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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
2176
Onyx Bridge Wealth Group
New York
$1.54M +$386K +2,616 +26%
PFWA
2177
Paces Ferry Wealth Advisors
Georgia
$1.54M +$22.6K +153 +1%
VWM
2178
Venturi Wealth Management
Texas
$1.54M +$144K +974 +9%
MA
2179
MBA Advisors
Pennsylvania
$1.54M +$590 +4 +0%
TA
2180
Townsend & Associates
Colorado
$1.54M +$164K +1,111 +11%
LMKC
2181
L.M. Kohn & Company
Ohio
$1.54M +$1.66M +11,270 New
CAM
2182
Cacti Asset Management
Georgia
$1.53M – – –
HPWM
2183
Highland Private Wealth Management
Washington
$1.53M -$112K -760 -6%
NEWAS
2184
N.E.W. Advisory Services
Wisconsin
$1.53M -$39.1K -265 -3%
WMA
2185
West Michigan Advisors
Michigan
$1.53M +$204K +1,383 +14%
BHBT
2186
Burke & Herbert Bank & Trust
Virginia
$1.52M -$154K -1,045 -9%
PIMG
2187
Patriot Investment Management Group
Tennessee
$1.52M +$826K +5,595 +100%
Waverly Advisors
2188
Waverly Advisors
Alabama
$1.52M -$52.8K -358 -3%
PWMG
2189
Prestige Wealth Management Group
New Jersey
$1.52M +$38.2K +259 +2%
FAM
2190
Formidable Asset Management
Ohio
$1.52M +$121K +821 +8%
HBK Investments
2191
HBK Investments
Texas
$1.52M +$1.65M +11,152 New
Kayne Anderson Rudnick Investment Management
2192
Kayne Anderson Rudnick Investment Management
California
$1.51M +$122K +829 +8%
EFG
2193
Everhart Financial Group
Ohio
$1.51M -$36K -244 -2%
ACM
2194
Allred Capital Management
Texas
$1.51M +$37.8K +256 +2%
JFA
2195
JNBA Financial Advisors
Minnesota
$1.51M -$28.3K -192 -2%
GHAM
2196
Gilman Hill Asset Management
Connecticut
$1.51M +$145K +984 +10%
EBWM
2197
Eagle Bluffs Wealth Management
Missouri
$1.5M +$126K +851 +8%
TCWM
2198
Total Clarity Wealth Management
Illinois
$1.5M +$113K +767 +7%
AC
2199
Avestar Capital
New York
$1.5M +$92.4K +626 +6%
PG
2200
Prostatis Group
Maryland
$1.5M +$88.1K +597 +6%