We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1026
Monetary Management Group
Missouri
$4.29M +$13.2K +150 +0.3%
PL
1027
Parthenon LLC
Kentucky
$4.27M -$175K -1,985 -4%
PTC
1028
Philadelphia Trust Company
Pennsylvania
$4.27M +$172K +1,946 +4%
LWM
1029
Lyell Wealth Management
California
$4.26M +$261K +2,961 +7%
CNC
1030
Citizens & Northern Corp
Pennsylvania
$4.25M -$81.5K -924 -2%
EM
1031
Excalibur Management
Massachusetts
$4.23M +$235K +2,666 +6%
LGC
1032
Laurel Grove Capital
California
$4.23M -$101K -1,150 -2%
BRWA
1033
B. Riley Wealth Advisors
Florida
$4.19M -$35.4K -401 -0.8%
WIS
1034
Wright Investors Service
Connecticut
$4.18M +$316K +3,585 +8%
ASN
1035
Advisory Services Network
Georgia
$4.17M +$4.19M +47,532 New
IWMPD
1036
Integrated Wealth Management (Palm Desert)
California
$4.17M +$86.2K +977 +2%
CCM
1037
Crossvault Capital Management
Texas
$4.14M +$4.16M +47,114 New
WAM
1038
Wealthspire Advisors (Maryland)
Maryland
$4.14M +$193K +2,184 +5%
IB
1039
Intrust Bank
Kansas
$4.13M -$87.6K -993 -2%
SPC
1040
Sigma Planning Corp
Michigan
$4.11M +$158K +1,795 +4%
SBL
1041
Sargent Bickham Lagudis
Colorado
$4.11M -$694K -7,865 -14%
HWA
1042
HCR Wealth Advisors
California
$4.09M +$139K +1,575 +4%
MCM
1043
Mengis Capital Management
Oregon
$4.08M -$19.9K -225 -0.5%
AIS
1044
AlphaOne Investment Services
Pennsylvania
$4.06M +$22.1K +250 +0.5%
ACM
1045
Argyle Capital Management
Pennsylvania
$4.06M +$17.6K +200 +0.4%
HR
1046
Howe & Rusling
New York
$4.06M +$3.51M +39,792 +624%
HIS
1047
Horizon Investment Services
Indiana
$4.04M +$3.67M +41,547 +927%
RMDI
1048
R.M. Davis Inc
Maine
$4.04M -$61.4K -696 -1%
ECM
1049
EagleClaw Capital Management
Massachusetts
$4.04M -$35.3K -400 -0.9%
BIM
1050
Beach Investment Management
Pennsylvania
$4.03M – – –
40 41
42
43 44