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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1801
GYL Financial Synergies
Connecticut
$2.8M +$3.14K +20 +0.1%
JIP
1802
JBJ Investment Partners
South Carolina
$2.77M -$298K -1,899 -10%
MWA
1803
Moser Wealth Advisors
Washington
$2.77M +$27.5K +175 +1%
EHWM
1804
Eads & Heald Wealth Management
Georgia
$2.77M -$49K -312 -2%
FPIS
1805
Financial Planning & Information Services
Wisconsin
$2.75M -$17.4K -111 -0.6%
AFA
1806
AllGen Financial Advisors
Florida
$2.75M -$6.61M -42,089 -70%
SCM
1807
Spreng Capital Management
Ohio
$2.75M +$60.9K +388 +2%
Edgewood Management
1808
Edgewood Management
Connecticut
$2.75M -$23.6K -150 -0.8%
IAS
1809
Investment Advisory Services
Texas
$2.74M +$2.77M +17,638 New
LTI
1810
Laffer Tengler Investments
Tennessee
$2.73M -$532K -3,389 -16%
RMAM
1811
Raab & Moskowitz Asset Management
New Jersey
$2.73M +$37.4K +238 +1%
NCM
1812
Next Capital Management
New York
$2.71M -$609K -3,879 -18%
FANJ
1813
Financial Architects (New Jersey)
New Jersey
$2.71M +$252K +1,604 +10%
EL
1814
EMFO LLC
Florida
$2.71M +$2.74M +17,420 New
DA
1815
Doliver Advisors
Texas
$2.71M +$775K +4,936 +40%
RA
1816
Rational Advisors
New York
$2.7M +$70.2K +447 +3%
LSAG
1817
Lake Street Advisors Group
New Hampshire
$2.7M -$9.89K -63 -0.4%
MCG
1818
MACRO Consulting Group
New Jersey
$2.69M -$287K -1,827 -10%
AP
1819
Americana Partners
Texas
$2.69M -$3.77K -24 -0.1%
SB
1820
Strategic Blueprint
Georgia
$2.69M +$269K +1,710 +11%
ATWA
1821
Arbor Trust Wealth Advisors
Michigan
$2.68M +$38.5K +245 +1%
FMB
1822
Field & Main Bank
Kentucky
$2.68M +$41.5K +264 +2%
TCM
1823
Tandem Capital Management
New Jersey
$2.68M -$1.57K -10 -0.1%
RCIM
1824
Red Cedar Investment Management
Michigan
$2.68M
NL
1825
NVWM LLC
Pennsylvania
$2.67M +$82K +522 +3%