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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
Intellus Advisors
Florida
$20.6M -$218K -701 -1%
ETC
1002
Exchange Traded Concepts
Oklahoma
$20.6M -$2.59M -8,324 -12%
MIA
1003
MainStreet Investment Advisors
Illinois
$20.6M -$67.7K -218 -0.3%
CCFCSB
1004
Cape Cod Five Cents Savings Bank
Massachusetts
$20.6M +$19.5M +62,804 New
CWS
1005
Confluence Wealth Services
Pennsylvania
$20.5M +$4.24M +13,658 +28%
CAM
1006
Close Asset Management
United Kingdom
$20.5M +$3.73K +12 +0%
NP
1007
NorthRock Partners
Minnesota
$20.4M +$641K +2,063 +3%
CCM
1008
Carmel Capital Management
California
$20.3M +$14K +45 +0.1%
PIM
1009
Plato Investment Management
Australia
$20.3M +$322K +1,036 +2%
BONST
1010
Bank of Nova Scotia Trust
Ontario, Canada
$20.3M +$387K +1,245 +2%
EIA
1011
Emerald Investment Advisers
Pennsylvania
$20.2M +$1.3M +4,191 +7%
JIC
1012
Joel Isaacson & Co
New York
$20.2M +$962K +3,099 +5%
VHAM
1013
Van Hulzen Asset Management
California
$20.1M -$570K -1,834 -3%
WAP
1014
Wealthcare Advisory Partners
Pennsylvania
$20.1M -$2.58M -8,292 -12%
ISB
1015
Iowa State Bank
Iowa
$20.1M -$1.27M -4,074 -6%
FA
1016
Fagan Associates
New York
$20.1M +$64.6K +208 +0.3%
CCM
1017
Copeland Capital Management
Pennsylvania
$20M -$134K -431 -0.7%
BIM
1018
Baldwin Investment Management
Pennsylvania
$20M +$4.04M +13,017 +27%
CPCM
1019
Cardinal Point Capital Management
Ontario, Canada
$20M +$20.5K +66 +0.1%
KFGK
1020
Keystone Financial Group (Kentucky)
Kentucky
$19.9M +$87K +280 +0.5%
Parallax Volatility Advisers
1021
Parallax Volatility Advisers
California
$19.8M +$784K +2,526 +4%
NAAA
1022
New Age Alpha Advisors
New York
$19.7M -$995K -3,203 -5%
TCBWMS
1023
Texas Capital Bank Wealth Management Services
Texas
$19.7M +$43.2K +139 +0.2%
TCM
1024
Traynor Capital Management
Pennsylvania
$19.7M +$25.8K +83 +0.1%
BWM
1025
Buckley Wealth Management
Nevada
$19.6M -$32K -103 -0.2%