We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1651
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
SFPIA
1652
Stevens First Principles Investment Advisors
California
$52K -$45K -800 -47%
JT
1653
Jump Trading
Illinois
$50K +$30.4K +540 +169%
CFN
1654
Cordasco Financial Network
Florida
$45K – – –
SA
1655
SRH Advisors
Kansas
$43K – – –
WCM
1656
Wealthcare Capital Management
Virginia
$42K – – –
TIM
1657
Tortoise Investment Management
New York
$41K +$1.12K +20 +3%
MUMSS
1658
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K -$52.8K -940 -58%
TFA
1659
Transamerica Financial Advisors
Florida
$38K -$163K -2,900 -82%
WAS
1660
Winch Advisory Services
Wisconsin
$37K -$1.17M -20,858 -97%
CFSG
1661
Community Financial Services Group
Vermont
$34K -$3.37K -60 -9%
IRS
1662
Invictus RG (Singapore)
Singapore
$30K -$169K -3,005 -85%
AFS
1663
Aft Forsyth & Sober
Florida
$30K – – –
PIM
1664
Parasol Investment Management
Illinois
$30K +$15.8K +281 +114%
DOA
1665
D'Orazio & Associates
Virginia
$28K – – –
NC
1666
NewSquare Capital
Pennsylvania
$28K – – –
AP
1667
Atwood & Palmer
Missouri
$27K -$348K -6,197 -93%
AWM
1668
Avior Wealth Management
Nebraska
$25K -$11.2K -200 -31%
TCM
1669
TD Capital Management
Tennessee
$25K +$169 +3 +0.7%
AFIA
1670
America First Investment Advisors
Nebraska
$22K -$22.5K -400 -51%
EMA
1671
Efficient Market Advisors
California
$17K – – –
NHFG
1672
New Harbor Financial Group
Massachusetts
$17K – – –
SAM
1673
Solaris Asset Management
New York
$17K – – –
DA
1674
Dunvegan Associates
California
$16K – – –
NMIS
1675
Northwestern Mutual Investment Services
Wisconsin
$16K +$5.62K +100 +57%
65 66
67
68 69