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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
2451
Twin Focus Capital Partners
Massachusetts
$822K -$78.5K -684 -8%
IIM
2452
Ironwood Investment Management
Massachusetts
$820K
NERM
2453
New England Research & Management
Illinois
$819K -$25.8K -225 -3%
QPW
2454
Quantum Private Wealth
Florida
$817K +$461K +4,019 +106%
BAM
2455
Burgundy Asset Management
Ontario, Canada
$816K -$224K -1,952 -20%
DIA
2456
Davidson Investment Advisors
Montana
$816K -$169K -1,475 -16%
AIM
2457
Alhambra Investment Management
Florida
$815K +$10.7K +93 +1%
AFG
2458
Allegheny Financial Group
Pennsylvania
$813K +$68.5K +597 +8%
RTS
2459
Round Table Services
New Jersey
$810K +$2.98K +26 +0.3%
RG
2460
Renaissance Group
Kentucky
$809K -$22.6K -197 -2%
AWA
2461
Alta Wealth Advisors
Massachusetts
$809K +$63.2K +551 +8%
FAG
2462
Fortitude Advisory Group
Washington
$807K +$10.7K +93 +1%
DFS
2463
Dixon Fnancial Services
California
$804K -$344 -3 -0%
SWM
2464
Shakespeare Wealth Management
Wisconsin
$804K +$883K +7,696 New
ASBI
2465
American State Bank (Iowa)
Iowa
$802K +$20.3K +177 +2%
IA
2466
IFG Advisors
Missouri
$798K +$14.7K +128 +2%
CC
2467
Corsicana & Co
Texas
$798K +$42.5K +370 +5%
OWA
2468
One Wealth Advisors
California
$795K +$598K +5,214 +218%
QFA
2469
Quattro Financial Advisors
Texas
$795K +$873K +7,607 New
SIG
2470
Spinnaker Investment Group
California
$794K -$8.38K -73 -1%
CA
2471
Crewe Advisors
Utah
$794K +$218K +1,903 +33%
TWA
2472
TPB Wealth Advisors
Texas
$792K -$46.6K -406 -5%
PFS
2473
Physicians Financial Services
North Carolina
$792K -$28.7K -250 -3%
DG
2474
DMC Group
Alabama
$792K -$8.26K -72 -1%
SP
2475
Successful Portfolios
Florida
$787K +$93.5K +815 +12%