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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1776
WBH Advisory
Maryland
$2.02M -$246K -1,919 -12%
CAG
1777
Csenge Advisory Group
Florida
$2M +$127K +989 +7%
FANJ
1778
Financial Architects (New Jersey)
New Jersey
$1.99M -$37.7K -294 -2%
WWM
1779
Windsor Wealth Management
Indiana
$1.99M -$74.6K -582 -4%
PWA
1780
Providence Wealth Advisors
Illinois
$1.99M -$4.08M -31,807 -69%
FTI
1781
Fiduciary Trust International
Massachusetts
$1.99M +$419K +3,264 +30%
VSWA
1782
Vontobel Swiss Wealth Advisors
Switzerland
$1.99M -$106K -825 -5%
CAM
1783
Cacti Asset Management
Georgia
$1.98M -$128K -1,000 -7%
WIP
1784
Wellesley Investment Partners
Massachusetts
$1.98M -$127K -987 -6%
IAS
1785
Investment Advisory Services
Texas
$1.98M +$1.82M +14,168 New
GFP
1786
Gryphon Financial Partners
Ohio
$1.97M +$11.5K +90 +0.6%
CIM
1787
CIM Investment Management
Pennsylvania
$1.97M -$605K -4,715 -25%
TAM
1788
Townsend Asset Management
North Carolina
$1.97M +$1.81M +14,119 New
BHB
1789
Bank Hapoalim BM
Israel
$1.97M +$7.18K +56 +0.4%
EHC
1790
Everett Harris & Co
California
$1.96M -$82.2K -641 -4%
MLIC
1791
Mandatum Life Insurance Company
Finland
$1.96M +$1.06M +8,279 +143%
APWM
1792
Atlas Private Wealth Management
New York
$1.96M +$1.81M +14,077 New
WCM
1793
Weld Capital Management
New York
$1.94M +$1.79M +13,942 New
LTI
1794
Laffer Tengler Investments
Tennessee
$1.94M +$899K +7,009 +101%
WEPOG
1795
Wealth Enhancement & Preservation of GA
Georgia
$1.93M +$1.78M +13,848 New
CAM
1796
Covenant Asset Management
New Jersey
$1.93M -$6.8K -53 -0.4%
AL
1797
AJO LP
Pennsylvania
$1.93M -$2.63M -20,532 -60%
MFS
1798
Mirabella Financial Services
United Kingdom
$1.92M +$1.77M +13,800 New
JDR
1799
Jay D. Rosenbaum
$1.92M -$23.5K -183 -1%
ETC
1800
Exchange Traded Concepts
Oklahoma
$1.91M +$1.76M +13,696 New