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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1901
Zhang Financial
Michigan
$4.77M +$1.8M +7,067 +57%
PFA
1902
Pure Financial Advisors
California
$4.76M -$62.7K -246 -1%
BO
1903
Bank OZK
Arkansas
$4.76M -$107K -419 -2%
FFS
1904
Fischer Financial Services
Pennsylvania
$4.75M +$45.1K +177 +0.9%
KA
1905
Klingman & Associates
New York
$4.75M +$318K +1,248 +7%
HCM
1906
Huber Capital Management
California
$4.74M
FAIM
1907
Financial Advocates Investment Management
Washington
$4.73M -$277K -1,088 -5%
SWA
1908
Sax Wealth Advisors
New Jersey
$4.73M +$777K +3,046 +19%
SW
1909
StrongBox Wealth
Missouri
$4.73M -$328K -1,288 -6%
HIC
1910
Harvey Investment Company
Kentucky
$4.73M
SPC
1911
Spirepoint Private Client
Florida
$4.73M -$33.9K -133 -0.7%
TWP
1912
Tyche Wealth Partners
Texas
$4.72M -$117K -459 -2%
PSB
1913
Piscataqua Savings Bank
New Hampshire
$4.72M +$156K +611 +3%
RDFA
1914
Ritter Daniher Financial Advisory
Ohio
$4.71M -$25.2K -99 -0.5%
CAM
1915
Chesapeake Asset Management
New York
$4.71M +$217K +852 +5%
WPC
1916
White Pine Capital
Minnesota
$4.71M +$70.1K +275 +1%
RMAM
1917
Raab & Moskowitz Asset Management
New Jersey
$4.7M -$58.4K -229 -1%
FIC
1918
FCG Investment Company
Tennessee
$4.7M -$21.2K -83 -0.4%
GIM
1919
Gold Investment Management
Alberta, Canada
$4.69M +$61.7K +242 +1%
SWM
1920
Segment Wealth Management
Texas
$4.69M +$912K +3,576 +23%
BHB
1921
Bank Hapoalim BM
Israel
$4.69M -$195K -763 -4%
SWM
1922
Sculati Wealth Management
Michigan
$4.68M -$74.2K -291 -2%
TP
1923
Tranquility Partners
Tennessee
$4.68M +$68.6K +269 +1%
NF
1924
Nvest Financial
New Hampshire
$4.68M
ACM
1925
Aljian Capital Management
Nevada
$4.67M -$6.37K -25 -0.1%