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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1701
Round Table Services
New Jersey
$829K +$19.8K +229 +3%
LCM
1702
Logan Capital Management
Pennsylvania
$826K +$66.9K +775 +9%
AWMF
1703
Arbor Wealth Management (Florida)
Florida
$825K -$61.9K -717 -7%
JFGLC
1704
Johnson Financial Group LLC (Colorado)
Colorado
$825K -$8.46K -98 -1%
MA
1705
MCF Advisors
Kentucky
$824K +$58.8K +681 +8%
LNB
1706
Ledyard National Bank
$822K +$77.7K +900 +11%
GC
1707
Grimes & Company
Massachusetts
$818K -$33K -383 -4%
CBA
1708
Coastal Bridge Advisors
Connecticut
$814K +$8.63K +100 +1%
GWCM
1709
Godshalk Welsh Capital Management
Pennsylvania
$810K
BWP
1710
BSW Wealth Partners
Colorado
$810K +$342K +3,968 +81%
AIA
1711
Allegis Investment Advisors
Idaho
$809K +$76K +881 +11%
KAS
1712
Kemnay Advisory Services
New York
$809K +$764K +8,850 New
BRM
1713
Boston Research & Management
Massachusetts
$795K
HCM
1714
Highlander Capital Management
New Jersey
$795K
GIM
1715
Groesbeck Investment Management
New Jersey
$794K -$78.9K -914 -10%
BJ
1716
Brouwer & Janachowski
California
$794K +$392K +4,547 +110%
SC
1717
Searle & Co
Connecticut
$792K +$23.4K +271 +3%
KPF
1718
K2 Principal Fund
Ontario, Canada
$788K -$4.73M -54,850 -86%
KA
1719
Kovack Advisors
Florida
$786K -$96.4K -1,117 -11%
Kayne Anderson Rudnick Investment Management
1720
Kayne Anderson Rudnick Investment Management
California
$784K
WA
1721
Wealth Architects
California
$774K -$1.38K -16 -0.2%
OLA
1722
Oliver Luxxe Assets
New Jersey
$773K +$12.2K +141 +2%
SWA
1723
SFMG Wealth Advisors
Texas
$770K +$8.46K +98 +1%
BWM
1724
BerganKDV Wealth Management
Minnesota
$767K +$8.63K +100 +1%
GC
1725
Gilbert & Cook
Iowa
$763K +$384K +4,445 +114%