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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1851
Klingman & Associates
New York
$2.53M +$128K +888 +6%
BCM
1852
Birmingham Capital Management
Alabama
$2.52M -$26.6K -185 -1%
OWP
1853
Obermeyer Wealth Partners
Colorado
$2.52M +$835K +5,805 +54%
ZB
1854
Zions Bancorporation
Utah
$2.52M -$396K -2,755 -14%
AWM
1855
Aberdeen Wealth Management
Illinois
$2.51M -$39.1K -272 -2%
S
1856
Seeyond
France
$2.51M +$52.8K +367 +2%
CIC
1857
Chilton Investment Company
Connecticut
$2.5M -$185K -1,287 -7%
WA
1858
Wealth Alliance
New York
$2.5M -$330K -2,296 -12%
MPCG
1859
Matrix Private Capital Group
New York
$2.5M +$4.46K +31 +0.2%
SIA
1860
Soltis Investment Advisors
Utah
$2.5M +$178K +1,236 +8%
FWP
1861
Falcon Wealth Planning
California
$2.5M +$11.2K +78 +0.5%
SS
1862
Simplicity Solutions
Minnesota
$2.49M -$12.8M -88,853 -84%
WCM
1863
Weik Capital Management
Pennsylvania
$2.48M -$7.19K -50 -0.3%
FCCM
1864
First City Capital Management
Georgia
$2.47M -$77.4K -538 -3%
Holocene Advisors
1865
Holocene Advisors
New York
$2.47M -$41M -284,698 -95%
SCM
1866
Seascape Capital Management
New Hampshire
$2.47M -$164K -1,143 -7%
LM
1867
Lincluden Management
Ontario, Canada
$2.46M -$116K -805 -5%
DTC
1868
Davidson Trust Company
Washington
$2.45M -$12.5K -87 -0.5%
HCM
1869
Hodges Capital Management
Texas
$2.45M -$217K -1,509 -9%
SCA
1870
Strategic Capital Advisers
Colorado
$2.44M -$153K -1,066 -6%
BEC
1871
Blue Edge Capital
Virginia
$2.44M +$2.01K +14 +0.1%
KWA
1872
KCS Wealth Advisory
California
$2.44M +$150K +1,042 +7%
CA
1873
Cornerstone Advisory
Maryland
$2.44M -$93.1K -647 -4%
MIM
1874
Moseley Investment Management
Florida
$2.44M +$16.1K +112 +0.7%
STC
1875
Sarah T. Connolly
$2.43M -$172K -1,197 -7%