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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
2176
Loudon Investment Management
New Hampshire
$4.34M -$23.2K -78 -0.6%
PMA
2177
Prudent Man Advisors
Illinois
$4.32M -$1.58M -5,314 -28%
FWP
2178
Falcon Wealth Planning
California
$4.32M +$97.8K +329 +2%
FFA
2179
Florida Financial Advisors
Florida
$4.32M +$767K +2,579 +23%
OMC
2180
Overbrook Management Corp
New York
$4.3M -$5.12M -17,220 -56%
LCG
2181
Lynx Capital Group
Ohio
$4.3M -$84.5K -284 -2%
AFS
2182
Aft Forsyth & Sober
Florida
$4.29M
SIC
2183
Sterling Investment Counsel
New York
$4.28M +$1.78M +6,001 +79%
WAAG
2184
Wealth Alliance Advisory Group
Kansas
$4.28M +$66.9K +225 +2%
SWMP
2185
Signature Wealth Management Partners
New Jersey
$4.27M +$38.7K +130 +1%
CA
2186
Cornerstone Advisory
Maryland
$4.26M +$63.9K +215 +2%
AM
2187
Account Management
Massachusetts
$4.26M
IIL
2188
Insight Inv LLC
California
$4.26M +$27.7K +93 +0.7%
RWS
2189
Resolute Wealth Strategies
Mississippi
$4.26M +$69.9K +235 +2%
OCPWS
2190
One Charles Private Wealth Services
Massachusetts
$4.25M -$69.6K -234 -2%
TCPW
2191
Twin City Private Wealth
North Carolina
$4.24M +$315K +1,059 +9%
SIA
2192
Schear Investment Advisers
Ohio
$4.24M +$18.7K +63 +0.5%
AIC
2193
Argus Investors Counsel
New York
$4.24M -$566K -1,903 -12%
JSAM
2194
J. Safra Asset Management
New York
$4.23M +$251K +844 +7%
HCM
2195
Highview Capital Management
Illinois
$4.22M -$62.8K -211 -2%
AT
2196
Arlington Trust
Alabama
$4.22M +$24.4K +82 +0.6%
RHP
2197
Royal Harbor Partners
Texas
$4.22M -$2.38K -8 -0.1%
WA
2198
Wealth Architects
California
$4.21M -$40.7K -137 -1%
WA
2199
Waddell & Associates
Tennessee
$4.2M +$686K +2,305 +21%
AWA
2200
Alta Wealth Advisors
Massachusetts
$4.2M -$88K -296 -2%