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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
2301
One Charles Private Wealth Services
Massachusetts
$4.11M +$10.2K +33 +0.3%
MWP
2302
Meriwether Wealth & Planning
Louisiana
$4.1M +$31.4K +101 +0.8%
FAL
2303
Focused Alpha LLC
Colorado
$4.1M -$861K -2,771 -18%
JWM
2304
Jeppson Wealth Management
California
$4.1M -$9.32K -30 -0.2%
BFA
2305
Brendel Financial Advisors
New Hampshire
$4.09M -$93.2K -300 -2%
WCM
2306
Winthrop Capital Management
Indiana
$4.07M -$311 -1 -0%
RHP
2307
Royal Harbor Partners
Texas
$4.06M +$19.9K +64 +0.5%
CAM
2308
Clark Asset Management
New Hampshire
$4.06M +$321K +1,035 +9%
WMP
2309
Wealth Management Partners
Arizona
$4.06M +$187K +602 +5%
FH
2310
FWG Holdings
Florida
$4.05M +$23.9K +77 +0.7%
AFP
2311
Alpha Financial Partners
Kentucky
$4.05M +$4.04K +13 +0.1%
AF
2312
Aldebaran Financial
$4.04M +$114K +367 +3%
CPSC
2313
Carl P. Sherr & Co
Massachusetts
$4.04M -$9.63K -31 -0.3%
Edgewood Management
2314
Edgewood Management
Connecticut
$4.03M -$2.13M -6,860 -36%
EG
2315
Ellerson Group
Maryland
$4.03M
SJIM
2316
St. Johns Investment Management
Florida
$4.02M +$123K +397 +3%
BWM
2317
Bernard Wealth Management
Michigan
$4.02M -$136K -439 -3%
PH
2318
Pinnacle Holdings
Oklahoma
$4.02M -$135K -434 -3%
CFM
2319
Compass Financial Management
Florida
$4.01M +$3.64M +11,737 New
SFS
2320
Security Financial Services
Indiana
$4.01M +$139K +448 +4%
QI
2321
QV Investors
Alberta, Canada
$4.01M -$124K -400 -3%
OPF
2322
Old Peak Finance
North Carolina
$4.01M +$2.37M +7,647 +167%
GA
2323
Greenspring Advisors
Maryland
$4.01M +$246K +792 +7%
WWM
2324
Wolff Wiese Magana
California
$4M -$47.2K -152 -1%
AFS
2325
Aft Forsyth & Sober
Florida
$4M