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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1301
Bristlecone Advisors
Washington
$8.06M -$55.8K -309 -0.8%
HAI
1302
Hennessy Advisors Inc
California
$8.05M -$3.17M -17,550 -30%
HCM
1303
Hilton Capital Management
New York
$8.04M +$8.12K +45 +0.1%
LT
1304
Legacy Trust
Michigan
$8.03M +$647K +3,584 +10%
PP
1305
PDS Planning
Ohio
$8.02M +$340K +1,882 +5%
SCM
1306
Summerhill Capital Management
Ontario, Canada
$8.02M +$7.22M +40,037 New
QFA
1307
Quattro Financial Advisors
Texas
$8.01M +$7.22M +40,000 New
MP
1308
McDonald Partners
Ohio
$7.99M -$414K -2,297 -5%
IFG
1309
Independent Financial Group
California
$7.98M +$1.05M +5,827 +17%
OL
1310
Owen LaRue
Kentucky
$7.97M +$2.24M +12,434 +45%
HWM
1311
Hohimer Wealth Management
Washington
$7.96M +$221K +1,226 +3%
BB
1312
Berkshire Bank
Massachusetts
$7.96M -$376K -2,084 -5%
LFA
1313
Legacy Financial Advisors
Kentucky
$7.95M -$264K -1,463 -4%
VT
1314
Vise Technologies
New York
$7.94M +$1.91M +10,571 +36%
CNBTD
1315
Citizens National Bank Trust Department
Mississippi
$7.94M -$68.6K -380 -0.9%
JWCA
1316
J.W. Cole Advisors
Florida
$7.93M +$134K +740 +2%
IAS
1317
Insigneo Advisory Services
Florida
$7.87M +$114K +634 +2%
YIA
1318
YHB Investment Advisors
Connecticut
$7.86M +$288K +1,598 +4%
MCM
1319
McKinley Capital Management
Alaska
$7.86M -$594K -3,290 -8%
GC
1320
Giverny Capital
Quebec, Canada
$7.85M +$438K +2,430 +7%
CWM
1321
Chemistry Wealth Management
New York
$7.83M +$345K +1,910 +5%
CAAS
1322
Capital Asset Advisory Services
Michigan
$7.82M -$36.5K -202 -0.5%
LSWM
1323
Lorne Steinberg Wealth Management
Canada
$7.82M +$14.8K +82 +0.2%
VST
1324
Van Strum & Towne
California
$7.82M -$66.8K -370 -0.9%
RSWM
1325
Robertson Stephens Wealth Management
California
$7.81M -$13.7K -76 -0.2%