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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1776
Massachusetts Wealth Management
Massachusetts
$3.69M +$77.1K +509 +2%
BO
1777
Bank OZK
Arkansas
$3.69M -$124K -820 -4%
MA
1778
MCF Advisors
Kentucky
$3.68M +$58.8K +388 +2%
V
1779
VeraBank
Texas
$3.68M -$12.7K -84 -0.4%
IP
1780
Intellectus Partners
California
$3.66M +$46.8K +309 +1%
LOIM
1781
Liberty One Investment Management
Illinois
$3.66M +$143K +941 +5%
CIA
1782
Cohen Investment Advisors
New Hampshire
$3.66M -$7.58K -50 -0.2%
PRA
1783
Pine Ridge Advisers
New York
$3.66M
NL
1784
NVWM LLC
Pennsylvania
$3.65M -$203K -1,338 -6%
LCM
1785
Legato Capital Management
California
$3.65M
Edgewood Management
1786
Edgewood Management
Connecticut
$3.65M
SWA
1787
SOA Wealth Advisors
New York
$3.64M +$31.7K +209 +1%
MCM
1788
Marathon Capital Management
Maryland
$3.64M +$153K +1,009 +5%
CB
1789
CNB Bank
Pennsylvania
$3.63M -$146K -963 -4%
WOC
1790
West Oak Capital
California
$3.63M -$83.3K -550 -2%
PRWA
1791
Platte River Wealth Advisors
Colorado
$3.62M +$190K +1,252 +6%
SWM
1792
Sugarloaf Wealth Management
Georgia
$3.6M +$90.5K +597 +3%
BLC
1793
Brown, Lisle/Cummings
Rhode Island
$3.59M -$75.6K -499 -2%
SHFP
1794
Second Half Financial Partners
Florida
$3.59M -$26.7K -176 -0.8%
SPG
1795
Strategic Planning Group
Utah
$3.59M +$3.2M +21,121 New
RFA
1796
Resurgent Financial Advisors
Georgia
$3.57M -$10.5K -69 -0.3%
SOAMC
1797
Spirit of America Management Corp
New York
$3.57M
PCM
1798
Poehling Capital Management
Wisconsin
$3.57M +$44.7K +295 +1%
DMKJ
1799
David M. Knott Jr
$3.57M
TFA
1800
Transamerica Financial Advisors
Florida
$3.57M -$1.24M -8,171 -28%