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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2101
Costello Asset Management
Pennsylvania
$1.71M +$923K +6,250 +100%
TFP
2102
Tilia Fiduciary Partners
North Carolina
$1.7M +$96.5K +654 +6%
WCM
2103
Windsor Capital Management
Arizona
$1.69M +$25.2K +171 +1%
SWM
2104
Selective Wealth Management
Virginia
$1.69M -$365K -2,472 -17%
CRCM
2105
Crystal Rock Capital Management
Illinois
$1.69M – – –
BWP
2106
BSW Wealth Partners
Colorado
$1.69M +$65.1K +441 +4%
CCG
2107
Chatham Capital Group
Georgia
$1.69M – – –
Focus Partners Advisor Solutions
2108
Focus Partners Advisor Solutions
Missouri
$1.69M +$209K +1,417 +13%
KA
2109
KLCM Advisors
Wisconsin
$1.69M -$64.9K -440 -3%
KLWA
2110
Kelly Lawrence W & Associates
California
$1.69M -$29.5K -200 -2%
CBT
2111
CoreFirst Bank & Trust
Kansas
$1.69M +$66.9K +453 +4%
PIA
2112
Perennial Investment Advisors
California
$1.68M -$3.1K -21 -0.2%
PMFA
2113
Plante Moran Financial Advisors
Michigan
$1.68M -$90.8K -615 -5%
CWP
2114
Concord Wealth Partners
Virginia
$1.67M +$115K +776 +7%
Nicholas Hoffman & Company
2115
Nicholas Hoffman & Company
Georgia
$1.67M -$49K -332 -3%
MAWCM
2116
Mine & Arao Wealth Creation & Management
California
$1.67M +$84.4K +572 +5%
SW
2117
Solidarity Wealth
Utah
$1.67M +$1.88M +12,751 New
SPWM
2118
Schrum Private Wealth Management
Florida
$1.67M -$5.46K -37 -0.3%
GSWM
2119
Golden State Wealth Management
California
$1.67M -$496K -3,357 -22%
PFM
2120
Patton Fund Management
Texas
$1.67M +$4.58K +31 +0.3%
AWM
2121
Accurate Wealth Management
Florida
$1.66M +$920K +6,233 +104%
HT
2122
HAP Trading
New York
$1.66M +$1.8M +12,207 New
KMWM
2123
Keudell/Morrison Wealth Management
Oregon
$1.66M +$89K +603 +5%
JWA
2124
JFS Wealth Advisors
Pennsylvania
$1.66M +$210K +1,426 +13%
Fuller & Thaler Asset Management
2125
Fuller & Thaler Asset Management
California
$1.66M -$605K -4,100 -25%