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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1926
Sycomore Asset Management
France
$6.12M – – –
NPF
1927
Norris Perne & French
Michigan
$6.12M +$127K +410 +2%
WIC
1928
Wilkins Investment Counsel
Massachusetts
$6.1M -$111K -360 -2%
HIC
1929
Harvey Investment Company
Kentucky
$6.09M -$34.1K -110 -0.6%
FTEA
1930
Forty-three Eighteen Advisors
Arkansas
$6.08M +$5.85M +18,884 New
PWCM
1931
Processus Wealth & Capital Management
Tennessee
$6.08M +$23.8K +77 +0.4%
Krilogy Financial
1932
Krilogy Financial
Missouri
$6.07M +$253K +816 +4%
CH
1933
Canton Hathaway
Rhode Island
$6.07M – – –
WMA
1934
West Michigan Advisors
Michigan
$6.07M -$136K -438 -2%
DC
1935
DeDora Capital
California
$6.07M -$269K -869 -4%
AGC
1936
ARP Global Capital
$6.07M +$5.83M +18,831 New
SIA
1937
Strategic Investment Advisors
Michigan
$6.06M -$81.4K -263 -1%
WC
1938
Waterloo Capital
Texas
$6.06M -$473K -1,529 -8%
LC
1939
Legacy CG
Texas
$6.04M -$746K -2,408 -11%
FAL
1940
Focused Alpha LLC
Colorado
$6.03M +$5.8M +18,722 New
WCM
1941
Wisconsin Capital Management
Wisconsin
$6.02M +$11.1K +36 +0.2%
C
1942
Certuity
Florida
$6.02M +$206K +665 +4%
CWS
1943
Cypress Wealth Services
California
$6.02M +$2.34M +7,571 +68%
CLA (CliftonLarsonAllen) Wealth Advisors
1944
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.02M +$776K +2,507 +16%
FFS
1945
Fischer Financial Services
Pennsylvania
$6M -$117K -378 -2%
PSB
1946
Piscataqua Savings Bank
New Hampshire
$5.99M -$36.2K -117 -0.6%
SDWIA
1947
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.99M – – –
NAS
1948
NWF Advisory Services
California
$5.97M +$373K +1,206 +7%
BIP
1949
Blueprint Investment Partners
North Carolina
$5.96M +$49.5K +160 +0.9%
FAP
1950
Financial Advisory Partners
Florida
$5.96M -$172K -556 -3%