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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2051
SFMG Wealth Advisors
Texas
$3.15M -$189K -967 -6%
DAM
2052
Delta Asset Management
Tennessee
$3.15M -$41.1K -210 -1%
AGWCA
2053
Annis Gardner Whiting Capital Advisors
Florida
$3.14M +$1.85M +9,452 +155%
KNW
2054
Kesler Norman & Wride
Utah
$3.14M +$654K +3,346 +28%
KP
2055
Keel Point
Alabama
$3.14M +$971K +4,969 +49%
MSFS
2056
Main Street Financial Solutions
Pennsylvania
$3.13M +$11.5K +59 +0.4%
CIC
2057
Chilton Investment Company
Connecticut
$3.13M -$17.6K -90 -0.6%
CAS
2058
CTC Alternative Strategies
Illinois
$3.13M +$3.03M +15,490 New
EL
2059
EMFO LLC
Florida
$3.13M +$73.3K +375 +2%
DFA
2060
Delta Financial Advisors
Louisiana
$3.13M +$37.5K +192 +1%
CIA
2061
Cohen Investment Advisors
New Hampshire
$3.13M -$63.5K -325 -1%
ALAM
2062
Asahi Life Asset Management
Japan
$3.12M -$372K -1,903 -11%
LA
2063
LM Advisors
California
$3.12M -$119K -609 -4%
SWM
2064
Segment Wealth Management
Texas
$3.11M -$19K -97 -0.6%
ATFA
2065
All Terrain Financial Advisors
Minnesota
$3.11M +$14.9K +76 +0.5%
JWM
2066
Jessup Wealth Management
Ohio
$3.1M +$12.7K +65 +0.4%
HFP
2067
Holistic Financial Partners
Indiana
$3.1M -$69.2K -354 -2%
WCM
2068
Weaver Capital Management
Georgia
$3.09M +$454K +2,320 +18%
KF
2069
KKM Financial
Illinois
$3.08M +$21.9K +112 +0.7%
TSS
2070
Two Sigma Securities
New York
$3.08M +$2.61M +13,339 +715%
PMFA
2071
Plante Moran Financial Advisors
Michigan
$3.08M +$92.9K +475 +3%
AW
2072
Alaethes Wealth
Nevada
$3.07M -$15.1K -77 -0.5%
AWM
2073
Aberdeen Wealth Management
Illinois
$3.07M -$56.9K -291 -2%
SIC
2074
Sterling Investment Counsel
New York
$3.07M +$69.2K +354 +2%
CA
2075
Continental Advisors
Utah
$3.06M