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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1726
SNS Financial Group
Minnesota
$679K +$343K +3,890 +102%
PHK
1727
Point72 Hong Kong
Hong Kong
$678K +$681K +7,718 New
IF
1728
IRON Financial
Illinois
$672K +$88.5K +1,003 +15%
FFW
1729
Fusion Family Wealth
New York
$670K +$673K +7,628 New
AWA
1730
Arete Wealth Advisors
Illinois
$668K +$52.4K +594 +8%
DTL
1731
Dynamic Technology Lab
Singapore
$668K +$670K +7,595 New
MCA
1732
Mercer Capital Advisers
New Jersey
$666K
FHC
1733
First Heartland Consultants
Missouri
$665K -$78.8K -893 -11%
CIC
1734
Chilton Investment Company
Connecticut
$662K
QT
1735
Quantbot Technologies
New York
$662K +$665K +7,543 New
GA
1736
Gateway Advisory
New Jersey
$657K -$19.9K -226 -3%
HA
1737
Hamel Associates
New Jersey
$652K
IIM
1738
Intact Investment Management
Quebec, Canada
$650K -$644K -7,300 -50%
LFG
1739
LifePlan Financial Group
Ohio
$650K -$17.3K -196 -3%
KIC
1740
Keating Investment Counselors
Florida
$644K
DA
1741
Dillon & Associates
Michigan
$643K +$645K +7,310 New
BA
1742
BKS Advisors
Michigan
$640K -$33.1K -375 -5%
NHC
1743
Nicholas Hoffman & Company
Georgia
$639K -$42.6K -483 -6%
CWM
1744
Connecticut Wealth Management
Connecticut
$637K -$17.8K -202 -3%
HHGA
1745
Halbert Hargrove Global Advisors
California
$635K -$32.8K -372 -5%
CYG
1746
Clean Yield Group
Vermont
$629K +$356K +4,030 +129%
SIM
1747
Sonora Investment Management
Arizona
$627K
Edgewood Management
1748
Edgewood Management
Connecticut
$624K -$15.9K -180 -2%
TPW
1749
Tiller Private Wealth
Pennsylvania
$623K -$22.8K -258 -4%
AP
1750
Atwood & Palmer
Missouri
$621K +$88.2K +1,000 +16%