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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1351
Torch Wealth Management
Ohio
$3.13M +$45.5K +401 +1%
CWM
1352
Concentric Wealth Management
California
$3.11M -$108K -950 -3%
SWM
1353
SeaCrest Wealth Management
New York
$3.1M +$67.1K +591 +2%
CWM
1354
Chesapeake Wealth Management
Virginia
$3.09M +$18.3K +161 +0.6%
SFFS
1355
Stonehage Fleming Financial Services
Jersey
$3.08M
SCI
1356
Stableford Capital II
Arizona
$3.08M +$4.65K +41 +0.2%
BIMC
1357
Benson Investment Management Company
Virginia
$3.07M -$9.08K -80 -0.3%
HL
1358
HeadInvest LLC
Maine
$3.06M +$166K +1,460 +6%
Wealth Enhancement Advisory Services
1359
Wealth Enhancement Advisory Services
Minnesota
$3.06M -$78.4K -691 -2%
IA
1360
IFG Advisory
Georgia
$3.05M -$405K -3,571 -10%
LB
1361
Landmark Bank
Missouri
$3.05M -$28.6K -252 -0.9%
BCWM
1362
Blue Chip Wealth Management
Florida
$3.04M -$81.4K -717 -3%
ANB
1363
Amarillo National Bank
Texas
$3.04M
BOS
1364
Bank of Stockton
California
$3.03M +$24.4K +215 +0.8%
MWP
1365
MYCIO Wealth Partners
Pennsylvania
$3.03M +$92.5K +815 +3%
IP
1366
Intellectus Partners
California
$3.03M -$29.3K -258 -1%
SC
1367
Savant Capital
Illinois
$3.03M +$224K +1,970 +8%
RAM
1368
Roanoke Asset Management
New Jersey
$3.02M
GJCM
1369
Grand Jean Capital Management
California
$3.02M -$170K -1,500 -5%
KCM
1370
Karp Capital Management
California
$3M +$209K +1,839 +7%
PFS
1371
Prospera Financial Services
Texas
$2.99M -$966K -8,512 -24%
CF
1372
Centaurus Financial
California
$2.99M -$707K -6,229 -19%
BFC
1373
Bedel Financial Consulting
Indiana
$2.98M -$35.9K -316 -1%
PAS
1374
Partnervest Advisory Services
California
$2.98M +$146K +1,285 +5%
S
1375
SignatureFD
Georgia
$2.98M +$443K +3,901 +17%