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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
2701
Financial Management Network
California
$1.4M -$67.5K -374 -5%
GWM
2702
Gray Wealth Management
Maine
$1.4M +$95.6K +530 +8%
CAM
2703
Costello Asset Management
Pennsylvania
$1.39M -$169K -937 -12%
AIM
2704
ARGA Investment Management
Connecticut
$1.39M -$142K -787 -10%
AIA
2705
Angeles Investment Advisors
California
$1.39M +$99.8K +553 +9%
CWM
2706
Centric Wealth Management
Illinois
$1.39M +$572K +3,172 +78%
AWA
2707
Aletheian Wealth Advisors
Washington
$1.39M +$221K +1,225 +21%
SPA
2708
Sherbrooke Park Advisers
New York
$1.39M +$874K +4,841 +233%
BPGAM
2709
BTG Pactual Global Asset Management
Bermuda
$1.38M +$1.25M +6,907 New
OWG
2710
Oxford Wealth Group
Florida
$1.38M +$1.25M +6,902 New
CM
2711
Caption Management
Oklahoma
$1.38M +$1.25M +6,900 New
GCS
2712
Gordian Capital (Singapore)
Singapore
$1.38M +$135K +750 +12%
PCM
2713
Prelude Capital Management
New York
$1.38M +$380K +2,106 +44%
BWM
2714
BNC Wealth Management
Oregon
$1.37M +$162K +896 +15%
WAG
2715
Wiser Advisor Group
Arizona
$1.37M -$42.9K -238 -3%
MFWP
2716
Mosaic Family Wealth Partners
Missouri
$1.37M +$131K +724 +12%
SW
2717
Solidarity Wealth
Utah
$1.37M -$180 -1 -0%
PVM
2718
Palogic Value Management
Texas
$1.37M
FBB
2719
Fulton Breakefield Broenniman
Maryland
$1.37M -$3.79K -21 -0.3%
RW
2720
REDW Wealth
New Mexico
$1.36M +$3.97K +22 +0.3%
VCM
2721
Viewpoint Capital Management
Washington
$1.36M +$56.3K +312 +5%
Two Sigma Investments
2722
Two Sigma Investments
New York
$1.36M -$1.58M -8,778 -56%
USGIU
2723
U.S. Global Investors (USGI)
Texas
$1.36M
WC
2724
Winmill & Co
New Hampshire
$1.36M
SB
2725
Sunflower Bank
Texas
$1.36M -$63.9K -354 -5%