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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2051
Blodgett Wealth Advisors
California
$1.87M -$9.38K -74 -0.5%
PWS
2052
Peterson Wealth Services
Utah
$1.87M -$3.25M -25,637 -65%
LA
2053
Lindenwold Advisors
Pennsylvania
$1.86M -$4.31K -34 -0.2%
IWS
2054
Insight Wealth Strategies
California
$1.85M +$183K +1,442 +12%
PMA
2055
Prudent Man Advisors
Illinois
$1.85M +$227K +1,794 +15%
AO
2056
Advisor OS
Illinois
$1.85M +$729K +5,752 +71%
DFA
2057
Delta Financial Advisors
Louisiana
$1.85M +$80K +631 +5%
TLCM
2058
Twin Lakes Capital Management
California
$1.85M +$9K +71 +0.5%
Aristotle Capital Management
2059
Aristotle Capital Management
California
$1.85M +$104K +820 +6%
BFA
2060
Benedict Financial Advisors
Georgia
$1.84M -$45.4K -358 -3%
FWM
2061
Finer Wealth Management
Massachusetts
$1.84M +$272K +2,146 +19%
NCM
2062
Neumann Capital Management
California
$1.84M -$25.3K -200 -1%
AI
2063
Accredited Investors
Minnesota
$1.83M -$2.03K -16 -0.1%
NF
2064
Nvest Financial
New Hampshire
$1.83M +$78.6K +620 +5%
LC
2065
LCNB Corp
Ohio
$1.83M -$95.2K -751 -5%
TFP
2066
Tilia Fiduciary Partners
North Carolina
$1.81M +$42.4K +335 +3%
6F
2067
626 Financial
Michigan
$1.81M -$37.4K -295 -2%
SFG
2068
Steward Financial Group
Texas
$1.81M +$9.88K +78 +0.6%
RA
2069
Rockingstone Advisors
Massachusetts
$1.81M +$1.71M +13,479 New
OIM
2070
Oder Investment Management
California
$1.81M -$47.4K -374 -3%
IIL
2071
Insight Inv LLC
California
$1.81M +$15K +118 +0.9%
AFS
2072
Aft Forsyth & Sober
Florida
$1.8M
TWI
2073
Thomas White International
Illinois
$1.8M
EG
2074
Ellerson Group
Maryland
$1.8M +$1.7M +13,443 New
CIC
2075
Chilton Investment Company
Connecticut
$1.8M -$38K -300 -2%