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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2176
Paces Ferry Wealth Advisors
Georgia
$1.54M +$22.6K +153 +1%
VWM
2177
Venturi Wealth Management
Texas
$1.54M +$144K +974 +9%
MA
2178
MBA Advisors
Pennsylvania
$1.54M +$590 +4 +0%
TA
2179
Townsend & Associates
Colorado
$1.54M +$164K +1,111 +11%
LMKC
2180
L.M. Kohn & Company
Ohio
$1.54M +$1.66M +11,270 New
CAM
2181
Cacti Asset Management
Georgia
$1.53M
HPWM
2182
Highland Private Wealth Management
Washington
$1.53M -$112K -760 -6%
NEWAS
2183
N.E.W. Advisory Services
Wisconsin
$1.53M -$39.1K -265 -3%
WMA
2184
West Michigan Advisors
Michigan
$1.53M +$204K +1,383 +14%
BHBT
2185
Burke & Herbert Bank & Trust
Virginia
$1.52M -$154K -1,045 -9%
PIMG
2186
Patriot Investment Management Group
Tennessee
$1.52M +$826K +5,595 +100%
WA
2187
Waverly Advisors
Alabama
$1.52M -$52.8K -358 -3%
PWMG
2188
Prestige Wealth Management Group
New Jersey
$1.52M +$38.2K +259 +2%
FAM
2189
Formidable Asset Management
Ohio
$1.52M +$121K +821 +8%
HI
2190
HBK Investments
Texas
$1.52M +$1.65M +11,152 New
Kayne Anderson Rudnick Investment Management
2191
Kayne Anderson Rudnick Investment Management
California
$1.51M +$122K +829 +8%
EFG
2192
Everhart Financial Group
Ohio
$1.51M -$36K -244 -2%
ACM
2193
Allred Capital Management
Texas
$1.51M +$37.8K +256 +2%
JFA
2194
JNBA Financial Advisors
Minnesota
$1.51M -$28.3K -192 -2%
GHAM
2195
Gilman Hill Asset Management
Connecticut
$1.51M +$145K +984 +10%
EBWM
2196
Eagle Bluffs Wealth Management
Missouri
$1.5M +$126K +851 +8%
TCWM
2197
Total Clarity Wealth Management
Illinois
$1.5M +$113K +767 +7%
AC
2198
Avestar Capital
New York
$1.5M +$92.4K +626 +6%
PG
2199
Prostatis Group
Maryland
$1.5M +$88.1K +597 +6%
HBW
2200
Hazlett, Burt & Watson
West Virginia
$1.5M +$1.62M +10,991 New