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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1801
Secure Asset Management
Michigan
$2.73M +$33.5K +233 +1%
EHC
1802
Everett Harris & Co
California
$2.73M -$125K -867 -5%
AIM
1803
Acropolis Investment Management
Missouri
$2.73M +$147K +1,020 +6%
HIC
1804
Holderness Investments Company
North Carolina
$2.72M +$26.2K +182 +1%
Edgewood Management
1805
Edgewood Management
Connecticut
$2.71M
FPIS
1806
Financial Planning & Information Services
Wisconsin
$2.71M +$16K +111 +0.6%
AF
1807
Aldebaran Financial
$2.7M -$45.5K -316 -2%
GIA
1808
Gladstone Institutional Advisory
Florida
$2.7M +$1.93M +13,381 +308%
PHS
1809
Pekin Hardy Strauss
Illinois
$2.69M -$705K -4,900 -22%
RCM
1810
RB Capital Management
Nevada
$2.69M +$37.1K +258 +1%
MWA
1811
Moser Wealth Advisors
Washington
$2.69M
APWM
1812
Atlas Private Wealth Management
New York
$2.67M +$288 +2 +0%
CAC
1813
Certified Advisory Corp
Florida
$2.67M +$2.52M +17,510 New
NAG
1814
Northstar Advisory Group
New Jersey
$2.67M +$768K +5,338 +44%
DAM
1815
Delta Asset Management
Tennessee
$2.66M +$28.5K +198 +1%
CC
1816
Cipher Capital
New York
$2.66M +$2.51M +17,477 New
MC
1817
Martin & Co
Tennessee
$2.66M -$73.7K -512 -3%
GKWIM
1818
Gerber Kawasaki Wealth & Investment Management
California
$2.66M +$1.61M +11,171 +178%
AFS
1819
Access Financial Services
Minnesota
$2.64M +$272K +1,892 +12%
AP
1820
Americana Partners
Texas
$2.64M -$27.9K -194 -1%
RMAM
1821
Raab & Moskowitz Asset Management
New Jersey
$2.63M +$52.2K +363 +2%
SCM
1822
Spreng Capital Management
Ohio
$2.63M +$141K +977 +6%
SFG
1823
StrategIQ Financial Group
Indiana
$2.63M -$377K -2,618 -13%
TCM
1824
Tandem Capital Management
New Jersey
$2.62M +$8.63K +60 +0.3%
RCIM
1825
Red Cedar Investment Management
Michigan
$2.62M +$352K +2,450 +17%