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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
1826
United Advisor Group
Ohio
$6.82M +$79.9K +258 +1%
HWM
1827
Hohimer Wealth Management
Washington
$6.81M +$32.8K +106 +0.5%
PP
1828
Pacifica Partners
Canada
$6.8M -$121K -391 -2%
SWM
1829
Shrier Wealth Management
California
$6.8M +$6.53M +21,107 New
APG
1830
Abacus Planning Group
South Carolina
$6.8M -$76.2K -246 -1%
BCFS
1831
Butensky & Cohen Financial Security
Florida
$6.8M -$44.3K -143 -0.7%
SSWM
1832
Sheets Smith Wealth Management
North Carolina
$6.79M -$284K -916 -4%
VWM
1833
Valley Wealth Managers
New Jersey
$6.78M -$198K -639 -3%
FCM
1834
Fire Capital Management
California
$6.78M +$271K +874 +4%
SIAG
1835
Signet Investment Advisory Group
Rhode Island
$6.78M -$490K -1,584 -7%
DFA
1836
Delta Financial Advisors
Louisiana
$6.77M +$549K +1,774 +9%
Accredited Investors
1837
Accredited Investors
Minnesota
$6.77M +$185K +599 +3%
MCM
1838
Monarch Capital Management
Indiana
$6.75M -$52K -168 -0.8%
SCM
1839
Seascape Capital Management
New Hampshire
$6.74M -$268K -866 -4%
TCP
1840
TMB Capital Partners
Arkansas
$6.74M +$6.47M +20,913 New
SFA
1841
Souders Financial Advisors
Ohio
$6.71M +$1.55K +5 +0%
I
1842
InvesTrust
Oklahoma
$6.7M -$267K -863 -4%
NG
1843
Novem Group
New York
$6.7M -$590K -1,906 -8%
PCM
1844
Princeton Capital Management
New Jersey
$6.69M +$38.7K +125 +0.6%
SIA
1845
SGL Investment Advisors
Montana
$6.69M -$210K -678 -3%
PIWA
1846
Prevail Innovative Wealth Advisors
Kansas
$6.69M +$478K +1,543 +8%
M1FG
1847
Mach-1 Financial Group
Arkansas
$6.67M +$6.03M +19,472 +1,568%
William Blair Investment Management
1848
William Blair Investment Management
Illinois
$6.67M -$2.91M -9,394 -31%
Avidian Wealth Enterprises
1849
Avidian Wealth Enterprises
Texas
$6.67M -$78.6K -254 -1%
NL
1850
NWAM LLC
Washington
$6.66M -$872K -2,815 -11%