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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1901
IRON Financial
Illinois
$747K -$78.8K -778 -10%
CBT
1902
Central Bank & Trust
Kentucky
$746K -$31.2K -308 -4%
PFGIA
1903
Patriot Financial Group Insurance Agency
Massachusetts
$745K +$82.3K +813 +13%
BA
1904
BKS Advisors
Michigan
$744K -$34.5K -341 -5%
Edgewood Management
1905
Edgewood Management
Connecticut
$743K -$10.1K -100 -1%
AWE
1906
Avidian Wealth Enterprises
Texas
$742K -$3.04K -30 -0.4%
FA
1907
Fortis Advisors
Pennsylvania
$740K -$17.8K -176 -2%
NHC
1908
Nicholas Hoffman & Company
Georgia
$739K +$2.33K +23 +0.3%
FFSOTS
1909
Fiduciary Financial Services of The Southwest
Texas
$736K +$697K +6,884 New
NED
1910
Nancy E. Dempze
$732K -$10.1K -100 -1%
RHAM
1911
Round Hill Asset Management
California
$728K -$1.52K -15 -0.2%
TIM
1912
Tortoise Investment Management
New York
$727K +$19.1K +189 +3%
ADBIC
1913
A.D. Beadell Investment Counsel
Wisconsin
$725K
KIC
1914
Keating Investment Counselors
Florida
$725K
HAIM
1915
Hunter Associates Investment Management
Pennsylvania
$725K +$200K +1,979 +41%
AMCA
1916
Arthur M. Cohen & Associates
Illinois
$724K +$751K +7,420 New
LP
1917
LMR Partners
United Kingdom
$721K +$682K +6,738 New
LFG
1918
LifePlan Financial Group
Ohio
$714K
PCAP
1919
Pratt Collard Advisory Partners
New York
$714K +$676K +6,680 New
IIM
1920
Ironwood Investment Management
Massachusetts
$713K
SIC
1921
SFE Investment Counsel
California
$711K +$152K +1,500 +29%
CA
1922
Cornerstone Advisory
Maryland
$709K +$29.4K +290 +5%
CCC
1923
Chelsea Counsel Company
California
$708K -$111K -1,093 -14%
GSBTD
1924
Glenview State Bank Trust Department
Illinois
$706K
RWM
1925
Raffa Wealth Management
District of Columbia
$705K