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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
1851
Matrix Private Capital Group
New York
$1.22M -$8.38K -69 -0.5%
NCM
1852
Northside Capital Management
Oregon
$1.22M +$134K +1,102 +9%
AIL
1853
AGF Investments LLC
Ontario, Canada
$1.2M -$446K -3,671 -22%
OPS
1854
Orion Portfolio Solutions
Nebraska
$1.2M -$632K -5,206 -28%
OWP
1855
Obermeyer Wealth Partners
Colorado
$1.18M -$59.3K -488 -4%
VHAM
1856
Van Hulzen Asset Management
California
$1.18M +$41.2K +339 +3%
EWA
1857
Exencial Wealth Advisors
Oklahoma
$1.18M -$607 -5 -0%
WA
1858
Wealth Alliance
New York
$1.17M -$294K -2,420 -16%
CIM
1859
Chapman Investment Management
California
$1.17M +$746K +6,140 +89%
BCFS
1860
Butensky & Cohen Financial Security
Florida
$1.17M +$1.39M +11,460 +736%
HAC
1861
Harbor Advisory Corp
New Hampshire
$1.17M +$137K +1,125 +9%
EIM
1862
Essex Investment Management
Massachusetts
$1.17M -$9.89M -81,417 -86%
SCG
1863
Sonata Capital Group
Washington
$1.16M -$54.7K -450 -3%
B
1864
Brightworth
Georgia
$1.16M +$59.8K +492 +4%
SFSG
1865
Stearns Financial Services Group
North Carolina
$1.16M +$107K +882 +7%
NSAM
1866
North Star Asset Management
Wisconsin
$1.16M -$81.5K -671 -5%
WIP
1867
Wellesley Investment Partners
Massachusetts
$1.16M -$165K -1,357 -10%
VSWA
1868
Vontobel Swiss Wealth Advisors
Switzerland
$1.16M -$172K -1,417 -10%
SCA
1869
Sage Capital Advisors
South Dakota
$1.15M -$3.14M -25,880 -67%
GIM
1870
Greylin Investment Management
Virginia
$1.15M +$525K +4,320 +51%
Jacobs Levy Equity Management
1871
Jacobs Levy Equity Management
New Jersey
$1.15M -$874K -7,197 -36%
AWM
1872
Aprio Wealth Management
Georgia
$1.15M +$72.9K +600 +5%
WCM
1873
Windsor Capital Management
Arizona
$1.15M +$18.8K +155 +1%
SWM
1874
Sculati Wealth Management
Michigan
$1.15M +$15.9K +131 +1%
RCA
1875
Ranch Capital Advisors
Florida
$1.15M -$18.3K -151 -1%