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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
2051
Keudell/Morrison Wealth Management
Oregon
$1.86M +$18.2K +116 +1%
PFGIA
2052
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$124K +790 +7%
CCC
2053
Crescent Capital Consulting
Louisiana
$1.86M -$14.1K -90 -0.7%
MSFS
2054
Main Street Financial Solutions
Pennsylvania
$1.86M -$21.2K -135 -1%
LM
2055
Lincluden Management
Ontario, Canada
$1.86M -$668K -4,256 -26%
HDIM
2056
Hanson & Doremus Investment Management
Vermont
$1.86M -$668K -4,254 -18%
NHC
2057
Nicholas Hoffman & Company
Georgia
$1.85M +$263K +1,676 +16%
PWAG
2058
Polaris Wealth Advisory Group
California
$1.84M +$28K +178 +2%
TAM
2059
Trillium Asset Management
Massachusetts
$1.84M +$355K +2,261 +24%
AIP
2060
Ahrens Investment Partners
Louisiana
$1.84M +$215K +1,369 +13%
BWP
2061
BSW Wealth Partners
Colorado
$1.83M +$63.9K +407 +4%
MCM
2062
Mainstay Capital Management
Michigan
$1.83M -$24.3K -155 -1%
KIC
2063
Kensington Investment Counsel
California
$1.82M +$33K +210 +2%
SFSIG
2064
San Francisco Sentry Investment Group
California
$1.82M -$238K -1,515 -11%
PCP
2065
Proficio Capital Partners
Massachusetts
$1.81M +$10.2K +65 +0.6%
BCM
2066
Breiter Capital Management
Florida
$1.81M +$10.8K +69 +0.6%
TC
2067
Trust Company
Kansas
$1.79M -$34.1K -217 -2%
AWA
2068
Acorn Wealth Advisors
Michigan
$1.79M +$45.4K +289 +3%
GWA
2069
GGM Wealth Advisors
Maryland
$1.79M +$5.65K +36 +0.3%
Jacobs Levy Equity Management
2070
Jacobs Levy Equity Management
New Jersey
$1.79M -$658K -4,187 -27%
MFG
2071
Monte Financial Group
Connecticut
$1.79M -$635K -4,040 -26%
FMT
2072
First Mercantile Trust
Tennessee
$1.79M -$231K -1,474 -11%
GWCM
2073
Godshalk Welsh Capital Management
Pennsylvania
$1.79M -$15.7K -100 -0.8%
FDS
2074
First Dallas Securities
Texas
$1.78M +$126K +800 +7%
SJIM
2075
St. Johns Investment Management
Florida
$1.78M -$19.6K -125 -1%