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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2176
Paces Ferry Wealth Advisors
Georgia
$1.29M +$21.3K +172 +2%
LMKC
2177
L.M. Kohn & Company
Ohio
$1.29M +$21.8K +176 +2%
TCWM
2178
Total Clarity Wealth Management
Illinois
$1.29M +$50.4K +407 +4%
FPCP
2179
Fort Point Capital Partners
California
$1.28M -$20.1K -162 -1%
BCM
2180
Brooktree Capital Management
Michigan
$1.28M – – –
MA
2181
MBA Advisors
Pennsylvania
$1.27M -$248 -2 -0%
GA
2182
GraniteShares Advisors
New York
$1.27M +$1.4M +11,275 New
PCM
2183
Prelude Capital Management
New York
$1.27M -$28.1K -227 -2%
CPSC
2184
Carl P. Sherr & Co
Massachusetts
$1.26M +$45.1K +364 +3%
S
2185
Surevest
California
$1.26M -$389K -3,138 -22%
LC
2186
Lavaca Capital
Texas
$1.25M -$59.7K -482 -4%
SG
2187
Stonnington Group
California
$1.25M -$171K -1,384 -11%
CAM
2188
Cacti Asset Management
Georgia
$1.25M – – –
Kayne Anderson Rudnick Investment Management
2189
Kayne Anderson Rudnick Investment Management
California
$1.25M – – –
MA
2190
MJP Associates
Connecticut
$1.25M +$70.1K +566 +5%
AIA
2191
Alera Investment Advisors
Illinois
$1.25M -$56.9K -459 -4%
OCM
2192
Orion Capital Management
California
$1.25M +$43.4K +350 +3%
WA
2193
Wealth Architects
California
$1.25M +$16.5K +133 +1%
OMIC
2194
Old Mission Investment Co
Michigan
$1.25M -$385K -3,108 -22%
NW
2195
Naviter Wealth
Arkansas
$1.25M +$1.37M +11,066 New
SCG
2196
Sonata Capital Group
Washington
$1.24M -$74.3K -600 -5%
FMP
2197
Financial Management Professionals
Texas
$1.24M +$172K +1,392 +14%
PIMG
2198
Patriot Investment Management Group
Tennessee
$1.24M -$22.8K -184 -2%
FWM
2199
Finer Wealth Management
Massachusetts
$1.24M +$176K +1,420 +15%
GA
2200
GoalVest Advisory
New York
$1.24M -$57.7K -466 -4%