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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
W
1501
Wealthquest
Ohio
$545K -$6.55K -100 -1%
GWM
1502
Gupta Wealth Management
California
$538K -$21.1K -322 -4%
KAM
1503
Keeley Asset Management
Illinois
$533K -$196K -3,000 -26%
CWA
1504
Cypress Wealth Advisors
California
$531K
PNAA
1505
Pictet North America Advisors
Switzerland
$530K +$19.6K +300 +4%
Kayne Anderson Rudnick Investment Management
1506
Kayne Anderson Rudnick Investment Management
California
$523K
WA
1507
Wealth Architects
California
$521K +$25.8K +394 +5%
HCM
1508
Highlander Capital Management
New Jersey
$519K
GWCM
1509
Godshalk Welsh Capital Management
Pennsylvania
$519K +$37.1K +567 +7%
JIP
1510
Jaffetilchin Investment Partners
Florida
$515K -$196 -3 -0%
LA
1511
Lau Associates
Delaware
$512K
LFG
1512
LifePlan Financial Group
Ohio
$509K -$19.2K -293 -3%
ECAM
1513
East Coast Asset Management
Massachusetts
$507K +$2.29K +35 +0.4%
TRIM
1514
Thompson Rubinstein Investment Management
Oregon
$501K
AWM
1515
AllSquare Wealth Management
New York
$499K +$13.2K +201 +3%
TNAM
1516
Terra Nova Asset Management
New York
$495K +$56K +855 +12%
HI
1517
Hudock Inc
Pennsylvania
$494K +$524 +8 +0.1%
CCG
1518
Chatham Capital Group
Georgia
$492K -$47.3K -722 -8%
SS
1519
Sunbelt Securities
Texas
$492K -$46.8K -714 -8%
OWP
1520
Obermeyer Wealth Partners
Colorado
$491K
TT
1521
Tiedemann Trust
Delaware
$490K
LC
1522
Lourd Capital
California
$490K +$55K +840 +12%
KTC
1523
Kistler-Tiffany Companies
Pennsylvania
$481K -$35.2K -538 -7%
HJA
1524
Hugh Johnson Advisors
New York
$481K +$1.77K +27 +0.3%
RMCM
1525
Reynders McVeigh Capital Management
Massachusetts
$480K -$13.8K -210 -3%