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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1776
JFS Wealth Advisors
Pennsylvania
$693K +$218K +2,369 +48%
RP
1777
Reinhart Partners
Wisconsin
$691K -$62.7K -680 -9%
CIM
1778
Confluence Investment Management
Missouri
$686K -$11.6K -126 -2%
CYG
1779
Clean Yield Group
Vermont
$683K
FA
1780
Fortis Advisors
Pennsylvania
$677K -$740K -8,019 -53%
PCM
1781
Pointe Capital Management
Michigan
$676K
CCB
1782
Cutter & Co Brokerage
Missouri
$673K
Edgewood Management
1783
Edgewood Management
Connecticut
$673K
WAP
1784
Wealthcare Advisory Partners
Pennsylvania
$672K +$649K +7,036 New
CAG
1785
Crestwood Advisors Group
Massachusetts
$670K +$31K +336 +5%
AF
1786
Affiance Financial
Minnesota
$669K +$6.92K +75 +1%
SXL
1787
Summit X LLC
Missouri
$668K +$50.9K +552 +9%
AWE
1788
Avidian Wealth Enterprises
Texas
$666K +$922 +10 +0.1%
DHFB
1789
Dixon Hubard Feinour & Brown
Virginia
$664K -$111K -1,200 -15%
NED
1790
Nancy E. Dempze
$663K
AWMF
1791
Arbor Wealth Management (Florida)
Florida
$658K -$208K -2,260 -25%
NHC
1792
Nicholas Hoffman & Company
Georgia
$658K +$17.4K +189 +3%
WDL
1793
Well Done LLC
Michigan
$657K +$9.68K +105 +2%
RHAM
1794
Round Hill Asset Management
California
$650K
2L
1795
22NW LP
Washington
$649K -$443K -4,800 -41%
PL
1796
Plancorp LLC
Missouri
$649K +$36.5K +396 +6%
KIC
1797
Keating Investment Counselors
Florida
$648K -$27.7K -300 -4%
ADBIC
1798
A.D. Beadell Investment Counsel
Wisconsin
$647K
IIA
1799
IPG Investment Advisors
California
$646K +$9.68K +105 +2%
PGA
1800
Portland Global Advisors
Maine
$640K -$30K -325 -5%