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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SICM
2326
Sustainable Insight Capital Management
New York
$4.03M -$644K -2,080 -14%
BWM
2327
Bernard Wealth Management
Michigan
$4.03M -$19.8K -64 -0.5%
VWS
2328
Virtus Wealth Solutions
New Jersey
$4.02M +$87K +281 +2%
SP
2329
SmartHarvest Portfolios
Washington
$4.02M +$3.87M +12,485 New
ALAM
2330
Asahi Life Asset Management
Japan
$4.02M -$263K -849 -6%
IIA
2331
IPG Investment Advisors
California
$4.01M -$1.7M -5,491 -31%
MCM
2332
Monument Capital Management
Virginia
$4.01M -$59.8K -193 -2%
OCPWS
2333
One Charles Private Wealth Services
Massachusetts
$4.01M -$317K -1,025 -8%
CA
2334
CGN Advisors
Kansas
$4.01M -$73.7K -238 -2%
S
2335
Sunpointe
Missouri
$3.99M +$78.9K +255 +2%
DAS
2336
DMKC Advisory Services
Iowa
$3.99M +$304K +983 +9%
KCM
2337
Kathmere Capital Management
Pennsylvania
$3.99M +$682K +2,203 +22%
AFC
2338
AFT Forsyth & Company
Florida
$3.98M +$7.74K +25 +0.2%
SIA
2339
Sage Investment Advisers
New York
$3.98M +$3.82M +12,349 New
STAS
2340
Strong Tower Advisory Services
Minnesota
$3.97M +$99.7K +322 +3%
AFP
2341
Alpha Financial Partners
Kentucky
$3.96M +$2.95M +9,532 +346%
CCG
2342
Ceeto Capital Group
Florida
$3.96M +$203K +656 +6%
PBO
2343
Peoples Bank (Ohio)
Ohio
$3.95M -$232K -750 -6%
CWA
2344
Consilium Wealth Advisory
Texas
$3.95M +$30.7K +99 +0.8%
LBWM
2345
Left Brain Wealth Management
Illinois
$3.95M +$3.8M +12,266 New
TS
2346
TradeWell Securities
Indiana
$3.94M -$36.2K -117 -0.9%
CCWM
2347
Correct Capital Wealth Management
Missouri
$3.93M +$222K +718 +6%
ACA
2348
Atlas Capital Advisors
Wyoming
$3.93M +$3.78M +12,201 New
GG
2349
Gleason Group
Kentucky
$3.93M +$14.6K +47 +0.4%
EG
2350
Ellerson Group
Maryland
$3.93M