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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1826
Gerber Kawasaki Wealth & Investment Management
California
$6.48M +$811K +2,727 +15%
MCM
1827
Maltese Capital Management
New York
$6.47M -$3.57M -12,000 -37%
AO
1828
Advisor OS
Illinois
$6.47M +$72.9K +245 +1%
CFP
1829
Catalyst Financial Partners
Massachusetts
$6.45M -$21.7K -73 -0.4%
AI
1830
Accredited Investors
Minnesota
$6.43M -$91K -306 -1%
MWM
1831
Massachusetts Wealth Management
Massachusetts
$6.43M
FBT
1832
First Bankers Trust
Kentucky
$6.43M -$46.1K -155 -0.8%
DMKJ
1833
David M. Knott Jr
$6.43M -$182K -611 -3%
WOC
1834
West Oak Capital
California
$6.42M +$178K +600 +3%
AHIA
1835
Andrew Hill Investment Advisors
Florida
$6.42M -$123K -413 -2%
WC
1836
Waterloo Capital
Texas
$6.41M +$32.7K +110 +0.5%
BFA
1837
Beaumont Financial Advisors
Massachusetts
$6.4M -$69.9K -235 -1%
VanEck Associates
1838
VanEck Associates
New York
$6.39M -$95.2K -320 -2%
PWA
1839
Providence Wealth Advisors
Illinois
$6.38M -$6.54K -22 -0.1%
WAM
1840
Wakefield Asset Management
Colorado
$6.37M -$269K -905 -4%
FCM
1841
Fire Capital Management
California
$6.36M -$235K -789 -4%
TNA
1842
True North Advisors
Texas
$6.36M +$671K +2,255 +13%
EWM
1843
EPG Wealth Management
Georgia
$6.34M -$253K -849 -4%
BB
1844
Bell Bank
North Dakota
$6.33M -$209K -703 -3%
ICP
1845
Impact Capital Partners
Colorado
$6.33M +$177K +595 +3%
MA
1846
MONECO Advisors
Connecticut
$6.31M +$122K +409 +2%
TWP
1847
Tyche Wealth Partners
Texas
$6.31M +$156K +524 +3%
HDA
1848
Harold Davidson & Associates
California
$6.31M +$1.67M +5,629 +39%
ZF
1849
Zhang Financial
Michigan
$6.3M +$156K +526 +3%
NIP
1850
Nicholas Investment Partners
California
$6.3M