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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1676
Clearstead Trust
Maine
$2.45M -$47.2K -368 -2%
CIP
1677
Capital Insight Partners
Arizona
$2.45M -$18.2K -142 -0.8%
DTC
1678
Davidson Trust Company
Washington
$2.45M +$2.25M +17,548 New
AWM
1679
Aberdeen Wealth Management
Illinois
$2.44M +$2.25M +17,541 New
RWM
1680
RKL Wealth Management
Pennsylvania
$2.44M -$16.7K -130 -0.7%
CPO
1681
Cerity Partners OCIO
New York
$2.43M +$490K +3,819 +27%
Eagle Capital Management (New York)
1682
Eagle Capital Management (New York)
New York
$2.42M -$64.8K -505 -3%
PCG
1683
Private Capital Group
Connecticut
$2.42M -$418K -3,261 -16%
SCI
1684
Stableford Capital II
Arizona
$2.42M -$11.4K -89 -0.5%
OCG
1685
Opus Capital Group
Ohio
$2.41M -$31.3K -244 -1%
FPIS
1686
Financial Planning & Information Services
Wisconsin
$2.41M +$21K +164 +1%
FCA
1687
FLC Capital Advisors
California
$2.41M -$25.7K -200 -1%
ACG
1688
Allen Capital Group
Nebraska
$2.41M +$120K +932 +6%
JIP
1689
Jaffetilchin Investment Partners
Florida
$2.4M +$292K +2,279 +15%
GWMIA
1690
Global Wealth Management Investment Advisory
Florida
$2.4M -$93.1K -726 -4%
BL
1691
BFSG LLC
California
$2.4M +$74.4K +580 +3%
CWM
1692
Connecticut Wealth Management
Connecticut
$2.39M -$64.3K -501 -3%
BG
1693
Berry Group
Massachusetts
$2.39M +$2.2M +17,116 New
NFG
1694
Next Financial Group
Texas
$2.38M +$276K +2,153 +14%
GGHC
1695
Gilder Gagnon Howe & Co
New York
$2.38M -$13.9K -108 -0.6%
OA
1696
Oak Associates
Ohio
$2.37M +$3.21K +25 +0.1%
AIL
1697
AGF Investments LLC
Ontario, Canada
$2.37M +$974K +7,593 +81%
CT
1698
Columbia Trust
Oregon
$2.37M +$2.18M +17,015 New
RA
1699
RFG Advisory
Alabama
$2.37M +$85.3K +665 +4%
AIP
1700
Almanack Investment Partners
Pennsylvania
$2.36M -$129K -1,007 -6%