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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HL
1901
HeadInvest LLC
Maine
$5.95M -$291K -978 -5%
BMC
1902
Benin Management Corp
Connecticut
$5.94M +$13.1K +44 +0.2%
CH
1903
Canton Hathaway
Rhode Island
$5.94M
PWCM
1904
Processus Wealth & Capital Management
Tennessee
$5.93M +$36K +121 +0.6%
EWM
1905
Evermay Wealth Management
Virginia
$5.92M -$136K -458 -2%
SMH
1906
Sanders Morris Harris
Texas
$5.91M +$2.27M +7,641 +69%
PSB
1907
Piscataqua Savings Bank
New Hampshire
$5.9M -$107K -359 -2%
BO
1908
Bank OZK
Arkansas
$5.9M -$45.2K -152 -0.8%
MAM
1909
Milestone Asset Management
Pennsylvania
$5.89M +$3.58M +12,023 +180%
SMC
1910
Smith, Moore & Co
Missouri
$5.89M +$149K +501 +3%
WCM
1911
Wisconsin Capital Management
Wisconsin
$5.89M -$59.5K -200 -1%
OWA
1912
Octavia Wealth Advisors
Ohio
$5.88M +$1.09M +3,665 +24%
CA
1913
Continuum Advisory
Idaho
$5.88M +$159K +534 +3%
ACM
1914
Aljian Capital Management
Nevada
$5.87M -$18.4K -62 -0.3%
SDWIA
1915
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M -$56.8K -191 -1%
HW
1916
Hedeker Wealth
Illinois
$5.86M +$66.6K +224 +1%
NPF
1917
Norris Perne & French
Michigan
$5.86M +$2.27M +7,624 +70%
NAG
1918
Northstar Advisory Group
New Jersey
$5.85M +$251K +845 +5%
CCM
1919
Consolidated Capital Management
California
$5.84M -$943K -3,172 -15%
LCM
1920
Leisure Capital Management
California
$5.83M -$22.9K -77 -0.4%
VFA
1921
Voya Financial Advisors
Connecticut
$5.82M -$34.8K -117 -0.6%
DA
1922
Doliver Advisors
Texas
$5.82M -$225K -757 -4%
FBC
1923
Fairfield, Bush & Co
Connecticut
$5.81M -$265K -891 -5%
MTIC
1924
Missouri Trust & Investment Company
Missouri
$5.8M +$19.3K +65 +0.4%
JJBC
1925
James J. Burns & Company
New York
$5.8M +$1.29M +4,345 +31%