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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
2051
Kayne Anderson Rudnick Investment Management
California
$952K -$21.8K -222 -2%
HAIM
2052
Hunter Associates Investment Management
Pennsylvania
$946K +$128K +1,300 +15%
TEC
2053
Tiger Eye Capital
Tennessee
$944K
MAWCM
2054
Mine & Arao Wealth Creation & Management
California
$944K +$84.8K +864 +10%
EAM
2055
Evanson Asset Management
California
$944K +$92.5K +942 +11%
AC
2056
Arjuna Capital
North Carolina
$943K -$1.63M -16,641 -63%
RG
2057
Rikoon Group
New Mexico
$943K -$30K -305 -3%
JF
2058
JSF Financial
California
$940K +$56.6K +576 +6%
RPSA
2059
Richard P. Slaughter Associates
Texas
$934K -$64.9K -661 -6%
LWM
2060
Lionsbridge Wealth Management
Florida
$934K +$15.1K +154 +2%
FDS
2061
First Dallas Securities
Texas
$934K +$953K +9,704 New
BCA
2062
Bay Colony Advisors
Massachusetts
$930K -$244K -2,489 -20%
SB
2063
Strategic Blueprint
Georgia
$929K +$130K +1,328 +16%
TCWM
2064
Total Clarity Wealth Management
Illinois
$927K +$22.3K +227 +2%
SFWA
2065
Summit Financial Wealth Advisors
Louisiana
$926K -$308K -3,138 -25%
ACM
2066
Allred Capital Management
Texas
$921K -$207K -2,113 -18%
PC
2067
PhiloSmith Capital
Connecticut
$919K
TIA
2068
Trust Investment Advisors
Indiana
$917K -$5.5K -56 -0.6%
HR
2069
Hardy Reed
Mississippi
$917K +$118K +1,197 +14%
HTHT
2070
Hemenway Trust Hemenway Trust
New Hampshire
$915K -$66.3K -675 -7%
NJBEST
2071
New Jersey Better Educational Savings Trust
New Jersey
$915K
LJHT
2072
Laurie J. Hall Trustee
$915K +$934K +9,507 New
PWMG
2073
Prestige Wealth Management Group
New Jersey
$911K +$41.3K +421 +5%
BHTS
2074
Bar Harbor Trust Services
Maine
$909K -$41.2K -420 -4%
W
2075
Wealthquest
Ohio
$907K