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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2076
Segment Wealth Management
Texas
$1.93M -$244K -1,775 -12%
SCM
2077
Spreng Capital Management
Ohio
$1.93M -$384K -2,790 -17%
PHS
2078
Pekin Hardy Strauss
Illinois
$1.93M +$19.5K +142 +1%
MTC
2079
Matrix Trust Company
Colorado
$1.93M +$126K +914 +7%
HIC
2080
Hartline Investment Corp
Illinois
$1.93M
Aristotle Capital Management
2081
Aristotle Capital Management
California
$1.91M -$40.3K -293 -2%
GKWIM
2082
Gerber Kawasaki Wealth & Investment Management
California
$1.91M +$404K +2,936 +29%
VCM
2083
Violich Capital Management
California
$1.91M -$103K -750 -5%
PWM
2084
Palumbo Wealth Management
New York
$1.91M +$2.75K +20 +0.2%
BCA
2085
Bay Colony Advisors
Massachusetts
$1.91M +$1.38K +10 +0.1%
CW
2086
Channel Wealth
California
$1.9M +$279K +2,030 +18%
DLHL
2087
Donald L. Hagan LLC
Florida
$1.9M -$67.5K -491 -4%
CA
2088
Cornerstone Advisory
Maryland
$1.9M -$323K -2,345 -15%
SW
2089
SlateStone Wealth
Florida
$1.9M -$38.2K -278 -2%
AGC
2090
Aspen Grove Capital
Colorado
$1.89M +$160K +1,166 +10%
JGCM
2091
Joseph Group Capital Management
Ohio
$1.88M +$126K +916 +8%
EG
2092
Ellerson Group
Maryland
$1.88M
RCA
2093
Ranch Capital Advisors
Florida
$1.88M +$4.54K +33 +0.3%
NCM
2094
Neumann Capital Management
California
$1.88M -$41.8K -304 -2%
MCC
2095
Money Concepts Capital
Florida
$1.87M -$2.56M -18,610 -59%
BCM
2096
BlueCrest Capital Management
Jersey
$1.87M +$1.76M +12,828 New
LWMM
2097
Legacy Wealth Management (Mississippi)
Mississippi
$1.86M -$3.3K -24 -0.2%
DWM
2098
Drive Wealth Management
Utah
$1.86M -$50.3K -366 -3%
EIM
2099
Essex Investment Management
Massachusetts
$1.86M +$355K +2,579 +25%
IIA
2100
IPG Investment Advisors
California
$1.85M +$1.24M +9,009 +243%