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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RP
1551
Rowlandmiller & Partners
Georgia
$599K
PAM
1552
Premier Asset Management
Illinois
$595K +$588K +9,025 New
LCM
1553
Liberty Capital Management
Michigan
$594K -$26.4K -406 -4%
CWA
1554
Cypress Wealth Advisors
California
$588K +$13.2K +202 +2%
PNAA
1555
Pictet North America Advisors
Switzerland
$586K +$11.7K +179 +2%
PWAP
1556
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$581K -$358K -5,498 -38%
AWM
1557
AllSquare Wealth Management
New York
$580K +$39.1K +600 +7%
GBT
1558
Grove Bank & Trust
Florida
$575K +$568K +8,717 New
KLWA
1559
Kelly Lawrence W & Associates
California
$571K +$446K +6,850 +381%
LC
1560
Lourd Capital
California
$570K +$38.3K +588 +7%
Kayne Anderson Rudnick Investment Management
1561
Kayne Anderson Rudnick Investment Management
California
$567K
HCM
1562
Highlander Capital Management
New Jersey
$566K +$3.26K +50 +0.6%
WA
1563
Wealth Architects
California
$564K
GWCM
1564
Godshalk Welsh Capital Management
Pennsylvania
$562K
AWMF
1565
Arbor Wealth Management (Florida)
Florida
$561K +$656K +10,070 New
AFP
1566
Ausdal Financial Partners
Iowa
$559K +$551K +8,463 New
AA
1567
ALPS Advisors
Colorado
$558K -$20.8M -319,266 -97%
LA
1568
Lau Associates
Delaware
$555K
BMM
1569
Buffington Mohr McNeal
Idaho
$555K +$548K +8,409 New
TT
1570
Tiedemann Trust
Delaware
$551K +$19.5K +300 +4%
LFG
1571
LifePlan Financial Group
Ohio
$547K -$4.69K -72 -0.9%
ECAM
1572
East Coast Asset Management
Massachusetts
$546K -$2.28K -35 -0.4%
MI
1573
Montage Investments
Kansas
$545K +$537K +8,247 New
TRIM
1574
Thompson Rubinstein Investment Management
Oregon
$543K
Tudor Investment Corp
1575
Tudor Investment Corp
Connecticut
$541K -$1.58M -24,287 -75%