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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1701
TRUE Private Wealth Advisors
Oregon
$5.97M -$1.01M -3,960 -14%
WAS
1702
Winch Advisory Services
Wisconsin
$5.96M -$27.8K -109 -0.4%
Calamos Wealth Management
1703
Calamos Wealth Management
Illinois
$5.96M +$72.9K +286 +1%
TAP
1704
Tounjian Advisory Partners
Florida
$5.96M +$6.19M +24,284 New
IA
1705
Icon Advisers
Colorado
$5.95M – – –
UB
1706
Umpqua Bank
Oregon
$5.94M -$171K -671 -3%
SIC
1707
Shoker Investment Counsel
Ohio
$5.94M -$4.59K -18 -0.1%
HA
1708
Harbor Advisors
Florida
$5.92M – – –
MAWCM
1709
Mine & Arao Wealth Creation & Management
California
$5.91M +$8.67K +34 +0.1%
GSB
1710
Greenfield Savings Bank
Massachusetts
$5.9M -$74.7K -293 -1%
SIAP
1711
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.9M -$194K -760 -3%
GCA
1712
Gradient Capital Advisors
California
$5.89M -$72.4K -284 -1%
BCM
1713
Bretton Capital Management
California
$5.89M – – –
MFC
1714
Mechanics Financial Corp
Ohio
$5.87M -$32.4K -127 -0.5%
PMSA
1715
Patrick M. Sweeney & Associates
Illinois
$5.87M -$20.4K -80 -0.3%
HCM
1716
Hudson Capital Management
New Jersey
$5.87M +$29.6K +116 +0.5%
TCA
1717
Trifecta Capital Advisors
Illinois
$5.86M +$103K +405 +2%
MCB
1718
Morton Community Bank
Illinois
$5.86M -$256K -1,003 -4%
Laird Norton Wetherby Trust Company
1719
Laird Norton Wetherby Trust Company
Washington
$5.86M – – –
RAM
1720
Roanoke Asset Management
New Jersey
$5.84M +$1.27K +5 +0%
BIP
1721
Blueprint Investment Partners
North Carolina
$5.83M -$47.9K -188 -0.8%
VWMG
1722
Virginia Wealth Management Group
Virginia
$5.83M -$543K -2,129 -8%
CWM
1723
Connecticut Wealth Management
Connecticut
$5.82M +$189K +742 +3%
BEC
1724
Blue Edge Capital
Virginia
$5.81M -$15.6K -61 -0.3%
HWM
1725
Hohimer Wealth Management
Washington
$5.81M +$3.84M +15,065 +175%