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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2076
MN Wealth Advisors
Kansas
$3.92M +$3.67M +14,395 +900%
EFSCE
2077
Enterprise Financial Services Corp (EFSC)
Missouri
$3.92M -$41.6K -163 -1%
KF
2078
Krilogy Financial
Missouri
$3.92M +$284K +1,113 +7%
JWM
2079
JPL Wealth Management
Colorado
$3.92M -$185K -727 -4%
DA
2080
Dillon & Associates
Michigan
$3.92M -$147K -575 -3%
ZBNA
2081
Zions Bancorporation, National Association
Utah
$3.91M +$4.06M +15,942 New
MWP
2082
Meriwether Wealth & Planning
Louisiana
$3.91M +$140K +548 +4%
IFWM
2083
Institute for Wealth Management
Colorado
$3.9M -$15.3K -60 -0.4%
KA
2084
KLCM Advisors
Wisconsin
$3.88M +$309K +1,211 +8%
WC
2085
Weil Company
California
$3.88M -$357K -1,401 -8%
JWM
2086
Jessup Wealth Management
Ohio
$3.88M +$3.79M +14,866 +1,555%
DFA
2087
Delta Financial Advisors
Louisiana
$3.88M +$63.2K +248 +2%
VRM
2088
Vectors Research Management
New York
$3.88M +$289K +1,133 +8%
NI
2089
Natural Investments
California
$3.87M +$7.9K +31 +0.2%
NAS
2090
NWF Advisory Services
California
$3.85M -$341K -1,339 -8%
CIAS
2091
CFS Investment Advisory Services
New Jersey
$3.85M -$32.1K -126 -0.8%
CUAMC
2092
China Universal Asset Management Company
China
$3.84M +$398K +1,561 +11%
SC
2093
Sawyer & Company
Massachusetts
$3.83M -$371K -1,455 -9%
BFO
2094
Biltmore Family Office
North Carolina
$3.81M +$395K +1,550 +11%
CPWA
2095
Cerro Pacific Wealth Advisors
California
$3.81M +$34.9K +137 +0.9%
TTIC
2096
Tower Trust & Investment Company
Iowa
$3.81M +$3.97M +15,569 New
CAIM
2097
Catherine Avery Investment Management
Florida
$3.81M +$240K +941 +6%
HFP
2098
Holistic Financial Partners
Indiana
$3.81M -$14.3K -56 -0.4%
WCM
2099
Weaver Capital Management
Georgia
$3.8M +$221K +867 +6%
AIA
2100
Affinity Investment Advisors
California
$3.8M -$705K -2,765 -15%