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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
2101
McCarter Private Wealth Services
Massachusetts
$5.12M +$152K +488 +3%
VRM
2102
Vectors Research Management
New York
$5.11M +$220K +709 +5%
TCWM
2103
Total Clarity Wealth Management
Illinois
$5.11M +$1.17M +3,754 +32%
WA
2104
Waddell & Associates
Tennessee
$5.11M +$529K +1,705 +12%
FWA
2105
FSM Wealth Advisors
Ohio
$5.1M +$265K +854 +6%
MWM
2106
Marion Wealth Management
Pennsylvania
$5.09M +$105K +338 +2%
TCPG
2107
Trivant Custom Portfolio Group
California
$5.08M -$10.9K -35 -0.2%
DA
2108
Dillon & Associates
Michigan
$5.08M -$12.4K -40 -0.3%
4WM
2109
44 Wealth Management
Oregon
$5.08M -$307K -987 -6%
FUBT
2110
First United Bank & Trust
Maryland
$5.08M -$68.6K -221 -1%
CWM
2111
Centric Wealth Management
Illinois
$5.08M – – –
KA
2112
KLCM Advisors
Wisconsin
$5.08M +$3.1K +10 +0.1%
SI
2113
Saxon Interests
Texas
$5.07M -$88.5K -285 -2%
G
2114
GenTrust
Florida
$5.07M +$656K +2,113 +16%
IWA
2115
Invera Wealth Advisors
Oregon
$5.06M -$155K -499 -3%
CWIG
2116
Chung Wu Investment Group
Texas
$5.05M – – –
EARNEST Partners
2117
EARNEST Partners
Georgia
$5.05M -$93.8K -302 -2%
CBT
2118
Crews Bank & Trust
Florida
$5.05M -$77.9K -251 -2%
OF
2119
Outfitter Financial
Maine
$5.05M -$32.6K -105 -0.7%
AIC
2120
Archer Investment Corporation
Indiana
$5.04M +$119K +383 +3%
RP
2121
Raelipskie Partnership
Ontario, Canada
$5.03M +$36K +116 +0.8%
TCM
2122
Triumph Capital Management
Colorado
$5.02M -$477K -1,537 -9%
BCM
2123
Buckhead Capital Management
Georgia
$5.02M +$28.6K +92 +0.6%
FFO
2124
Fiduciary Family Office
Florida
$5.01M +$210K +675 +5%
CWA
2125
Canvas Wealth Advisors
Kansas
$5.01M +$250K +806 +6%