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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1776
Ameliora Wealth Management
Switzerland
$4.39M -$246K -1,258 -5%
SWM
1777
Sugarloaf Wealth Management
Georgia
$4.38M -$1.56K -8 -0%
BO
1778
Bank OZK
Arkansas
$4.38M -$1.56K -8 -0%
MCM
1779
Marathon Capital Management
Maryland
$4.37M +$78.4K +401 +2%
WOC
1780
West Oak Capital
California
$4.37M +$3.52K +18 +0.1%
LCC
1781
Lincoln Capital Corp
Rhode Island
$4.37M -$463K -2,368 -10%
CIP
1782
Convergence Investment Partners
Florida
$4.36M -$385K -1,969 -8%
PRA
1783
Pine Ridge Advisers
New York
$4.35M
Edgewood Management
1784
Edgewood Management
Connecticut
$4.34M
SAM
1785
Smartleaf Asset Management
Massachusetts
$4.33M +$943K +4,823 +28%
SLC
1786
Second Line Capital
Louisiana
$4.33M +$343K +1,752 +9%
RSA
1787
River Street Advisors
Illinois
$4.32M +$531K +2,716 +15%
V
1788
VeraBank
Texas
$4.32M -$28.7K -147 -0.7%
PRWA
1789
Platte River Wealth Advisors
Colorado
$4.31M -$121K -619 -3%
EWM
1790
Evermay Wealth Management
Virginia
$4.29M +$62.6K +320 +2%
SOAMC
1791
Spirit of America Management Corp
New York
$4.29M +$39.1K +200 +1%
SIP
1792
Stoneridge Investment Partners
Pennsylvania
$4.28M +$1.85M +9,479 +81%
GGHC
1793
Gilder Gagnon Howe & Co
New York
$4.27M -$9.58K -49 -0.2%
CAS
1794
Coppell Advisory Solutions
Texas
$4.27M +$4.13M +21,124 New
NW
1795
Naviter Wealth
Arkansas
$4.27M +$12.3K +63 +0.3%
PFA
1796
Pure Financial Advisors
California
$4.27M +$178K +909 +4%
LAM
1797
L2 Asset Management
Massachusetts
$4.27M -$2.3M -11,766 -36%
XSC
1798
X-Square Capital
Puerto Rico
$4.27M -$39.9K -204 -1%
SIG
1799
Sargent Investment Group
Maryland
$4.26M -$412K -2,105 -9%
SLWA
1800
San Luis Wealth Advisors
California
$4.26M +$14.1K +72 +0.3%