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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1426
WBH Advisory
Maryland
$605K -$52.3K -905 -8%
MCC
1427
Malaga Cove Capital
California
$605K +$576K +9,966 New
WA
1428
Waverly Advisors
Alabama
$601K -$706K -12,216 -55%
BEAM
1429
Baker Ellis Asset Management
Washington
$597K +$107K +1,850 +23%
JCM
1430
Janney Capital Management
Pennsylvania
$596K +$104K +1,795 +22%
HI
1431
Hudock Inc
Pennsylvania
$592K -$925 -16 -0.2%
WPW
1432
Waldron Private Wealth
Pennsylvania
$586K -$2.25K -39 -0.4%
TIA
1433
Trust Investment Advisors
Indiana
$584K -$31.8K -550 -5%
TTWM
1434
TCV Trust & Wealth Management
Virginia
$582K +$45.1K +781 +9%
SA
1435
Strategic Advisors
New York
$580K +$13.8K +239 +3%
WA
1436
Wheatland Advisors
Pennsylvania
$579K – – –
SCM
1437
Salem Capital Management
Massachusetts
$575K – – –
SGAM
1438
Steinberg Global Asset Management
Florida
$574K +$31.8K +550 +6%
W
1439
Wealthfront
California
$568K +$541K +9,367 New
SLF
1440
Sun Life Financial
Ontario, Canada
$567K -$1.24M -21,413 -70%
EM
1441
Excalibur Management
Massachusetts
$567K +$67.9K +1,175 +14%
EWM
1442
Evermay Wealth Management
Virginia
$566K +$167K +2,882 +45%
IF
1443
IRON Financial
Illinois
$564K -$17.2K -297 -3%
PAM
1444
Palisade Asset Management
Minnesota
$563K +$18.8K +325 +4%
PAM
1445
Premier Asset Management
Illinois
$558K +$110K +1,900 +26%
AIM
1446
AMI Investment Management
Indiana
$552K – – –
WKA
1447
Wilson Kemp & Associates
Michigan
$551K -$434K -7,506 -45%
TRIM
1448
Thompson Rubinstein Investment Management
Oregon
$551K -$111K -1,917 -17%
Kayne Anderson Rudnick Investment Management
1449
Kayne Anderson Rudnick Investment Management
California
$547K – – –
LFG
1450
LifePlan Financial Group
Ohio
$545K – – –