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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NC
3151
NovaPoint Capital
Georgia
$379K +$16.4K +100 +4%
CFP
3152
Curran Financial Partners
South Carolina
$379K +$393K +2,392 New
NCMW
3153
Northern Capital Management (Washington)
Washington
$378K – – –
CPC
3154
Cookson Peirce & Co
Pennsylvania
$378K +$126K +766 +47%
DU
3155
Delphia (USA)
Ontario, Canada
$376K +$390K +2,377 New
Financial Engines Advisors
3156
Financial Engines Advisors
California
$374K -$270K -1,645 -41%
TC
3157
Truvestments Capital
Florida
$374K -$125K -760 -24%
W
3158
WealthOne
New York
$373K +$47.3K +288 +14%
ACM
3159
Advance Capital Management
Michigan
$373K +$387K +2,356 New
PGWM
3160
Pitti Group Wealth Management
New York
$371K +$385K +2,342 New
IP
3161
Isthmus Partners
Wisconsin
$370K – – –
GAMC
3162
Garner Asset Management Corp
Texas
$368K +$164 +1 +0%
JSA
3163
Jacobson & Schmitt Advisors
Wisconsin
$368K +$131K +800 +53%
BFS
3164
Bickling Financial Services
Massachusetts
$367K +$60.3K +367 +19%
TC
3165
Tacita Capital
Ontario, Canada
$367K +$69.8K +425 +22%
SSW
3166
Smith Shellnut Wilson
Mississippi
$366K -$25.6K -156 -6%
CWM
3167
Campbell Wealth Management
Virginia
$366K +$27.8K +169 +8%
ICM
3168
Intrepid Capital Management
Florida
$366K +$94.1K +573 +33%
CA
3169
Claris Advisors
Missouri
$366K +$380K +2,311 New
BW
3170
Basepoint Wealth
Iowa
$366K +$379K +2,309 New
RVPG
3171
Relative Value Partners Group
$365K – – –
CC
3172
Centiva Capital
New York
$365K +$11.7K +71 +3%
TWM
3173
Trevian Wealth Management
Massachusetts
$364K +$378K +2,303 New
FWM
3174
Forefront Wealth Management
Pennsylvania
$363K +$377K +2,295 New
HFW
3175
Horizon Family Wealth
Illinois
$362K +$376K +2,287 New