We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1876
Tortoise Investment Management
New York
$58K -$55.1K -882 -49%
SCA
1877
Stuart Chaussee & Associates
California
$57K – – –
KLI
1878
Kelman-Lazarov Inc
Tennessee
$56.7K – – –
NC
1879
NewSquare Capital
Pennsylvania
$56K -$7.25K -116 -11%
TWMP
1880
Taylor Wealth Management Partners
Massachusetts
$56K – – –
OAJ
1881
Ogorek Anthony Joseph
New York
$53K – – –
PO
1882
Private Ocean
California
$46K – – –
BCFS
1883
Butensky & Cohen Financial Security
Florida
$44K – – –
GS
1884
GAM Systematic
United Kingdom
$43K +$43.2K +692 New
JSAM
1885
J. Safra Asset Management
New York
$42K -$360K -5,758 -89%
HWP
1886
Hefty Wealth Partners
Indiana
$40K +$6.5K +104 +19%
FPTW
1887
Franklin, Parlapiano, Turner & Welch
Texas
$40K +$9.93K +159 +33%
AWMS
1888
Advocacy Wealth Management Services
Georgia
$38K -$11.7K -188 -23%
AI
1889
ArchPoint Investors
Florida
$37K – – –
NHFG
1890
New Harbor Financial Group
Massachusetts
$37K +$37.3K +597 New
SA
1891
SRH Advisors
Kansas
$35K -$11.7K -187 -25%
IP
1892
Isthmus Partners
Wisconsin
$32K – – –
CP
1893
Corbenic Partners
Pennsylvania
$30K – – –
DOA
1894
D'Orazio & Associates
Virginia
$30K +$62 +1 +0.2%
YL
1895
YCG LLC
Texas
$29K – – –
RWG
1896
Regal Wealth Group
California
$28K +$125 +2 +0.4%
CG
1897
Cutler Group
California
$25K -$1.7M -27,167 -99%
CFN
1898
Cordasco Financial Network
Florida
$21K – – –
IF
1899
Ironwood Financial
Arizona
$21K – – –
HCM
1900
Herndon Capital Management
Georgia
$21K +$21K +337 New
74 75
76
77 78