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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IP
1701
Intellectus Partners
California
$3.18M +$157K +1,089 +5%
CWM
1702
Cordatus Wealth Management
Pennsylvania
$3.16M +$69.3K +482 +2%
DA
1703
DCM Advisors
New York
$3.15M -$517K -3,591 -15%
AMG
1704
Advisors Management Group
Wisconsin
$3.15M -$32.9K -229 -1%
AIM
1705
Anchor Investment Management
South Carolina
$3.15M +$91.8K +638 +3%
CAS
1706
Cascadia Advisory Services
Oregon
$3.15M +$2.98M +20,690 New
SWP
1707
Strategic Wealth Partners
Ohio
$3.15M +$90.2K +627 +3%
IC
1708
Inverness Counsel
New York
$3.13M -$187K -1,299 -6%
KA
1709
Kovack Advisors
Florida
$3.13M +$8.49K +59 +0.3%
HIC
1710
Harvey Investment Company
Kentucky
$3.13M -$45.6K -317 -2%
CAG
1711
Csenge Advisory Group
Florida
$3.12M +$5.18K +36 +0.2%
CCG
1712
Ceeto Capital Group
Florida
$3.12M +$15.4K +107 +0.5%
OF
1713
Outfitter Financial
Maine
$3.11M +$251K +1,745 +9%
ACP
1714
Ashfield Capital Partners
California
$3.11M +$80.1K +557 +3%
CT
1715
Columbia Trust
Oregon
$3.11M +$166K +1,153 +6%
LWAC
1716
Laurel Wealth Advisors (California)
California
$3.11M +$137K +949 +5%
PWA
1717
Phoenix Wealth Advisors
North Carolina
$3.11M -$178K -1,237 -6%
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$3.1M -$46.2K -321 -2%
CA
1719
Continental Advisors
Utah
$3.1M -$1.08M -7,500 -27%
KTC
1720
Kistler-Tiffany Companies
Pennsylvania
$3.1M -$60.6K -421 -2%
AMIM
1721
Aull & Monroe Investment Management
Alabama
$3.08M -$32.4K -225 -1%
RCA
1722
Resonant Capital Advisors
Wisconsin
$3.08M +$155K +1,077 +6%
FPB
1723
First PREMIER Bank
South Dakota
$3.08M +$6.47K +45 +0.2%
AIC
1724
Archer Investment Corporation
Indiana
$3.08M -$37.4K -260 -1%
WP
1725
WMS Partners
Maryland
$3.08M +$92.7K +644 +3%