsin
$7.63M -$186K -602 -2%
IA
1721
Icon Advisers
Colorado
$7.63M -$172K -557 -2%
EPW
1722
Evergreen Private Wealth
Colorado
$7.62M -$1.05M -3,397 -13%
MCP
1723
Martin Capital Partners
Oregon
$7.61M -$59.1K -191 -0.8%
GJWM
1724
Gilliland Jeter Wealth Management
Arkansas
$7.59M -$74.9K -242 -1%
EPIMS
1725
Evelyn Partners Investment Management Services
$7.58M +$467K +1,507 +7%