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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
STA
1926
Summit Trail Advisors
New York
$2.39M +$158K +1,006 +7%
HC
1927
Hendley & Co
Ohio
$2.38M -$4.87M -31,044 -68%
DI
1928
DFPG Investments
Utah
$2.37M -$24.8K -158 -1%
GI
1929
GS Investments
Minnesota
$2.35M +$2.04K +13 +0.1%
AFS
1930
Access Financial Services
Minnesota
$2.35M +$238K +1,518 +12%
PFM
1931
Phillips Financial Management
Indiana
$2.35M +$1.73K +11 +0.1%
MWM
1932
Midwest Wealth Management
Indiana
$2.35M +$97K +619 +5%
CCP
1933
Cassia Capital Partners
North Carolina
$2.35M +$2.02M +12,886 +889%
PBO
1934
Peoples Bank (Ohio)
Ohio
$2.35M -$30.3K -193 -1%
MWM
1935
Mattern Wealth Management
Kansas
$2.34M -$43.3K -276 -2%
WPC
1936
White Pine Capital
Minnesota
$2.33M -$21.9K -140 -1%
MCM
1937
MKP Capital Management
New York
$2.33M -$5.44M -34,676 -71%
DI
1938
DAGCO Inc
Ohio
$2.32M +$51.1K +326 +2%
MSFS
1939
Main Street Financial Solutions
Pennsylvania
$2.32M +$346K +2,210 +19%
SW
1940
StrongBox Wealth
Missouri
$2.31M +$125K +796 +6%
WWM
1941
Wolff Wiese Magana
California
$2.31M -$11.9K -76 -0.5%
HCCM
1942
Hudson Canyon Capital Management
New York
$2.31M -$81.2K -518 -4%
MCCP
1943
Mission Creek Capital Partners
California
$2.31M +$46.6K +297 +2%
LC
1944
LCNB Corp
Ohio
$2.31M +$99.6K +635 +5%
WWM
1945
Windsor Wealth Management
Indiana
$2.31M +$59.6K +380 +3%
HFG
1946
Heron Financial Group
New York
$2.31M -$39.4K -251 -2%
CA
1947
Corrado Advisors
New Jersey
$2.3M +$23.4K +149 +1%
FP
1948
Fiduciary Planning
Florida
$2.3M +$576K +3,672 +35%
AFS
1949
Axiom Financial Strategies
Indiana
$2.29M -$48.4K -309 -2%
OL
1950
Optas LLC
Texas
$2.28M +$10.5K +67 +0.5%