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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2601
Bordeaux Wealth Advisors
California
$1.3M +$161K +1,065 +16%
OL
2602
OneFund LLC
Florida
$1.3M +$1.16M +7,647 New
FVWA
2603
Foster Victor Wealth Advisors
South Carolina
$1.3M +$30.8K +203 +3%
SA
2604
SRN Advisors
Pennsylvania
$1.3M +$437K +2,881 +61%
FMN
2605
Financial Management Network
California
$1.3M +$9.24K +61 +0.8%
SHFA
2606
SC&H Financial Advisors
Maryland
$1.29M -$3.79K -25 -0.3%
COCM
2607
Charter Oak Capital Management
New Hampshire
$1.29M +$33.9K +224 +3%
PFS
2608
Physicians Financial Services
North Carolina
$1.29M -$37.9K -250 -3%
CastleKeep Investment Advisors
2609
CastleKeep Investment Advisors
Connecticut
$1.28M +$1.14M +7,529 New
AWG
2610
Altus Wealth Group
Colorado
$1.28M +$12.6K +83 +1%
AA
2611
Alta Advisers
United Kingdom
$1.28M – – –
MPW
2612
Monterey Private Wealth
California
$1.28M -$20.3K -134 -2%
S
2613
Sunpointe
Missouri
$1.27M +$1.14M +7,495 New
RLWM
2614
RF&L Wealth Management
Massachusetts
$1.27M – – –
CNBT
2615
Cornerstone National Bank & Trust
Illinois
$1.27M -$20.2K -133 -2%
LIA
2616
LBMC Investment Advisors
Tennessee
$1.27M – – –
PWP
2617
Pursue Wealth Partners
California
$1.27M – – –
First Command Advisory Services
2618
First Command Advisory Services
Texas
$1.27M +$28.3K +187 +3%
CP
2619
Covenant Partners
Tennessee
$1.27M -$12.1K -80 -1%
TC
2620
Trust Company
Kansas
$1.27M -$16.5K -109 -1%
TA
2621
TCM Advisors
West Virginia
$1.26M – – –
LIM
2622
Longfellow Investment Management
Massachusetts
$1.25M -$711K -4,693 -39%
Alesco Advisors
2623
Alesco Advisors
New York
$1.25M -$67.6K -446 -6%
IIM
2624
Ironwood Investment Management
Massachusetts
$1.25M – – –
JWWM
2625
Johnson & White Wealth Management
Pennsylvania
$1.25M -$225K -1,486 -17%