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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1901
Magnolia Capital Advisors
Mississippi
$2.32M -$81.2K -641 -4%
NB
1902
Nicolet Bankshares
Wisconsin
$2.32M -$99.7K -787 -3%
EIM
1903
Essex Investment Management
Massachusetts
$2.32M -$80.2K -633 -4%
AWA
1904
Amplius Wealth Advisors
Pennsylvania
$2.31M +$126K +997 +6%
SDWIA
1905
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.31M +$34.7K +274 +2%
PFBT
1906
Parkside Financial Bank & Trust
Missouri
$2.31M +$74.8K +590 +4%
CFFP
1907
Center for Financial Planning
Michigan
$2.31M +$21.2K +167 +1%
TP
1908
Tranquility Partners
Tennessee
$2.31M -$1.77K -14 -0.1%
RMAM
1909
Raab & Moskowitz Asset Management
New Jersey
$2.3M -$7.1K -56 -0.3%
ATWA
1910
Arbor Trust Wealth Advisors
Michigan
$2.29M +$39.3K +310 +2%
BSA
1911
Bull Street Advisors
Georgia
$2.29M +$147K +1,158 +7%
MPPLM
1912
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.28M +$96.2K +759 +5%
SCM
1913
Spreng Capital Management
Ohio
$2.27M -$127K -1,000 -6%
RSA
1914
River Street Advisors
Illinois
$2.27M +$2.14M +16,912 New
GIM
1915
Guild Investment Management
California
$2.26M -$79.8K -630 -4%
FFS
1916
Founders Financial Securities
Maryland
$2.26M +$1.1M +8,646 +105%
HCM
1917
Hollencrest Capital Management
California
$2.26M +$101K +796 +5%
MIM
1918
Moseley Investment Management
Florida
$2.25M +$23.1K +182 +1%
WEG
1919
World Equity Group
Illinois
$2.25M +$56.4K +445 +3%
FWM
1920
Forza Wealth Management
Florida
$2.25M +$2.13M +16,798 New
CP
1921
CenterBook Partners
Connecticut
$2.25M +$1.04M +8,211 +96%
CL
1922
Choreo LLC
Illinois
$2.24M +$62.2K +491 +3%
MJB
1923
Mark J. Bradley
$2.24M +$2.11M +16,692 New
MCI
1924
MRP Capital Investments
Georgia
$2.23M +$2.11M +16,662 New
BMC
1925
Benin Management Corp
Connecticut
$2.23M +$165K +1,300 +8%