We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2126
Ballast Inc
Kentucky
$566K -$20.9K -196 -3%
MLIC
2127
Mandatum Life Insurance Company
Finland
$566K – – –
BST
2128
Bath Savings Trust
Maine
$563K +$533 +5 +0.1%
FWM
2129
Fairhaven Wealth Management
Illinois
$563K +$615K +5,771 New
VNA
2130
Valley National Advisers
Pennsylvania
$562K +$58.7K +551 +11%
SFG
2131
SNS Financial Group
Minnesota
$561K -$1.36M -12,759 -69%
IWA
2132
Intercontinental Wealth Advisors
Texas
$560K +$108K +1,012 +21%
MKC
2133
M. Kraus & Co
Vermont
$560K +$125K +1,170 +26%
FCIM
2134
Fairview Capital Investment Management
California
$559K -$4.69K -44 -0.8%
LC
2135
Lindbrook Capital
California
$559K +$611K +5,732 New
JWA
2136
JFS Wealth Advisors
Pennsylvania
$558K -$49.6K -466 -8%
AWMF
2137
Arbor Wealth Management (Florida)
Florida
$557K +$53.3K +500 +10%
BFM
2138
Broadview Financial Management
Wisconsin
$556K +$607K +5,700 New
HPWM
2139
Highland Private Wealth Management
Washington
$553K +$45.9K +431 +8%
IR
2140
IAT Reinsurance
New York
$552K – – –
PGA
2141
Portland Global Advisors
Maine
$551K -$98.4K -924 -14%
MFW
2142
Meristem Family Wealth
Minnesota
$551K -$95.4K -895 -14%
WAAG
2143
Wealth Alliance Advisory Group
Kansas
$551K +$115K +1,080 +24%
FWM
2144
Focused Wealth Management
New York
$550K +$23.5K +221 +4%
TIA
2145
Tandem Investment Advisors
South Carolina
$550K +$194K +1,825 +48%
HI
2146
Harrington Investments
California
$549K -$91.1K -855 -13%
MCA
2147
Morris Capital Advisors
Pennsylvania
$549K -$21K -197 -3%
ECAM
2148
East Coast Asset Management
Massachusetts
$548K – – –
SF
2149
Summit Financial
New Jersey
$548K +$598K +5,613 New
MCIA
2150
Mountain Capital Investment Advisors
Colorado
$546K +$24.5K +230 +4%
84 85
86
87 88