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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1551
Mission Wealth Management
California
$559K -$11.7K -188 -2%
TDC
1552
Thompson Davis & Co
Virginia
$557K +$13.4K +214 +2%
AF
1553
Aldebaran Financial
$556K +$250 +4 +0%
LA
1554
Lau Associates
Delaware
$554K
CWA
1555
Cypress Wealth Advisors
California
$552K -$8.49K -136 -2%
MFW
1556
Mosaic Family Wealth
Missouri
$551K +$68.5K +1,096 +14%
ACM
1557
Armbruster Capital Management
New York
$548K
GWCM
1558
Godshalk Welsh Capital Management
Pennsylvania
$548K
TG
1559
TLP Group
Illinois
$546K -$1.01M -16,200 -65%
CCG
1560
Chatham Capital Group
Georgia
$546K -$32.8K -525 -6%
WA
1561
Wealth Architects
California
$541K
GBT
1562
Grove Bank & Trust
Florida
$535K -$6.25K -100 -1%
HFA
1563
High Falls Advisors
New York
$533K -$1.44K -23 -0.3%
Kayne Anderson Rudnick Investment Management
1564
Kayne Anderson Rudnick Investment Management
California
$533K
HCM
1565
Highlander Capital Management
New Jersey
$532K
KSA
1566
Ken Stern & Associates
California
$530K +$34.3K +549 +7%
RTS
1567
Round Table Services
New Jersey
$527K -$23.9K -383 -4%
Millennium Management
1568
Millennium Management
New York
$524K +$164K +2,625 +45%
EDRE
1569
Edmond de Rothschild (Europe)
Luxembourg
$521K -$67.8K -1,085 -11%
SHCM
1570
Stokes & Hubbell Capital Management
Louisiana
$520K +$16.4K +262 +3%
AFP
1571
Ausdal Financial Partners
Iowa
$517K -$23.8K -381 -4%
KA
1572
Kovack Advisors
Florida
$517K +$58.9K +943 +13%
TRIM
1573
Thompson Rubinstein Investment Management
Oregon
$511K
HJA
1574
Hugh Johnson Advisors
New York
$506K +$23.9K +382 +5%
BWM
1575
BerganKDV Wealth Management
Minnesota
$506K +$44.7K +716 +10%