We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WI
776
Wintrust Investments
Illinois
$8.13M +$225K +1,852 +2%
LW
777
Linscomb Wealth
Texas
$8.13M +$568K +4,675 +5%
AAS
778
Avantax Advisory Services
Texas
$8.11M +$1.05M +8,674 +11%
CFC
779
Cincinnati Financial Corp
Ohio
$8.1M
IAA
780
Independent Advisor Alliance
North Carolina
$8.07M +$390K +3,208 +4%
BCM
781
Bourgeon Capital Management
Connecticut
$8.05M +$2.97M +24,447 +38%
WCMN
782
Westchester Capital Management (Nebraska)
Nebraska
$7.97M +$15.8K +130 +0.1%
B
783
Bailard
California
$7.94M -$775K -6,375 -7%
AC
784
Alexandria Capital
Virginia
$7.94M +$1.04M +8,540 +11%
KPCM
785
Kings Point Capital Management
New York
$7.92M +$1.35M +11,116 +14%
GLLW
786
Graves Light Lenhart Wealth
Virginia
$7.91M +$47.9K +394 +0.5%
CC
787
Courier Capital
New York
$7.89M -$1.12M -9,237 -9%
HC
788
HNP Capital
New York
$7.89M +$8.26M +67,964 +330%
TTWM
789
TCV Trust & Wealth Management
Virginia
$7.88M -$593K -4,879 -5%
LIM
790
Leavell Investment Management
Alabama
$7.86M -$36.2K -298 -0.3%
HVIA
791
Hudson Valley Investment Advisors
New York
$7.81M -$226K -1,861 -2%
MC
792
Moors & Cabot
Massachusetts
$7.8M -$2.2M -18,132 -17%
SFS
793
Sowell Financial Services
Arkansas
$7.8M +$589K +4,847 +6%
CIS
794
Capital International Sarl
California
$7.79M +$6.34M +52,157 +152%
QI
795
QV Investors
Alberta, Canada
$7.75M -$1.96M -16,118 -16%
WAM
796
Winslow Asset Management
Ohio
$7.73M -$33K -272 -0.3%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$7.73M +$422K +3,476 +4%
HAG
798
HighPoint Advisor Group
Illinois
$7.68M -$381K -3,139 -4%
SCP
799
Stamos Capital Partners
California
$7.67M +$8.17M +67,268 +375%
BIA
800
Biondo Investment Advisors
Pennsylvania
$7.62M -$274K -2,258 -3%