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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1676
Nicholas Hoffman & Company
Georgia
$676K -$686 -9 -0.1%
OLA
1677
Oliver Luxxe Assets
New Jersey
$674K -$7.4K -97 -1%
EWA
1678
Exencial Wealth Advisors
Oklahoma
$672K -$1.98K -26 -0.3%
LI
1679
Lafayette Investments
Maryland
$669K +$3.74K +49 +0.6%
PC
1680
Palo Capital
California
$666K -$58.9K -773 -9%
RWM
1681
Raffa Wealth Management
District of Columbia
$662K
KA
1682
Klingman & Associates
New York
$662K -$1.12M -14,701 -66%
CWM
1683
Connecticut Wealth Management
Connecticut
$661K -$13.3K -174 -2%
BA
1684
BKS Advisors
Michigan
$661K +$78.5K +1,030 +16%
HHGA
1685
Halbert Hargrove Global Advisors
California
$656K +$11.2K +147 +2%
CAM
1686
Close Asset Management
United Kingdom
$656K +$579K +7,595 New
MCA
1687
Mercer Capital Advisers
New Jersey
$655K -$30.5K -400 -5%
LFG
1688
LifePlan Financial Group
Ohio
$655K -$13.6K -178 -2%
Capstone Investment Advisors
1689
Capstone Investment Advisors
New York
$655K +$580K +7,602 New
BCP
1690
Berkeley Capital Partners
Georgia
$654K -$257K -3,369 -31%
DHFB
1691
Dixon Hubard Feinour & Brown
Virginia
$651K -$22.9K -300 -4%
CIC
1692
Chilton Investment Company
Connecticut
$650K +$575K +7,536 New
BIAS
1693
Beacon Investment Advisory Services
New Jersey
$648K +$14.6K +191 +3%
HA
1694
Hamel Associates
New Jersey
$640K
AWA
1695
ARS Wealth Advisors
Florida
$639K +$24.6K +322 +5%
LCM
1696
Liberty Capital Management
Michigan
$638K -$37.9K -497 -6%
SC
1697
Searle & Co
Connecticut
$636K
PCM
1698
Perritt Capital Management
Illinois
$635K -$7.63K -100 -1%
TPW
1699
Tiller Private Wealth
Pennsylvania
$634K -$374K -4,900 -40%
KIC
1700
Keating Investment Counselors
Florida
$633K