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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
2401
TBH Global Asset Management
Tennessee
$876K +$574 +5 +0.1%
ACM
2402
Ayrshire Capital Management
Connecticut
$875K +$14.3K +125 +2%
SPP
2403
Single Point Partners
Massachusetts
$872K +$260K +2,263 +37%
CG
2404
Clarus Group
Texas
$871K -$20K -174 -2%
PFC
2405
Phocas Financial Corp
California
$870K +$14.9K +130 +2%
TT
2406
TI-Trust
Illinois
$869K +$22.7K +198 +2%
WAL
2407
W Advisors LLC
Tennessee
$868K +$918 +8 +0.1%
DA
2408
Denali Advisors
California
$867K +$45.9K +400 +5%
MSCM
2409
McElhenny Sheffield Capital Management
Texas
$864K
THWM
2410
Taylor Hoffman Wealth Management
Virginia
$863K -$11.2K -98 -1%
QWM
2411
QP Wealth Management
New Jersey
$861K +$209K +1,819 +29%
NWM
2412
Northwest Wealth Management
Iowa
$860K +$73.4K +640 +8%
FFS
2413
Founders Financial Securities
Maryland
$859K +$16K +139 +2%
LWM
2414
Lionsbridge Wealth Management
Florida
$858K +$2.98K +26 +0.3%
LB
2415
Legacy Bridge
Iowa
$857K
HFAS
2416
Hummer Financial Advisory Services
Illinois
$856K -$30.3K -264 -3%
OIM
2417
Orca Investment Management
Oregon
$856K -$25.9K -226 -3%
EM
2418
ELCO Management
New York
$856K -$1.61K -14 -0.2%
MTC
2419
McDaniel Terry & Co
Texas
$856K +$94.6K +824 +11%
FH
2420
FWG Holdings
Florida
$854K +$25K +218 +3%
BSSFA
2421
Baron Silver Stevens Financial Advisors
Florida
$850K -$124K -1,078 -25%
BFG
2422
Bouchey Financial Group
New York
$850K +$230 +2 +0%
CWA
2423
Clearview Wealth Advisors
Oregon
$850K +$13.2K +115 +1%
AMC
2424
Asset Management Corp
Illinois
$850K +$32.2K +281 +4%
BIA
2425
Benchmark Investment Advisors
Illinois
$848K -$41.1K -358 -4%