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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1751
Proquility Private Wealth Partners
Nevada
$3.31M -$147K -896 -4%
SAMT
1752
Select Asset Management & Trust
Pennsylvania
$3.31M -$587K -3,577 -15%
ACP
1753
Ashfield Capital Partners
California
$3.3M +$3.28K +20 +0.1%
CA
1754
Cornerstone Advisory
Maryland
$3.3M +$158K +961 +5%
RP
1755
Rowlandmiller & Partners
Georgia
$3.29M +$908K +5,527 +36%
ATC
1756
Adirondack Trust Company
New York
$3.29M -$49.4K -301 -1%
APG
1757
Abacus Planning Group
South Carolina
$3.28M +$84.9K +517 +3%
SIG
1758
Sargent Investment Group
Maryland
$3.28M +$144K +875 +4%
KS
1759
Karpas Strategies
Connecticut
$3.28M +$915K +5,570 +37%
SG
1760
Stonnington Group
California
$3.28M +$1.05M +6,369 +48%
IA
1761
IFG Advisory
Georgia
$3.27M +$91.6K +558 +3%
AMG
1762
Advisors Management Group
Wisconsin
$3.27M -$33.7K -205 -1%
CFCI
1763
Comprehensive Financial Consultants Institutional
Indiana
$3.26M +$3.62M +22,016 New
YIA
1764
YHB Investment Advisors
Connecticut
$3.25M +$104K +634 +3%
MCM
1765
McMillion Capital Management
North Carolina
$3.25M -$33.2K -202 -1%
SC
1766
Sawyer & Company
Massachusetts
$3.25M -$7.72K -47 -0.2%
MA
1767
Modus Advisors
Minnesota
$3.25M -$164K -997 -5%
SG
1768
StoneX Group
New York
$3.25M +$809K +4,926 +32%
WP
1769
WealthShield Partners
North Carolina
$3.25M +$1.12M +6,848 +50%
NAG
1770
Northstar Advisory Group
New Jersey
$3.23M +$3.35M +20,421 New
FPB
1771
First PREMIER Bank
South Dakota
$3.22M +$3.28K +20 +0.1%
OF
1772
Outfitter Financial
Maine
$3.22M +$3.28K +20 +0.1%
IIA
1773
IPG Investment Advisors
California
$3.22M +$936K +5,702 +39%
NPP
1774
New Potomac Partners
Maryland
$3.21M -$167K -1,015 -5%
EN1L
1775
Engine No 1 LLC
California
$3.21M +$681K +4,149 +26%