We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1676
Capital Advisors Ltd
Ohio
$102K – – –
RIA
1677
Regal Investment Advisors
Michigan
$101K +$28.1K +487 +42%
TF
1678
Trutina Financial
Washington
$100K +$95.2K +1,648 New
MUMSS
1679
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K +$26K +450 +38%
HCP
1680
Holt Capital Partners
Texas
$91K – – –
TFO
1681
Tarbox Family Office
California
$86K -$149K -2,575 -64%
LWA
1682
Lenox Wealth Advisors
New York
$80K -$5.03K -87 -6%
HHMI
1683
Howard Hughes Medical Institute
Maryland
$77K -$5.72K -99 -7%
TCCM
1684
Timber Creek Capital Management
Massachusetts
$73K -$34.7K -600 -33%
GGPS
1685
Gary Goldberg Planning Services
New York
$65K +$116 +2 +0.2%
FWC
1686
First Washington Corp
Washington
$61K – – –
MSFP
1687
Mark Sheptoff Financial Planning
Connecticut
$61K +$57.8K +1,000 New
PFA
1688
Paradigm Financial Advisors
Missouri
$60K -$58.5K -1,013 -51%
HF
1689
Hoxton Financial
West Virginia
$56K -$242K -4,182 -82%
AAC
1690
Asset Advisors Corp
Georgia
$51K – – –
CFN
1691
Cordasco Financial Network
Florida
$48K – – –
AFIA
1692
America First Investment Advisors
Nebraska
$47K -$4.33K -75 -9%
SA
1693
SRH Advisors
Kansas
$45K – – –
WCM
1694
Wealthcare Capital Management
Virginia
$44K – – –
TFMS
1695
Trust & Fiduciary Management Services
Massachusetts
$43K +$6.13K +106 +18%
TIM
1696
Tortoise Investment Management
New York
$42K – – –
CFSG
1697
Community Financial Services Group
Vermont
$40K -$161K -2,784 -81%
AWM
1698
Avior Wealth Management
Nebraska
$39K +$37K +640 New
CRCP
1699
Copper Rock Capital Partners
Massachusetts
$36K – – –
AFS
1700
Aft Forsyth & Sober
Florida
$32K – – –
66 67
68
69 70