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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
901
Xcel Wealth Management
Florida
$7.75M +$1.02M +8,929 +14%
BS
902
Boenning & Scattergood
Pennsylvania
$7.75M +$96.1K +837 +1%
GCA
903
Greenwood Capital Associates
South Carolina
$7.75M +$654K +5,696 +8%
WF
904
WoodTrust Financial
Wisconsin
$7.73M +$514K +4,482 +6%
ISB
905
Iowa State Bank
Iowa
$7.71M +$239K +2,084 +3%
AF
906
Allworth Financial
California
$7.69M +$1.51M +13,195 +22%
EF
907
Empirical Finance
Pennsylvania
$7.64M +$1.33M +11,575 +19%
SIP
908
Stoneridge Investment Partners
Pennsylvania
$7.63M +$2.1M +18,275 +33%
WSCM
909
Wellington Shields Capital Management
New York
$7.63M -$878K -7,655 -5%
VAS
910
Valicenti Advisory Services
New York
$7.6M -$33.7K -294 -0.4%
CK
911
Cohen Klingenstein
New York
$7.6M
TF
912
Tompkins Financial
New York
$7.58M +$200K +1,740 +2%
JWM
913
JGP Wealth Management
Oregon
$7.58M +$348K +3,032 +4%
SAM
914
Strategy Asset Managers
California
$7.57M -$372K -3,243 -4%
ST
915
Spinnaker Trust
Maine
$7.48M +$263K +2,295 +3%
TCOT
916
Trust Company of Toledo
Ohio
$7.48M -$128K -1,116 -2%
SCM
917
Shelton Capital Management
Colorado
$7.47M +$19.3K +168 +0.2%
IWC
918
Integrated Wealth Concepts
Massachusetts
$7.45M -$14.9K -130 -0.2%
1IA
919
1834 Investment Advisors
Wisconsin
$7.41M -$99.5K -867 -1%
GAM
920
Griffin Asset Management
New York
$7.4M +$32.6K +284 +0.4%
CC
921
Constitution Capital
Connecticut
$7.39M +$1.25M +10,875 +18%
PI
922
Pettee Investors
Connecticut
$7.38M -$393K -3,425 -5%
MYIA
923
Mount Yale Investment Advisors
Colorado
$7.36M +$583K +5,079 +8%
BFO
924
Boston Family Office
Massachusetts
$7.35M +$265K +2,310 +3%
WWM
925
Western Wealth Management
Colorado
$7.31M +$990K +8,630 +15%