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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1301
West Branch Capital
Massachusetts
$3.28M +$3.38M +29,825 New
COI
1302
Connable Office Inc
Michigan
$3.27M -$21.7K -192 -0.6%
CK
1303
Cohen Klingenstein
New York
$3.27M
SCA
1304
Spearhead Capital Advisors
Florida
$3.26M +$473K +4,180 +16%
FLI
1305
Family Legacy Inc
South Carolina
$3.23M -$20.6K -182 -0.6%
VFA
1306
Voya Financial Advisors
Connecticut
$3.23M +$149K +1,318 +5%
AWM
1307
AE Wealth Management
Kansas
$3.22M +$498K +4,400 +18%
Artisan Partners
1308
Artisan Partners
Wisconsin
$3.22M -$2.05M -18,134 -38%
IA
1309
IFG Advisory
Georgia
$3.21M -$236K -2,081 -6%
BW
1310
Bison Wealth
Georgia
$3.21M -$125K -1,100 -4%
WSC
1311
Wellington Shields & Co
New York
$3.18M +$30K +265 +0.9%
Lido Advisors
1312
Lido Advisors
California
$3.18M +$630K +5,561 +24%
LC
1313
Lourd Capital
California
$3.15M -$10.4K -92 -0.3%
CWM
1314
Concentric Wealth Management
California
$3.14M -$41.9K -370 -1%
CA
1315
Calton & Associates
Florida
$3.13M +$906 +8 +0%
GJCM
1316
Grand Jean Capital Management
California
$3.13M +$47K +415 +1%
AC
1317
Addison Capital
Pennsylvania
$3.12M -$56.8K -502 -2%
ARMT
1318
Amica Retiree Medical Trust
Rhode Island
$3.12M -$700K -6,181 -18%
GVT
1319
Genesee Valley Trust
New York
$3.11M -$201K -1,777 -6%
IIM
1320
Ipswich Investment Management
Massachusetts
$3.1M +$59.1K +522 +2%
LBG
1321
Lloyds Banking Group
United Kingdom
$3.1M
CIC
1322
Crawford Investment Counsel
Georgia
$3.09M +$116K +1,024 +4%
PWM
1323
Perigon Wealth Management
California
$3.09M +$371K +3,278 +13%
BFC
1324
Bedel Financial Consulting
Indiana
$3.07M -$255K -2,254 -7%
MHS
1325
M Holdings Securities
Oregon
$3.06M -$27.3K -241 -0.9%