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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1726
Landmark Financial Advisors
Kentucky
$2.9M +$222K +1,752 +9%
AMG
1727
Advisors Management Group
Wisconsin
$2.9M +$42.8K +338 +2%
WWA
1728
WCG Wealth Advisors
Nevada
$2.9M +$541K +4,267 +25%
KS
1729
Karpas Strategies
Connecticut
$2.9M +$9K +71 +0.3%
T
1730
TCWP
Ohio
$2.9M -$153K -1,207 -5%
CT
1731
Coastline Trust
Rhode Island
$2.9M +$497K +3,919 +22%
AGA
1732
Accuvest Global Advisors
Utah
$2.9M +$1.33M +10,474 +94%
IP
1733
Intellectus Partners
California
$2.89M +$7.48K +59 +0.3%
MWM
1734
Modera Wealth Management
New Jersey
$2.88M +$205K +1,614 +8%
LCM
1735
Legato Capital Management
California
$2.88M +$2.72M +21,465 New
Edgewood Management
1736
Edgewood Management
Connecticut
$2.88M +$253K +2,000 +10%
SWMP
1737
Signature Wealth Management Partners
New Jersey
$2.87M +$3.8K +30 +0.1%
MA
1738
MCF Advisors
Kentucky
$2.85M +$12.5K +99 +0.5%
WA
1739
Wealth Alliance
New York
$2.84M +$183K +1,448 +7%
HIP
1740
HUB Investment Partners
Texas
$2.84M +$98.5K +777 +4%
VCM
1741
Vivaldi Capital Management
Illinois
$2.84M +$200K +1,580 +8%
GWANC
1742
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.83M +$6.84K +54 +0.3%
FANJ
1743
Financial Architects (New Jersey)
New Jersey
$2.83M +$15K +118 +0.6%
ZCA
1744
Zeke Capital Advisors
Pennsylvania
$2.83M +$434K +3,422 +19%
DFG
1745
Delta Financial Group
New Jersey
$2.83M +$2.72M +21,443 New
SAM
1746
Sycomore Asset Management
France
$2.82M +$439K +3,464 +19%
NAMP
1747
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.82M +$19K +150 +0.7%
SOAMC
1748
Spirit of America Management Corp
New York
$2.82M -$127K -1,000 -5%
APG
1749
Abacus Planning Group
South Carolina
$2.81M +$15.2K +120 +0.6%
SCM
1750
Seascape Capital Management
New Hampshire
$2.8M +$16.2K +128 +0.6%