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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1726
Evergreen Private Wealth
Colorado
$7.64M +$129K +415 +2%
TSWM
1727
Triangle Securities Wealth Management
North Carolina
$7.63M -$54.3K -175 -0.7%
MCWS
1728
McKinley Carter Wealth Services
West Virginia
$7.63M +$133K +427 +2%
SCI
1729
S&CO Inc
Massachusetts
$7.62M -$202K -650 -3%
JE
1730
Jacobs Equity
Utah
$7.62M +$6.6M +21,254 +1,053%
HEIP
1731
Hudson Edge Investment Partners
New Jersey
$7.61M -$1.44M -4,628 -17%
PMA
1732
Prudent Man Advisors
Illinois
$7.6M +$733K +2,361 +11%
CRI
1733
Commonwealth Retirement Investments
Virginia
$7.59M -$4.35M -14,001 -38%
RSS
1734
Rosenblum Silverman Sutton
California
$7.59M -$71.4K -230 -1%
ST
1735
Sentinel Trust
Texas
$7.58M -$764K -2,459 -10%
SOAMC
1736
Spirit of America Management Corp
New York
$7.56M – – –
MVA
1737
Mount Vernon Associates
Maryland
$7.56M -$484K -1,560 -6%
EWM
1738
EPG Wealth Management
Georgia
$7.55M +$697K +2,246 +11%
GJWM
1739
Gilliland Jeter Wealth Management
Arkansas
$7.53M -$97.2K -313 -1%
SIC
1740
Shoker Investment Counsel
Ohio
$7.53M +$370K +1,191 +5%
EC
1741
Enhancing Capital
Pennsylvania
$7.53M – – –
SGCA
1742
Steel Grove Capital Advisors
Tennessee
$7.52M +$98.1K +316 +1%
BEC
1743
Blue Edge Capital
Virginia
$7.52M -$29.8K -96 -0.4%
VWMG
1744
Virginia Wealth Management Group
Virginia
$7.51M -$1.55K -5 -0%
IAS
1745
IMA Advisory Services
Colorado
$7.51M +$622K +2,002 +10%
HCM
1746
Howard Capital Management
Georgia
$7.5M +$3.11M +10,014 +78%
LS
1747
Leelyn Smith
Illinois
$7.49M -$25.8K -83 -0.4%
RSA
1748
River Street Advisors
Illinois
$7.49M +$124K +398 +2%
1IA
1749
1834 Investment Advisors
Wisconsin
$7.48M -$219K -706 -3%
MCC
1750
Malaga Cove Capital
California
$7.46M -$70.2K -226 -1%