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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2126
Lionsbridge Wealth Management
Florida
$1.56M +$34K +236 +2%
NHC
2127
Nicholas Hoffman & Company
Georgia
$1.56M -$53.7K -373 -4%
CA
2128
CapWealth Advisors
Tennessee
$1.55M -$9.95M -69,155 -87%
PPG
2129
Peak Planning Group
Colorado
$1.55M +$181K +1,260 +14%
I
2130
INVST
Indiana
$1.55M +$136K +948 +10%
OIM
2131
Oder Investment Management
California
$1.55M -$450K -3,131 -24%
FFC
2132
First Financial Corp
Indiana
$1.54M -$124K -860 -8%
NEWAS
2133
N.E.W. Advisory Services
Wisconsin
$1.54M +$103K +713 +8%
EWM
2134
Elmwood Wealth Management
California
$1.53M +$1.45M +10,060 New
MFW
2135
Meristem Family Wealth
Minnesota
$1.53M +$1.01K +7 +0.1%
TA
2136
Townsend & Associates
Colorado
$1.52M +$1.44M +10,019 New
HP
2137
Holowesko Partners
Bahamas
$1.52M -$575K -4,000 -29%
MWM
2138
Modera Wealth Management
New Jersey
$1.52M -$16K -111 -1%
TCM
2139
Towercrest Capital Management
Pennsylvania
$1.51M -$372K -2,589 -21%
C
2140
Certuity
Florida
$1.51M +$133K +925 +10%
Kayne Anderson Rudnick Investment Management
2141
Kayne Anderson Rudnick Investment Management
California
$1.5M +$27K +188 +2%
OAM
2142
Optimal Asset Management
California
$1.5M -$446K -3,100 -24%
HWMA
2143
Heritage Wealth Management (Arizona)
Arizona
$1.5M +$1.42M +9,865 New
CP
2144
Covenant Partners
Tennessee
$1.5M +$1.42M +9,837 New
MAWCM
2145
Mine & Arao Wealth Creation & Management
California
$1.49M -$4.75K -33 -0.3%
FPGK
2146
Financial Partners Group (Kansas)
Kansas
$1.49M +$51.8K +360 +4%
FBT
2147
First Bank & Trust
South Dakota
$1.49M -$20.6K -143 -1%
BAM
2148
Burgundy Asset Management
Ontario, Canada
$1.49M -$1.4M -9,761 -50%
TAIM
2149
TD Ameritrade Investment Management
Nebraska
$1.49M
IIM
2150
InTrack Investment Management
Vermont
$1.48M -$5.61K -39 -0.4%