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JPMorgan Chase

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