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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2301
Tradition Wealth Management
Minnesota
$1.28M -$11.9K -94 -1%
FIM
2302
Freedom Investment Management
Connecticut
$1.28M -$33.1K -261 -3%
PPP
2303
Private Portfolio Partners
New Jersey
$1.28M -$239K -1,884 -17%
AFG
2304
Alterity Financial Group
Maine
$1.28M -$41.7K -329 -3%
ARMT
2305
Amica Retiree Medical Trust
Rhode Island
$1.27M -$387K -3,056 -24%
RWP
2306
Ridgecrest Wealth Partners
California
$1.27M +$7.35K +58 +0.6%
TCPWM
2307
Traverso Chambers Private Wealth Management
California
$1.27M -$3.67K -29 -0.3%
QFA
2308
Quattro Financial Advisors
Texas
$1.27M +$240K +1,893 +25%
MCM
2309
Mendel Capital Management
Arkansas
$1.27M +$20.7K +163 +2%
HTHT
2310
Hemenway Trust Hemenway Trust
New Hampshire
$1.27M -$4.43K -35 -0.4%
SRC
2311
Sage Rhino Capital
California
$1.27M +$9.88K +78 +0.8%
SCP
2312
Syntal Capital Partners
Texas
$1.27M +$14.8K +117 +1%
MCM
2313
Morton Capital Management
California
$1.27M -$37.5K -296 -3%
PIA
2314
Perennial Investment Advisors
California
$1.27M +$44.6K +352 +4%
CBT
2315
Central Bank & Trust
Kentucky
$1.27M +$83.2K +657 +7%
AC
2316
ASB Consultores
Florida
$1.27M +$115K +909 +11%
W
2317
Wealthquest
Ohio
$1.27M -$31.7K -250 -3%
BHIC
2318
Bassett Hargrove Investment Counsel
Delaware
$1.26M -$31K -245 -3%
CA
2319
Cambridge Advisors
Nebraska
$1.26M +$16.6K +131 +1%
DI
2320
Disciplined Investments
Oklahoma
$1.26M -$92.5K -730 -7%
GLR
2321
Great Lakes Retirement
Ohio
$1.26M +$1.19M +9,394 New
OPOWM
2322
One Plus One Wealth Management
Florida
$1.26M -$20.9K -165 -2%
Fiera Capital (Canada)
2323
Fiera Capital (Canada)
Quebec, Canada
$1.26M +$47.1K +372 +4%
CA
2324
Calton & Associates
Florida
$1.25M +$370K +2,923 +45%
PCS
2325
Personal CFO Solutions
New Jersey
$1.25M +$91.9K +725 +8%