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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2076
Ullmann Wealth Partners Group
Florida
$5.2M +$68.6K +221 +1%
QC
2077
Quent Capital
New York
$5.19M +$361K +1,164 +8%
KNW
2078
Kesler Norman & Wride
Utah
$5.19M -$384K -1,236 -7%
RIA
2079
Regal Investment Advisors
Michigan
$5.19M -$439K -1,414 -8%
CBT
2080
Central Bank & Trust
Kentucky
$5.18M -$525K -1,690 -10%
RMP
2081
Richards, Merrill & Peterson
Washington
$5.18M +$29.2K +94 +0.6%
BI
2082
Ballast Inc
Kentucky
$5.18M +$538K +1,731 +12%
QWP
2083
Quotient Wealth Partners
Texas
$5.16M +$238K +766 +5%
CCG
2084
Chatham Capital Group
Georgia
$5.16M -$31.1K -100 -0.6%
FFS
2085
Founders Financial Securities
Maryland
$5.16M +$25.5K +82 +0.5%
LI
2086
Lafayette Investments
Maryland
$5.15M +$26.7K +86 +0.5%
Vanguard National Trust
2087
Vanguard National Trust
Pennsylvania
$5.15M -$73.6K -237 -1%
TWM
2088
Tradition Wealth Management
Minnesota
$5.14M -$369K -1,189 -7%
AFA
2089
Antonelli Financial Advisors
Michigan
$5.13M +$26.4K +85 +0.5%
MHWM
2090
Montz Harcus Wealth Management
Louisiana
$5.13M -$390K -1,256 -7%
IFWM
2091
Institute for Wealth Management
Colorado
$5.13M -$12.7K -41 -0.3%
FNBOH
2092
First National Bank of Hutchinson
Kansas
$5.12M +$685K +2,206 +16%
MPWS
2093
McCarter Private Wealth Services
Massachusetts
$5.12M +$152K +488 +3%
VRM
2094
Vectors Research Management
New York
$5.11M +$220K +709 +5%
TCWM
2095
Total Clarity Wealth Management
Illinois
$5.11M +$1.17M +3,754 +32%
WA
2096
Waddell & Associates
Tennessee
$5.11M +$529K +1,705 +12%
FWA
2097
FSM Wealth Advisors
Ohio
$5.1M +$265K +854 +6%
MWM
2098
Marion Wealth Management
Pennsylvania
$5.09M +$105K +338 +2%
TCPG
2099
Trivant Custom Portfolio Group
California
$5.08M -$10.9K -35 -0.2%
DA
2100
Dillon & Associates
Michigan
$5.08M -$12.4K -40 -0.3%