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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TNAM
1801
Terra Nova Asset Management
New York
$2.27M +$2M +17,896 New
BCM
1802
Bluefin Capital Management
New York
$2.27M +$2M +17,897 New
MYIA
1803
Mount Yale Investment Advisors
Colorado
$2.27M -$281K -2,517 -12%
Edgewood Management
1804
Edgewood Management
Connecticut
$2.26M
FCCM
1805
First City Capital Management
Georgia
$2.26M -$1.38M -12,335 -43%
CIC
1806
Chilton Investment Company
Connecticut
$2.25M -$229K -2,053 -10%
SAM
1807
Secure Asset Management
Michigan
$2.25M +$662K +5,920 +50%
HIC
1808
Holderness Investments Company
North Carolina
$2.25M +$11K +98 +0.6%
PRC
1809
Pearl River Capital
Michigan
$2.25M +$1.98M +17,691 New
FPIS
1810
Financial Planning & Information Services
Wisconsin
$2.25M
MWA
1811
Moser Wealth Advisors
Washington
$2.24M
NW
1812
NewEdge Wealth
Pennsylvania
$2.24M +$1.97M +17,634 New
SMC
1813
Smith, Moore & Co
Missouri
$2.24M +$14.9K +133 +0.8%
AWA
1814
Arkadios Wealth Advisors
Georgia
$2.24M +$757K +6,774 +63%
HCM
1815
Hodges Capital Management
Texas
$2.23M -$318K -2,844 -14%
APWM
1816
Atlas Private Wealth Management
New York
$2.23M -$4.25K -38 -0.2%
4WM
1817
44 Wealth Management
Oregon
$2.23M +$1.96M +17,556 New
AP
1818
Americana Partners
Texas
$2.23M +$68.4K +612 +4%
FMW
1819
Farr Miller & Washington
District of Columbia
$2.22M -$26.2K -234 -1%
WPA
1820
West Paces Advisors
Georgia
$2.22M -$179K -1,605 -8%
LIM
1821
Longfellow Investment Management
Massachusetts
$2.22M +$1.95M +17,460 New
CA
1822
Calton & Associates
Florida
$2.22M -$769K -6,883 -28%
CFFP
1823
Center for Financial Planning
Michigan
$2.21M +$41.4K +370 +2%
LCAM
1824
London & Capital Asset Management
United Kingdom
$2.21M +$360K +3,225 +23%
SIG
1825
Sargent Investment Group
Maryland
$2.21M +$14.2K +127 +0.7%