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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
1351
Point View Wealth Management
New Jersey
$912K +$855K +15,599 New
DAM
1352
Delta Asset Management
Tennessee
$909K -$2.58K -47 -0.3%
TC
1353
Telemus Capital
Michigan
$908K -$121K -2,205 -12%
ACM
1354
Argonaut Capital Management
New York
$901K -$307K -5,601 -27%
IAM
1355
ICM Asset Management
Washington
$900K -$5.48K -100 -0.6%
RT
1356
Reliance Trust
Georgia
$891K -$78.2K -1,427 -9%
KS
1357
Karpas Strategies
Connecticut
$886K +$986 +18 +0.1%
CWM
1358
Cranbrook Wealth Management
Michigan
$870K +$815K +14,880 New
CASB
1359
Cape Ann Savings Bank
Massachusetts
$866K -$12.3K -225 -1%
IAM
1360
Integre Asset Management
New York
$859K -$4.77K -87 -0.6%
MFW
1361
Meristem Family Wealth
Minnesota
$858K
AssetMark Inc
1362
AssetMark Inc
California
$856K -$34K -621 -4%
PFM
1363
Phillips Financial Management
Indiana
$851K -$72.8K -1,329 -8%
GAM
1364
Griffin Asset Management
New York
$849K -$21.9K -400 -3%
SBWM
1365
Sunflower Bank Wealth Management
Arizona
$848K +$96.5K +1,761 +14%
CNAM
1366
Campbell Newman Asset Management
Wisconsin
$846K -$2.19K -40 -0.3%
BFA
1367
Bragg Financial Advisors
North Carolina
$843K +$50.2K +916 +7%
OCG
1368
Opus Capital Group
Ohio
$839K +$786K +14,343 New
AWM
1369
Altavista Wealth Management
North Carolina
$837K +$4.93K +90 +0.6%
OIM
1370
Orca Investment Management
Oregon
$835K +$782K +14,279 New
WWM
1371
Willingdon Wealth Management
North Carolina
$832K +$779K +14,220 New
PCM
1372
Prelude Capital Management
New York
$830K -$43.8K -800 -5%
KT
1373
Kanaly Trust
Texas
$825K +$331K +6,042 +75%
GIM
1374
Greylin Investment Management
Virginia
$823K +$84K +1,534 +12%
NCM
1375
Northroad Capital Management
New York
$822K -$107K -1,945 -12%