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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1051
Perigon Wealth Management
California
$5.58M +$95.7K +846 +2%
UF
1052
Univest Financial
Pennsylvania
$5.58M -$20K -177 -0.4%
BS
1053
Boenning & Scattergood
Pennsylvania
$5.57M -$449K -3,970 -8%
RCM
1054
Radnor Capital Management
Pennsylvania
$5.57M -$11.3K -100 -0.2%
RPC
1055
Rossmore Private Capital
Connecticut
$5.56M +$649K +5,742 +14%
VFA
1056
Voya Financial Advisors
Connecticut
$5.55M +$98.6K +872 +2%
PFM
1057
Premier Fund Managers
United Kingdom
$5.55M
RC
1058
Roundview Capital
New Jersey
$5.54M +$65.2K +576 +1%
GAM
1059
Griffin Asset Management
New York
$5.52M -$2.65M -23,410 -33%
Wealth Enhancement Advisory Services
1060
Wealth Enhancement Advisory Services
Minnesota
$5.51M -$687K -6,078 -11%
LCC
1061
Lincoln Capital Corp
Rhode Island
$5.51M -$8.14K -72 -0.2%
Lido Advisors
1062
Lido Advisors
California
$5.5M +$1.43M +12,644 +37%
HWA
1063
HCR Wealth Advisors
California
$5.49M -$132K -1,169 -2%
SNT
1064
Security National Trust
West Virginia
$5.47M -$41.1K -363 -0.8%
PL
1065
Parthenon LLC
Kentucky
$5.46M -$156K -1,380 -3%
SEIA
1066
Signature Estate & Investment Advisors
California
$5.44M +$199K +1,763 +4%
PWA
1067
Providence Wealth Advisors
Illinois
$5.43M -$1.38M -12,197 -21%
CNB
1068
Camden National Bank
Maine
$5.41M +$318K +2,815 +7%
CCP
1069
Cardan Capital Partners
Colorado
$5.41M +$197K +1,746 +4%
LSPW
1070
Lake Street Private Wealth
Illinois
$5.37M -$104K -923 -2%
BCM
1071
Brookmont Capital Management
Texas
$5.37M -$31.3K -277 -0.6%
PAI
1072
Pittenger & Anderson Inc
Nebraska
$5.36M +$25K +221 +0.5%
UTC
1073
Unified Trust Company
Kentucky
$5.36M +$359K +3,171 +7%
GIP
1074
Granite Investment Partners
California
$5.35M +$108K +956 +2%
RCAG
1075
Rehmann Capital Advisory Group
Michigan
$5.35M +$10.8M +95,751 +372%