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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1726
L & S Advisors
California
$2.82M +$558K +4,075 +23%
CCWM
1727
Cassaday & Co Wealth Management
Virginia
$2.82M -$94.5K -690 -3%
PWA
1728
Phoenix Wealth Advisors
North Carolina
$2.8M -$154K -1,127 -5%
DFG
1729
Delta Financial Group
New Jersey
$2.8M +$6.44K +47 +0.2%
KS
1730
Karpas Strategies
Connecticut
$2.8M -$19.5K -142 -0.7%
LCM
1731
Legato Capital Management
California
$2.8M
Edgewood Management
1732
Edgewood Management
Connecticut
$2.8M
V
1733
VeraBank
Texas
$2.78M -$155K -1,129 -5%
TA
1734
Townsend & Associates
Colorado
$2.77M +$265K +1,937 +11%
MPPLM
1735
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.77M +$588K +4,293 +25%
LOAMS
1736
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.77M +$309K +2,254 +12%
AC
1737
AlphaCore Capital
California
$2.77M +$1.13M +8,214 +63%
MJB
1738
Mark J. Bradley
$2.77M +$621K +4,533 +27%
MWM
1739
Mattern Wealth Management
Kansas
$2.77M +$518K +3,780 +22%
MWAM
1740
Manhattan West Asset Management
California
$2.75M -$306K -2,232 -10%
CIP
1741
Convergence Investment Partners
Florida
$2.75M +$144K +1,049 +5%
SOAMC
1742
Spirit of America Management Corp
New York
$2.74M
APG
1743
Abacus Planning Group
South Carolina
$2.74M +$411 +3 +0%
DMKJ
1744
David M. Knott Jr
$2.73M +$82.2K +600 +3%
BOS
1745
Bank of Stockton
California
$2.73M -$524K -3,828 -15%
MWM
1746
Massachusetts Wealth Management
Massachusetts
$2.73M -$158K -1,150 -5%
AWM
1747
Ameliora Wealth Management
Switzerland
$2.72M -$1.31M -9,534 -31%
IP
1748
Investment Partners
Ohio
$2.72M +$11.9K +87 +0.4%
RCWM
1749
Royal Capital Wealth Management
Indiana
$2.72M +$101K +734 +4%
LWM
1750
Ledge Wealth Management
Minnesota
$2.72M +$26.6K +194 +0.9%