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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VWMG
1726
Virginia Wealth Management Group
Virginia
$2.43M +$38.2K +308 +1%
PPWP
1727
Proquility Private Wealth Partners
Nevada
$2.43M +$10K +81 +0.4%
MGWM
1728
Marks Group Wealth Management
Minnesota
$2.43M +$1.81M +14,593 +209%
BDF
1729
Balasa Dinverno & Foltz
$2.43M -$131K -1,058 -5%
IP
1730
Investment Partners
Ohio
$2.43M +$20.8K +168 +0.8%
RFMS
1731
RWQ Financial Management Services
Florida
$2.43M -$4.64M -37,460 -63%
FFA
1732
Founders Financial Alliance
North Carolina
$2.43M -$48.1K -388 -2%
ACP
1733
Ashfield Capital Partners
California
$2.42M +$38.5K +311 +1%
KS
1734
Karpas Strategies
Connecticut
$2.42M +$33.2K +268 +1%
MWM
1735
Modera Wealth Management
New Jersey
$2.41M +$170K +1,371 +7%
GFS
1736
GYL Financial Synergies
Connecticut
$2.41M +$252K +2,034 +11%
AHIA
1737
Andrew Hill Investment Advisors
Florida
$2.41M +$1.68M +13,565 +174%
APG
1738
Abacus Planning Group
South Carolina
$2.4M +$75.3K +608 +3%
SWMP
1739
Signature Wealth Management Partners
New Jersey
$2.4M +$87.6K +707 +3%
ST
1740
Sentinel Trust
Texas
$2.4M -$6.69K -54 -0.3%
CB
1741
CNB Bank
Pennsylvania
$2.4M +$96K +775 +4%
MA
1742
MCF Advisors
Kentucky
$2.4M +$940K +7,587 +55%
ARC
1743
Advisor Resource Council
Texas
$2.4M +$1.16M +9,341 +78%
PCM
1744
Poehling Capital Management
Wisconsin
$2.4M -$30.1K -243 -1%
RP
1745
Rowlandmiller & Partners
Georgia
$2.4M +$19.2K +155 +0.7%
OF
1746
Outfitter Financial
Maine
$2.39M +$36.5K +295 +1%
FUBT
1747
First United Bank & Trust
Maryland
$2.39M -$17.7K -143 -0.7%
TNAM
1748
Terra Nova Asset Management
New York
$2.38M -$49.6K -400 -2%
CCA
1749
Cobblestone Capital Advisors
New York
$2.38M -$30.9K -249 -1%
LWM
1750
Ledge Wealth Management
Minnesota
$2.38M +$810K +6,536 +45%