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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
2126
Carl P. Sherr & Co
Massachusetts
$2.88M +$632 +3 +0%
FFO
2127
Fiduciary Family Office
Florida
$2.88M -$54.6K -259 -2%
ARA
2128
Alexander Randolph Advisory
Virginia
$2.87M -$923K -4,383 -24%
BCM
2129
Birmingham Capital Management
Alabama
$2.87M -$31.6K -150 -1%
LWA
2130
Lantern Wealth Advisors
New York
$2.86M +$12K +57 +0.4%
NAMP
2131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.86M -$1.47M -6,976 -34%
DTC
2132
Davidson Trust Company
Washington
$2.86M +$564K +2,680 +25%
SHFP
2133
Second Half Financial Partners
Florida
$2.86M -$1.4M -6,634 -33%
WAAG
2134
Wealth Alliance Advisory Group
Kansas
$2.85M +$21.1K +100 +0.7%
AT
2135
Arlington Trust
Alabama
$2.85M +$16.9K +80 +0.6%
ACM
2136
Allred Capital Management
Texas
$2.85M -$19.8K -94 -0.7%
CHJWM
2137
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.84M +$843 +4 +0%
SWA
2138
Sax Wealth Advisors
New Jersey
$2.84M +$499K +2,369 +21%
TAM
2139
Titleist Asset Management
Texas
$2.84M -$37.3K -177 -1%
SAI
2140
Savvy Advisors Inc
New York
$2.84M +$572K +2,717 +25%
TFA
2141
Trinity Financial Advisors
Ohio
$2.83M +$183K +869 +5%
CCG
2142
Catalina Capital Group
California
$2.83M +$353K +1,677 +14%
BFA
2143
Brendel Financial Advisors
New Hampshire
$2.82M -$11.6K -55 -0.4%
SIM
2144
Sentry Investment Management
Wisconsin
$2.82M -$148K -702 -5%
BWM
2145
BlackDiamond Wealth Management
New York
$2.81M +$54.1K +257 +2%
AFS
2146
Aft Forsyth & Sober
Florida
$2.8M +$42.1K +200 +2%
Balyasny Asset Management
2147
Balyasny Asset Management
Illinois
$2.8M -$18.7M -88,722 -87%
IIL
2148
Insight Inv LLC
California
$2.79M -$165K -785 -6%
CIM
2149
CIM Investment Management
Pennsylvania
$2.78M -$57.9K -275 -2%
LWMM
2150
Legacy Wealth Management (Mississippi)
Mississippi
$2.78M +$105K +500 +4%