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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2451
Cohen & Steers
New York
$912K +$125K +797 +17%
D
2452
Diversified
Delaware
$909K +$1.41K +9 +0.2%
CCM
2453
Carlson Capital Management
Minnesota
$909K +$45.2K +288 +5%
MHR
2454
Matthew Hamilton Rosenberg
$908K +$217K +1,386 +33%
APW
2455
Aurora Private Wealth
New Jersey
$906K +$52.4K +334 +6%
MFW
2456
Mosaic Family Wealth
Missouri
$905K +$207K +1,320 +31%
RWA
2457
RGT Wealth Advisors
Texas
$900K -$39.2K -250 -4%
PAWC
2458
P.A.W. Capital
Connecticut
$900K – – –
PCM
2459
Perritt Capital Management
Illinois
$899K – – –
RW
2460
Rede Wealth
Virginia
$898K +$39.4K +251 +5%
FC
2461
Financial Consulate
Maryland
$898K +$47K +300 +6%
APW
2462
Austin Private Wealth
Texas
$897K +$69K +440 +9%
AIA
2463
Alera Investment Advisors
Illinois
$896K -$135K -860 -13%
AAP
2464
Arax Advisory Partners
Colorado
$896K -$27.9K -178 -3%
FCB
2465
First Command Bank
Texas
$896K +$76K +485 +10%
FCFS
2466
First Command Financial Services
Texas
$896K +$76K +485 +10%
AIM
2467
Axiom Investment Management
New York
$893K -$283K -1,807 -25%
LCP
2468
Legacy Capital Partners
Wisconsin
$893K -$11.8K -75 -1%
LC
2469
Lindbrook Capital
California
$893K +$6.58K +42 +0.8%
SFP
2470
Sandbox Financial Partners
Maryland
$890K +$4.86K +31 +0.6%
BIP
2471
Blueprint Investment Partners
North Carolina
$888K +$850K +5,423 New
EBA
2472
Eagle Bay Advisors
New York
$886K +$260K +1,658 +44%
HI
2473
Harrington Investments
California
$885K +$223K +1,425 +36%
BWA
2474
Burt Wealth Advisors
Maryland
$883K +$1.57K +10 +0.2%
WDA
2475
Wendell David Associates
New Hampshire
$882K +$45.9K +293 +6%