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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1926
Rollins Financial
Georgia
$2.59M +$2.69M +16,362 New
RDFA
1927
Ritter Daniher Financial Advisory
Ohio
$2.59M +$71.6K +436 +3%
Fiera Capital (Canada)
1928
Fiera Capital (Canada)
Quebec, Canada
$2.58M -$706K -4,299 -21%
GA
1929
Greytown Advisors
Florida
$2.57M +$26.1K +159 +1%
Fuller & Thaler Asset Management
1930
Fuller & Thaler Asset Management
California
$2.57M -$394K -2,400 -13%
OCM
1931
Orleans Capital Management
Louisiana
$2.57M +$32.7K +199 +1%
RIA
1932
Realta Investment Advisors
Delaware
$2.57M +$93.8K +571 +4%
GPFA
1933
Game Plan Financial Advisors
Ohio
$2.57M +$82.1K +500 +3%
RWM
1934
RKL Wealth Management
Pennsylvania
$2.56M +$3.12K +19 +0.1%
BLC
1935
Brown, Lisle/Cummings
Rhode Island
$2.55M +$2.65M +16,128 New
ACM
1936
Alta Capital Management
Utah
$2.55M +$142K +866 +6%
CWM
1937
Cornerstone Wealth Management
Missouri
$2.55M +$154K +940 +6%
GKWIM
1938
Gerber Kawasaki Wealth & Investment Management
California
$2.55M +$2.63M +16,017 +16,684%
RFA
1939
Resurgent Financial Advisors
Georgia
$2.55M +$2.65M +16,107 New
CAM
1940
Covenant Asset Management
New Jersey
$2.55M +$20.5K +125 +0.8%
JE
1941
JMAC Enterprises
Pennsylvania
$2.55M +$2.69M +16,377 New
CL
1942
Choreo LLC
Illinois
$2.54M +$378K +2,301 +17%
WA
1943
WBH Advisory
Maryland
$2.54M +$11.3K +69 +0.4%
ZIG
1944
Zullo Investment Group
Pennsylvania
$2.53M +$2.62M +15,965 New
OSIA
1945
O'Shares Investment Advisers
Massachusetts
$2.53M +$190K +1,155 +8%
CBFP
1946
Cedar Brook Financial Partners
Ohio
$2.52M +$21.8K +133 +0.8%
SIM
1947
Sterling Investment Management
Arizona
$2.52M -$27.9K -170 -1%
AIM
1948
Aigen Investment Management
New York
$2.52M +$2.59M +15,772 New
GA
1949
GFS Advisors
Texas
$2.51M +$188K +1,145 +8%
AA
1950
Altman Advisors
Illinois
$2.51M +$1.59M +9,663 +126%