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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2151
Regal Investment Advisors
Michigan
$4.17M +$293K +1,149 +9%
HDA
2152
Harold Davidson & Associates
California
$4.16M -$990K -3,880 -21%
MPWS
2153
McCarter Private Wealth Services
Massachusetts
$4.16M +$58.4K +229 +2%
PWMG
2154
Prestige Wealth Management Group
New Jersey
$4.15M -$103K -404 -3%
QPWM
2155
Quadrant Private Wealth Management
Pennsylvania
$4.15M +$204K +800 +6%
BFIC
2156
Bedell Frazier Investment Counselling
California
$4.15M +$158K +620 +5%
ICP
2157
Interchange Capital Partners
Pennsylvania
$4.15M +$89.3K +350 +3%
PF
2158
Prosperitas Financial
California
$4.14M +$212K +830 +6%
SEP
2159
Southland Equity Partners
Missouri
$4.14M -$33.9K -133 -0.9%
UPS
2160
UHLMANN PRICE SECURITIES
Illinois
$4.13M +$3.64M +14,252 New
MLA
2161
MB, Levis & Associates
Pennsylvania
$4.13M -$42.1K -165 -1%
FFO
2162
Fiduciary Family Office
Florida
$4.13M -$20.4K -80 -0.6%
Quotient Wealth Partners
2163
Quotient Wealth Partners
Texas
$4.12M +$437K +1,711 +14%
GWM
2164
GSB Wealth Management
Connecticut
$4.11M +$5.36K +21 +0.1%
SN
2165
Sittner & Nelson
Oregon
$4.11M +$70.2K +275 +2%
PWA
2166
Phoenix Wealth Advisors
North Carolina
$4.11M -$249K -974 -6%
OWM
2167
Orca Wealth Management
Florida
$4.1M -$61.2K -240 -2%
AW
2168
Apricus Wealth
South Carolina
$4.09M -$140K -550 -4%
FDS
2169
First Dallas Securities
Texas
$4.08M -$81.7K -320 -2%
RWP
2170
Revolve Wealth Partners
New Jersey
$4.07M +$37K +145 +1%
WAM
2171
Weatherly Asset Management
California
$4.07M -$30.1K -118 -0.8%
JJBC
2172
James J. Burns & Company
New York
$4.07M +$15.6K +61 +0.4%
GI
2173
GS Investments
Minnesota
$4.07M -$42.4K -166 -1%
TAM
2174
Titleist Asset Management
Texas
$4.07M -$766 -3 -0%
EAM
2175
Empirical Asset Management
Massachusetts
$4.06M +$13.3K +52 +0.4%