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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1601
Coastal Bridge Advisors
Connecticut
$3.67M +$161K +1,026 +5%
TMAM
1602
Tokio Marine Asset Management
Japan
$3.67M +$203K +1,292 +6%
PFO
1603
Pathstone Family Office
New Jersey
$3.67M +$695K +4,424 +23%
FBFS
1604
First Business Financial Services
Wisconsin
$3.67M +$354K +2,255 +11%
OIA
1605
Optimum Investment Advisors
Illinois
$3.66M -$1M -6,392 -21%
GAM
1606
Geier Asset Management
Maryland
$3.66M -$107K -679 -3%
CAG
1607
Csenge Advisory Group
Florida
$3.66M +$520K +3,314 +17%
FCA
1608
FLC Capital Advisors
California
$3.65M -$94.5K -602 -3%
5L
1609
55I LLC
Massachusetts
$3.64M +$524K +3,336 +17%
SWM
1610
Selective Wealth Management
Virginia
$3.63M -$712K -4,531 -16%
SW
1611
SlateStone Wealth
Florida
$3.63M -$242K -1,538 -6%
HKIM
1612
Hayek Kallen Investment Management
Alabama
$3.63M +$18.8K +120 +0.5%
SWA
1613
SOA Wealth Advisors
New York
$3.6M -$60.2K -383 -2%
SOAMC
1614
Spirit of America Management Corp
New York
$3.6M -$118K -750 -3%
WR
1615
WD Rutherford
Oregon
$3.6M +$25.1K +160 +0.7%
LOAMS
1616
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.6M +$144K +914 +4%
HIP
1617
HUB Investment Partners
Texas
$3.59M -$376K -2,397 -9%
NPA
1618
Nichols & Pratt Advisers
Massachusetts
$3.59M +$114K +725 +3%
AFA
1619
Abacus FCF Advisors
Florida
$3.59M -$271K -1,727 -7%
UHC
1620
Union Heritage Capital
Michigan
$3.58M +$738K +4,700 +26%
BCFS
1621
Butensky & Cohen Financial Security
Florida
$3.57M -$41.5K -264 -1%
MIP
1622
Marietta Investment Partners
Wisconsin
$3.57M +$121K +770 +3%
IFG
1623
Independent Financial Group
California
$3.56M +$202K +1,287 +6%
NDSI
1624
Newman Dignan & Sheerar Inc
Rhode Island
$3.56M -$37.5K -239 -1%
RCAG
1625
Rehmann Capital Advisory Group
Michigan
$3.56M -$260K -1,653 -7%