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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AO
1851
Advisor OS
Illinois
$5.87M +$12K +47 +0.2%
WC
1852
Waterloo Capital
Texas
$5.86M +$583K +2,284 +13%
TAP
1853
Tounjian Advisory Partners
Florida
$5.85M -$112K -440 -2%
AIM
1854
Acropolis Investment Management
Missouri
$5.84M +$12.2K +48 +0.2%
CVA
1855
Central Valley Advisors
California
$5.84M -$86.8K -340 -2%
SW
1856
StrongBox Wealth
Missouri
$5.83M +$214K +840 +4%
AA
1857
ALPS Advisors
Colorado
$5.82M -$156K -612 -3%
SLT
1858
St Louis Trust
Missouri
$5.81M
GFG
1859
Goldstone Financial Group
Illinois
$5.81M +$188K +735 +4%
RFA
1860
Resurgent Financial Advisors
Georgia
$5.8M +$126K +493 +3%
LOIM
1861
Liberty One Investment Management
Illinois
$5.8M -$637K -2,496 -11%
PB
1862
Pinnacle Bancorp
Nebraska
$5.8M -$72K -282 -1%
NIP
1863
Nicholas Investment Partners
California
$5.79M
SI
1864
Shaker Investments
Ohio
$5.78M +$1.59M +6,236 +46%
DC
1865
DeDora Capital
California
$5.75M -$123K -481 -2%
HL
1866
HeadInvest LLC
Maine
$5.75M -$1.5M -5,893 -23%
AWE
1867
Avidian Wealth Enterprises
Texas
$5.75M -$37.5K -147 -0.7%
Edgewood Management
1868
Edgewood Management
Connecticut
$5.73M -$35.7K -140 -0.7%
WOC
1869
West Oak Capital
California
$5.73M -$7.66K -30 -0.2%
JGCM
1870
Joseph Group Capital Management
Ohio
$5.72M -$419K -1,642 -8%
WA
1871
Wasatch Advisors
Utah
$5.71M
PFMOSF
1872
Philadelphia Financial Management of San Francisco
California
$5.7M +$5.02M +19,672 New
LJAC
1873
L.J. Altfest & Co
New York
$5.7M -$34.7K -136 -0.7%
Financial Engines Advisors
1874
Financial Engines Advisors
California
$5.69M +$800K +3,133 +19%
MA
1875
MONECO Advisors
Connecticut
$5.68M +$434K +1,701 +10%