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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BB
2201
Burford Brothers
Texas
$2.56M +$4.89K +25 +0.2%
PWM
2202
Purus Wealth Management
California
$2.55M +$404K +2,067 +20%
BTWM
2203
Baker Tilly Wealth Management
Wisconsin
$2.55M -$1.16M -5,915 -32%
LCM
2204
LVM Capital Management
Michigan
$2.54M -$104K -533 -4%
PBK
2205
Peoples Bank (Kansas)
Kansas
$2.54M -$26.4K -135 -1%
EBWM
2206
Eagle Bluffs Wealth Management
Missouri
$2.53M +$8.99K +46 +0.4%
1IA
2207
1620 Investment Advisors
Massachusetts
$2.53M +$391 +2 +0%
CW
2208
Channel Wealth
California
$2.52M -$1.1M -5,614 -31%
WDL
2209
Well Done LLC
Michigan
$2.52M -$121K -618 -5%
MHIC
2210
Marble Harbor Investment Counsel
Massachusetts
$2.52M
FRA
2211
Front Row Advisors
California
$2.52M +$41.4K +212 +2%
WCM
2212
Winthrop Capital Management
Indiana
$2.52M -$122K -625 -5%
PH
2213
Pinnacle Holdings
Oklahoma
$2.51M -$21.9K -112 -0.9%
EB
2214
Exchange Bank
California
$2.51M -$25.4K -130 -1%
CA
2215
Cornerstone Advisory
Maryland
$2.51M -$200K -1,022 -8%
ILI
2216
Invesco LLC (Illinois)
Illinois
$2.5M -$53.4K -273 -2%
SSA
2217
South Street Advisors
New York
$2.49M +$2.93K +15 +0.1%
CAM
2218
Cozad Asset Management
Illinois
$2.49M +$591K +3,022 +33%
PWC
2219
PYA Waltman Capital
Tennessee
$2.48M +$201K +1,028 +9%
IWS
2220
Insight Wealth Strategies
California
$2.48M +$40.3K +206 +2%
Aristotle Capital Management
2221
Aristotle Capital Management
California
$2.47M
AWA
2222
Amplius Wealth Advisors
Pennsylvania
$2.46M -$440K -2,250 -16%
AA
2223
Aire Advisors
California
$2.46M +$352K +1,800 +17%
TWM
2224
Tradition Wealth Management
Minnesota
$2.46M +$146K +746 +7%
OCPWS
2225
One Charles Private Wealth Services
Massachusetts
$2.45M +$16.2K +83 +0.7%