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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1851
Beaumont Financial Advisors
Massachusetts
$5.11M -$14K -55 -0.3%
GGHC
1852
Gilder Gagnon Howe & Co
New York
$5.1M -$28.3K -111 -0.5%
AHIA
1853
Andrew Hill Investment Advisors
Florida
$5.1M -$971K -3,810 -15%
FWM
1854
Finer Wealth Management
Massachusetts
$5.1M +$88.5K +347 +2%
OWA
1855
Octavia Wealth Advisors
Ohio
$5.1M -$645K -2,530 -11%
QI
1856
QV Investors
Alberta, Canada
$5.08M -$1.29M -5,070 -20%
ALPS Advisors
1857
ALPS Advisors
Colorado
$5.07M -$234K -917 -4%
TNA
1858
True North Advisors
Texas
$5.07M -$598K -2,344 -10%
ZIG
1859
Zullo Investment Group
Pennsylvania
$5.07M +$35.2K +138 +0.7%
DA
1860
Doliver Advisors
Texas
$5.06M -$70.4K -276 -1%
Accredited Investors
1861
Accredited Investors
Minnesota
$5.05M -$99.7K -391 -2%
PWA
1862
Providence Wealth Advisors
Illinois
$5.04M -$9.69K -38 -0.2%
CVA
1863
Central Valley Advisors
California
$5.02M -$684K -2,683 -12%
V
1864
VeraBank
Texas
$5.01M -$161K -631 -3%
Itau Unibanco Holding S.A.
1865
Itau Unibanco Holding S.A.
Brazil
$5M +$5.2M +20,394 New
FAP
1866
Financial Advisory Partners
Florida
$5M -$90.5K -355 -2%
DC
1867
DeDora Capital
California
$4.99M -$70.6K -277 -1%
PB
1868
Pinnacle Bancorp
Nebraska
$4.98M -$55.1K -216 -1%
VCM
1869
Violich Capital Management
California
$4.97M +$34.4K +135 +0.7%
MGWM
1870
Marks Group Wealth Management
Minnesota
$4.97M -$20.1K -79 -0.4%
AO
1871
Advisor OS
Illinois
$4.96M +$244K +956 +5%
AWA
1872
Aaron Wealth Advisors
Illinois
$4.95M +$311K +1,218 +6%
PP
1873
Pacifica Partners
Canada
$4.94M -$149K -585 -3%
AIM
1874
Acropolis Investment Management
Missouri
$4.93M -$25.5K -100 -0.5%
CFP
1875
Catalyst Financial Partners
Massachusetts
$4.92M +$204K +799 +4%