We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1751
IRON Financial
Illinois
$700K +$259 +3 +0%
BWM
1752
Baystate Wealth Management
Massachusetts
$700K +$40.5K +469 +7%
FFW
1753
Fusion Family Wealth
New York
$696K -$1.38K -16 -0.2%
CBT
1754
Central Bank & Trust
Kentucky
$695K -$59.9K -694 -8%
MCA
1755
Mercer Capital Advisers
New Jersey
$693K – – –
CWM
1756
Connecticut Wealth Management
Connecticut
$690K +$949 +11 +0.1%
HH
1757
Hilltop Holdings
Texas
$690K +$73.1K +847 +13%
SMM
1758
Stadion Money Management
Georgia
$688K -$1.67M -19,313 -72%
BA
1759
BKS Advisors
Michigan
$682K +$15.1K +175 +2%
BCM
1760
Bienville Capital Management
New York
$677K +$112K +1,300 +21%
GI
1761
GS Investments
Minnesota
$676K +$639K +7,400 New
IIM
1762
Intact Investment Management
Quebec, Canada
$676K – – –
LFG
1763
LifePlan Financial Group
Ohio
$676K – – –
FNBSF
1764
First National Bank Sioux Falls
South Dakota
$676K +$85.4K +990 +15%
WCM
1765
Weik Capital Management
Pennsylvania
$671K +$54.8K +635 +9%
HJA
1766
Hugh Johnson Advisors
New York
$670K +$54.5K +632 +9%
FHC
1767
First Heartland Consultants
Missouri
$668K -$22.2K -257 -3%
CIM
1768
Confluence Investment Management
Missouri
$668K +$299K +3,470 +90%
WSL
1769
Western Standard LLC
California
$667K +$630K +7,300 New
CYG
1770
Clean Yield Group
Vermont
$660K – – –
WA
1771
WESPAC Advisors
California
$659K +$622K +7,214 New
PCMC
1772
Paragon Capital Management (Colorado)
Colorado
$657K +$25.2K +292 +4%
SIM
1773
Sonora Investment Management
Arizona
$652K – – –
RWM
1774
Rench Wealth Management
Texas
$650K +$216K +2,506 +54%
TPW
1775
Tiller Private Wealth
Pennsylvania
$648K – – –
69 70
71
72 73