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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PPG
2176
Peak Planning Group
Colorado
$1.8M +$84.6K +515 +5%
FNBOSM
2177
First National Bank of South Miami
Florida
$1.8M +$132K +803 +8%
AA
2178
Auxano Advisors
Washington
$1.8M +$36.8K +224 +2%
EFG
2179
Everhart Financial Group
Ohio
$1.79M +$7.23K +44 +0.4%
MA
2180
MBA Advisors
Pennsylvania
$1.78M +$630K +3,839 +52%
CFD
2181
Creative Financial Designs
Indiana
$1.78M +$201K +1,225 +12%
Maven Securities
2182
Maven Securities
Jersey
$1.78M +$783K +4,770 +73%
JFA
2183
JNBA Financial Advisors
Minnesota
$1.78M +$48.8K +297 +3%
SJIM
2184
St. Johns Investment Management
Florida
$1.78M -$30.4K -185 -2%
Waverly Advisors
2185
Waverly Advisors
Alabama
$1.78M +$34.5K +210 +2%
TGAM
2186
TBH Global Asset Management
Tennessee
$1.77M +$29.2K +178 +2%
GF
2187
Gries Financial
Ohio
$1.77M -$1.37M -8,336 -43%
LM
2188
Lincluden Management
Ontario, Canada
$1.77M -$65.7K -400 -3%
LWA
2189
Lineweaver Wealth Advisors
Ohio
$1.77M +$51.4K +313 +3%
PFWA
2190
Paces Ferry Wealth Advisors
Georgia
$1.76M -$20.5K -125 -1%
EWS
2191
Evergreen Wealth Solutions
Pennsylvania
$1.76M +$1.83M +11,140 New
CAM
2192
Cacti Asset Management
Georgia
$1.76M – – –
CPSC
2193
Carl P. Sherr & Co
Massachusetts
$1.76M +$1.02M +6,240 +128%
CG
2194
CFO4Life Group
Texas
$1.76M +$202K +1,227 +12%
Klingman & Associates
2195
Klingman & Associates
New York
$1.75M +$54K +329 +3%
BWM
2196
BlackDiamond Wealth Management
New York
$1.74M +$1.81M +11,007 New
ATFA
2197
All Terrain Financial Advisors
Minnesota
$1.74M -$37K -225 -2%
NCM
2198
Next Capital Management
New York
$1.74M -$1.06M -6,470 -37%
Focus Partners Advisor Solutions
2199
Focus Partners Advisor Solutions
Missouri
$1.74M +$1.8M +10,968 New
ALPS Advisors
2200
ALPS Advisors
Colorado
$1.73M -$168M -1,022,895 -99%