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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1726
Capital Investment Advisory Services
North Carolina
$5.81M +$136K +534 +2%
LS
1727
Leelyn Smith
Illinois
$5.79M -$172K -676 -3%
NG
1728
Novem Group
New York
$5.79M +$313K +1,228 +5%
CPW
1729
Cove Private Wealth
New York
$5.77M +$972K +3,814 +19%
MFS
1730
Monetta Financial Services
Illinois
$5.76M – – –
Waldron Private Wealth
1731
Waldron Private Wealth
Pennsylvania
$5.76M -$6.21M -24,344 -51%
EWM
1732
EPG Wealth Management
Georgia
$5.75M -$388K -1,523 -6%
SIAG
1733
Signet Investment Advisory Group
Rhode Island
$5.75M -$523K -2,053 -8%
MWA
1734
Midland Wealth Advisors
Illinois
$5.74M -$166K -650 -3%
TPM
1735
Triasima Portfolio Management
Quebec, Canada
$5.73M +$75K +294 +1%
SBI Securities
1736
SBI Securities
Japan
$5.72M +$804K +3,153 +16%
ORC
1737
O'Rourke & Company
Massachusetts
$5.71M +$46.9K +184 +0.8%
BOS
1738
Bank of Stockton
California
$5.7M -$25.5K -100 -0.4%
KFI
1739
Key Financial Inc
Pennsylvania
$5.7M +$40.3K +158 +0.7%
EFG
1740
Ethos Financial Group
Pennsylvania
$5.69M +$1.18M +4,646 +25%
OC
1741
Optimas Capital
Hong Kong
$5.68M +$2.34M +9,171 +66%
MC
1742
Mathes Company
New York
$5.68M -$171K -670 -3%
BCFS
1743
Butensky & Cohen Financial Security
Florida
$5.65M -$486K -1,905 -8%
AWM
1744
Ameliora Wealth Management
Switzerland
$5.65M – – –
PCTC
1745
Perkins Coie Trust Company
Washington
$5.64M +$124K +486 +2%
EC
1746
Enhancing Capital
Pennsylvania
$5.64M – – –
AF
1747
Ally Financial
Michigan
$5.64M +$5.86M +23,000 New
PBC
1748
Pavion Blue Capital
California
$5.62M -$11.5K -45 -0.2%
PS
1749
Pensionfund Sabic
Netherlands
$5.62M -$918K -3,600 -14%
MPIA
1750
Mountain Pacific Investment Advisers
Idaho
$5.61M -$78.5K -308 -1%