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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2226
BigSur Wealth Management
Florida
$1.66M
TCB
2227
Texas Capital Bancshares
Texas
$1.66M
WAG
2228
Winthrop Advisory Group
Massachusetts
$1.65M +$33K +201 +2%
BI
2229
Ballast Inc
Kentucky
$1.65M +$16.4K +100 +1%
PG
2230
Prostatis Group
Maryland
$1.65M +$1.49M +9,092 +686%
EWM
2231
Elmwood Wealth Management
California
$1.65M +$1.71M +10,400 New
AC
2232
Avestar Capital
New York
$1.65M +$3.45K +21 +0.2%
Eagle Capital Management (New York)
2233
Eagle Capital Management (New York)
New York
$1.64M
KJWM
2234
Kiley Juergens Wealth Management
Washington
$1.64M +$1.71M +10,383 New
TA
2235
Townsend & Associates
Colorado
$1.64M +$26.4K +161 +2%
VWM
2236
Venturi Wealth Management
Texas
$1.63M -$158K -961 -9%
OIM
2237
Oder Investment Management
California
$1.63M +$56.5K +344 +3%
NEWAS
2238
N.E.W. Advisory Services
Wisconsin
$1.63M +$1.15K +7 +0.1%
MMC
2239
Mizuho Markets Cayman
Cayman Islands
$1.63M +$1.69M +10,307 New
OBWG
2240
Onyx Bridge Wealth Group
New York
$1.63M +$87.5K +533 +6%
Kayne Anderson Rudnick Investment Management
2241
Kayne Anderson Rudnick Investment Management
California
$1.63M +$23K +140 +1%
CPA
2242
Clear Perspective Advisors
Illinois
$1.62M -$21.7K -132 -1%
TCWM
2243
Total Clarity Wealth Management
Illinois
$1.62M +$10.5K +64 +0.6%
BDWCC
2244
B&D White Capital Company
Texas
$1.62M +$145K +883 +9%
BWM
2245
BerganKDV Wealth Management
Minnesota
$1.62M +$160K +977 +11%
CC
2246
Commons Capital
Massachusetts
$1.62M +$1.68M +10,257 New
Loomis, Sayles & Company
2247
Loomis, Sayles & Company
Massachusetts
$1.62M -$279K -1,696 -14%
EBWM
2248
Eagle Bluffs Wealth Management
Missouri
$1.61M +$1.67M +10,186 New
LIM
2249
Longfellow Investment Management
Massachusetts
$1.6M +$50.6K +308 +3%
MIAS
2250
Mason Investment Advisory Services
Virginia
$1.6M -$392K -2,385 -19%