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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3101
PRW Wealth Management
Massachusetts
$220K -$4.72M -30,136 -96%
I2I
3102
Insight 2811 Inc
Illinois
$220K -$112K -717 -35%
TCCM
3103
Timber Creek Capital Management
Massachusetts
$220K -$39.2K -250 -16%
G
3104
GenTrust
Florida
$220K +$210K +1,342 New
WA
3105
Wealthstar Advisors
Texas
$220K +$211K +1,343 New
MKA
3106
M. Kulyk & Associates
Georgia
$219K +$209K +1,336 New
RCS
3107
Retirement Capital Strategies
California
$218K +$784 +5 +0.4%
TA
3108
Tectonic Advisors
Texas
$217K +$32.1K +205 +18%
PG
3109
Prostatis Group
Maryland
$217K -$627 -4 -0.3%
SFA
3110
Seneca Financial Advisors
New York
$217K +$157 +1 +0.1%
TFIPS
3111
Towarzystwo Funduszy Inwestycyjnych PZU SA
$217K – – –
SAM
3112
Synergy Asset Management
Washington
$216K -$275K -1,754 -57%
LS
3113
Leelyn Smith
Illinois
$215K +$13.3K +85 +7%
LFG
3114
Lazard Frères Gestion
France
$215K +$204K +1,300 New
EP
3115
EPIQ Partners
Minnesota
$214K -$1.88K -12 -0.9%
MHP
3116
Manatuck Hill Partners
Connecticut
$214K – – –
KCM
3117
Kendall Capital Management
Maryland
$214K +$205K +1,306 New
PFM
3118
Peak Financial Management
Massachusetts
$214K +$205K +1,308 New
Flossbach Von Storch
3119
Flossbach Von Storch
Germany
$213K – – –
VAM
3120
Verity Asset Management
North Carolina
$212K -$41.5K -265 -17%
MWP
3121
MYCIO Wealth Partners
Pennsylvania
$211K – – –
WW
3122
Waterfront Wealth
Kansas
$211K +$202K +1,286 New
BAMG
3123
Brand Asset Management Group
Missouri
$211K +$202K +1,290 New
CBT
3124
Capital Bank & Trust
California
$210K -$180M -1,150,160 -100%
TP
3125
Truvvo Partners
New York
$210K +$201K +1,283 New