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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1526
Cerity Partners OCIO
New York
$673K +$1.04K +16 +0.2%
WC
1527
Whitnell & Co
Illinois
$670K -$24.7K -380 -4%
SAS
1528
Stelac Advisory Services
New York
$667K -$51.6K -793 -7%
CPA
1529
Cowen Prime Advisors
New York
$665K
KTC
1530
Kistler-Tiffany Companies
Pennsylvania
$661K +$149K +2,283 +30%
PCM
1531
Princeton Capital Management
New Jersey
$653K -$600K -9,217 -48%
MA
1532
MCF Advisors
Kentucky
$652K -$57K -875 -8%
FNB
1533
Farmers National Bank
Kentucky
$646K +$42.3K +650 +7%
FPCG
1534
Fort Pitt Capital Group
Pennsylvania
$644K +$41.9K +644 +7%
CCA
1535
Catalyst Capital Advisors
New York
$637K
PBO
1536
Peoples Bank (Ohio)
Ohio
$636K +$627K +9,622 New
BSW
1537
Buckingham Strategic Wealth
Missouri
$633K -$90.8K -1,395 -13%
GWM
1538
Gupta Wealth Management
California
$632K +$48.6K +746 +8%
WA
1539
Wheatland Advisors
Pennsylvania
$631K
HH
1540
Hilltop Holdings
Texas
$625K -$20.6K -317 -3%
AGA
1541
Accuvest Global Advisors
Utah
$623K
BCP
1542
Berkeley Capital Partners
Georgia
$622K +$614K +9,424 New
RWM
1543
Raffa Wealth Management
District of Columbia
$618K +$16.3K +250 +3%
CCG
1544
Chatham Capital Group
Georgia
$615K +$80.7K +1,240 +15%
ACM
1545
Armbruster Capital Management
New York
$606K +$598K +9,184 New
BFM
1546
Boothbay Fund Management
New York
$604K +$596K +9,153 New
WA
1547
WBH Advisory
Maryland
$603K
SCM
1548
Salem Capital Management
Massachusetts
$602K
AIM
1549
AMI Investment Management
Indiana
$601K
CT
1550
Coastline Trust
Rhode Island
$599K -$3.32K -51 -0.6%