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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2226
Orion Capital Management
California
$1.66M +$184K +1,120 +12%
BWM
2227
BigSur Wealth Management
Florida
$1.66M – – –
TCB
2228
Texas Capital Bancshares
Texas
$1.66M – – –
WAG
2229
Winthrop Advisory Group
Massachusetts
$1.65M +$33K +201 +2%
BI
2230
Ballast Inc
Kentucky
$1.65M +$16.4K +100 +1%
PG
2231
Prostatis Group
Maryland
$1.65M +$1.49M +9,092 +686%
EWM
2232
Elmwood Wealth Management
California
$1.65M +$1.71M +10,400 New
AC
2233
Avestar Capital
New York
$1.65M +$3.45K +21 +0.2%
Eagle Capital Management (New York)
2234
Eagle Capital Management (New York)
New York
$1.64M – – –
KJWM
2235
Kiley Juergens Wealth Management
Washington
$1.64M +$1.71M +10,383 New
TA
2236
Townsend & Associates
Colorado
$1.64M +$26.4K +161 +2%
VWM
2237
Venturi Wealth Management
Texas
$1.63M -$158K -961 -9%
OIM
2238
Oder Investment Management
California
$1.63M +$56.5K +344 +3%
NEWAS
2239
N.E.W. Advisory Services
Wisconsin
$1.63M +$1.15K +7 +0.1%
MMC
2240
Mizuho Markets Cayman
Cayman Islands
$1.63M +$1.69M +10,307 New
OBWG
2241
Onyx Bridge Wealth Group
New York
$1.63M +$87.5K +533 +6%
Kayne Anderson Rudnick Investment Management
2242
Kayne Anderson Rudnick Investment Management
California
$1.63M +$23K +140 +1%
CPA
2243
Clear Perspective Advisors
Illinois
$1.62M -$21.7K -132 -1%
TCWM
2244
Total Clarity Wealth Management
Illinois
$1.62M +$10.5K +64 +0.6%
BDWCC
2245
B&D White Capital Company
Texas
$1.62M +$145K +883 +9%
BWM
2246
BerganKDV Wealth Management
Minnesota
$1.62M +$160K +977 +11%
CC
2247
Commons Capital
Massachusetts
$1.62M +$1.68M +10,257 New
Loomis, Sayles & Company
2248
Loomis, Sayles & Company
Massachusetts
$1.62M -$279K -1,696 -14%
EBWM
2249
Eagle Bluffs Wealth Management
Missouri
$1.61M +$1.67M +10,186 New
LIM
2250
Longfellow Investment Management
Massachusetts
$1.6M +$50.6K +308 +3%