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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2201
Vigilare Wealth Management
Arizona
$1.47M +$360K +2,299 +34%
OIM
2202
Orca Investment Management
Oregon
$1.47M -$138K -883 -9%
CVM
2203
Cheviot Value Management
California
$1.47M -$1.57K -10 -0.1%
HFAS
2204
Hummer Financial Advisory Services
Illinois
$1.47M – – –
TF
2205
TLWM Financial
Texas
$1.47M +$71.5K +456 +5%
HBT
2206
Heartland Bank & Trust
Illinois
$1.46M -$573K -3,654 -29%
RHP
2207
Royal Harbor Partners
Texas
$1.46M -$353K -2,254 -20%
PA
2208
PSI Advisors
Florida
$1.45M +$205K +1,307 +17%
CA
2209
CapWealth Advisors
Tennessee
$1.45M -$225K -1,437 -14%
ACM
2210
Ayrshire Capital Management
Connecticut
$1.44M +$8.31K +53 +0.6%
RP
2211
Rowlandmiller & Partners
Georgia
$1.44M -$743K -4,738 -24%
DAM
2212
Derbend Asset Management
Georgia
$1.44M -$91.1K -581 -6%
CCB
2213
Cutter & Co Brokerage
Missouri
$1.43M +$104K +661 +8%
WA
2214
Waddell & Associates
Tennessee
$1.43M +$152K +972 +13%
CCM
2215
Community Capital Management
Florida
$1.42M -$392K -2,500 -22%
CI
2216
CAZ Investments
Texas
$1.42M – – –
CG
2217
Clarus Group
Texas
$1.42M +$157 +1 +0%
PWM
2218
Prentice Wealth Management
New York
$1.42M +$12.2K +78 +0.9%
SM
2219
Salzhauer Michael
$1.42M – – –
COCM
2220
Charter Oak Capital Management
New Hampshire
$1.42M +$36.2K +231 +3%
TCMP
2221
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.41M +$194K +1,240 +17%
DWM
2222
Defined Wealth Management
Oregon
$1.41M +$7.37K +47 +0.6%
OBGC
2223
O'Brien Greene & Co
Pennsylvania
$1.39M – – –
KI
2224
Kapitalo Investimentos
Brazil
$1.39M +$1.33M +8,500 New
SHWM
2225
Silicon Hills Wealth Management
Texas
$1.39M +$10.8K +69 +0.8%