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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1951
Advisor Resource Council
Texas
$6.03M +$46K +148 +0.8%
1WA
1952
180 Wealth Advisors
Washington
$6.02M -$65.8K -212 -1%
AEPWM
1953
Atlantic Edge Private Wealth Management
Florida
$6.02M +$48.1K +155 +0.9%
IIC
1954
Integrated Investment Consultants
Michigan
$6.01M +$1.55K +5 +0%
SP
1955
Sherman Porfolios
Idaho
$6.01M -$31.4K -101 -0.5%
FWM
1956
Forza Wealth Management
Florida
$5.97M
FAP
1957
Financial Advisory Partners
Florida
$5.97M -$65.2K -210 -1%
TAM
1958
Titleist Asset Management
Texas
$5.96M +$329K +1,060 +6%
ALA
1959
Atlas Legacy Advisors
California
$5.94M +$1.14M +3,670 +25%
WAAG
1960
Wealth Alliance Advisory Group
Kansas
$5.94M +$1.11M +3,573 +25%
GWM
1961
Graybill Wealth Management
Illinois
$5.93M
CWS
1962
Cypress Wealth Services
California
$5.93M -$80.4K -259 -1%
DMKJ
1963
David M. Knott Jr
$5.92M -$428K -1,379 -7%
CH
1964
Canton Hathaway
Rhode Island
$5.92M -$186K -600 -3%
HDA
1965
Harold Davidson & Associates
California
$5.92M -$120K -385 -2%
TP
1966
Tranquility Partners
Tennessee
$5.91M +$49.1K +158 +0.9%
SFG
1967
Snider Financial Group
Washington
$5.9M +$109K +352 +2%
NDSI
1968
Newman Dignan & Sheerar Inc
Rhode Island
$5.9M -$76.1K -245 -1%
HBT
1969
Heartland Bank & Trust
Illinois
$5.9M +$72K +232 +1%
OL
1970
Optas LLC
Texas
$5.9M +$80.7K +260 +1%
RE
1971
Rydar Equities
Texas
$5.89M +$231K +745 +5%
QWM
1972
Quadcap Wealth Management
Texas
$5.89M +$256K +823 +5%
SHFG
1973
S Harris Financial Group
Texas
$5.89M +$8.07K +26 +0.1%
DA
1974
Denali Advisors
California
$5.88M +$62.1K +200 +1%
LCM
1975
Leisure Capital Management
California
$5.87M +$7.76K +25 +0.1%