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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1751
PagnatoKarp Partners
Virginia
$1.44M -$78.8K -649 -4%
APWM
1752
Atlas Private Wealth Management
New York
$1.44M +$235K +1,931 +14%
CCM
1753
CAAS Capital Management
New York
$1.44M +$1.94M +16,000 New
LSAG
1754
Lake Street Advisors Group
New Hampshire
$1.44M +$72K +593 +4%
CWP
1755
CFM Wealth Partners
Texas
$1.43M +$132K +1,089 +7%
EWM
1756
Elmwood Wealth Management
California
$1.43M +$126K +1,036 +9%
ODG
1757
O'Dell Group
Ohio
$1.43M +$156K +1,288 +9%
TAM
1758
Townsend Asset Management
North Carolina
$1.43M +$207K +1,707 +12%
NL
1759
NVWM LLC
Pennsylvania
$1.42M -$240K -1,976 -11%
HFG
1760
Heron Financial Group
New York
$1.42M -$37.7K -310 -2%
IFG
1761
Independent Financial Group
California
$1.42M +$1.92M +15,786 New
CIM
1762
CIM Investment Management
Pennsylvania
$1.42M +$200K +1,650 +12%
NCM
1763
Neumann Capital Management
California
$1.41M -$66.8K -550 -3%
AI
1764
Accredited Investors
Minnesota
$1.41M +$310K +2,551 +20%
NWP
1765
Northstar Wealth Partners
Connecticut
$1.41M +$67.7K +557 +4%
AIM
1766
Aspen Investment Management
Michigan
$1.4M -$3.04K -25 -0.2%
FCA
1767
FinTrust Capital Advisors
South Carolina
$1.39M +$35.8K +295 +2%
GG
1768
Gleason Group
Kentucky
$1.39M -$593K -4,883 -24%
IIA
1769
IPG Investment Advisors
California
$1.39M +$1.48M +12,146 +370%
EI
1770
Ethic Inc
New York
$1.39M +$451K +3,709 +32%
KS
1771
Karpas Strategies
Connecticut
$1.39M +$2.31K +19 +0.1%
FANJ
1772
Financial Architects (New Jersey)
New Jersey
$1.38M +$130K +1,074 +8%
PWPS
1773
Pinnacle Wealth Planning Services
Ohio
$1.38M +$288K +2,368 +18%
RCM
1774
RB Capital Management
Nevada
$1.38M +$113K +928 +6%
YWP
1775
YorkBridge Wealth Partners
New York
$1.38M -$72.2K -594 -4%