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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CL
2101
Choreo LLC
Illinois
$1.35M -$394K -3,528 -25%
NHC
2102
Nicholas Hoffman & Company
Georgia
$1.35M +$39.7K +355 +3%
CCG
2103
Cloverfields Capital Group
Minnesota
$1.34M +$1.18M +10,583 New
BB
2104
Bell Bank
North Dakota
$1.34M -$61K -546 -5%
VHAM
2105
Van Hulzen Asset Management
California
$1.33M -$771K -6,902 -40%
WCM
2106
WealthBridge Capital Management
Ohio
$1.33M +$9.28K +83 +0.8%
AF
2107
Allworth Financial
California
$1.32M +$30.2K +270 +3%
AIP
2108
Ahrens Investment Partners
Louisiana
$1.32M +$22.2K +199 +2%
APC
2109
Aristotle Pacific Capital
California
$1.32M +$1.16M +10,387 New
RHAM
2110
Round Hill Asset Management
California
$1.31M -$5.48K -49 -0.5%
PCM
2111
Prelude Capital Management
New York
$1.31M -$1.4M -12,503 -55%
ACM
2112
Allred Capital Management
Texas
$1.31M +$79.2K +709 +7%
JFA
2113
JNBA Financial Advisors
Minnesota
$1.3M -$483K -4,317 -30%
KP
2114
Keel Point
Alabama
$1.29M +$179K +1,605 +19%
UCI
2115
Uncommon Cents Investing
Wisconsin
$1.29M +$371K +3,320 +49%
VIM
2116
Vista Investment Management
Pennsylvania
$1.28M -$92.7K -829 -8%
MWM
2117
Modera Wealth Management
New Jersey
$1.28M +$285K +2,550 +34%
SFG
2118
Summit Financial Group
West Virginia
$1.28M -$5.59K -50 -0.5%
HAIM
2119
Hunter Associates Investment Management
Pennsylvania
$1.28M +$28.3K +253 +3%
PMFA
2120
Plante Moran Financial Advisors
Michigan
$1.28M +$16.1K +144 +1%
KIC
2121
Kensington Investment Counsel
California
$1.28M +$1.12M +10,044 New
FPGK
2122
Financial Partners Group (Kansas)
Kansas
$1.27M -$137K -1,229 -12%
CPA
2123
Clear Perspective Advisors
Illinois
$1.27M -$48.4K -433 -4%
PWAP
2124
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.27M +$204K +1,821 +22%
MFW
2125
Meristem Family Wealth
Minnesota
$1.27M -$51.9K -464 -4%