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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
2301
Future Financial Wealth Management
Ohio
$911K +$801K +7,168 New
GHAM
2302
Gilman Hill Asset Management
Connecticut
$902K +$266K +2,383 +51%
SCM
2303
Sterneck Capital Management
Missouri
$901K
CCA
2304
Childress Capital Advisors
Texas
$897K +$787K +7,045 New
LA
2305
Latitude Advisors
Florida
$896K +$788K +7,047 New
RZH
2306
Relyea Zuckerberg Hanson
Connecticut
$895K -$5.59K -50 -0.7%
HCP
2307
Hexagon Capital Partners
Arkansas
$894K -$30.9K -276 -4%
Jacobs Levy Equity Management
2308
Jacobs Levy Equity Management
New Jersey
$893K +$513K +4,592 +189%
SPP
2309
Single Point Partners
Massachusetts
$892K -$4.14K -37 -0.5%
HPC
2310
Hobart Private Capital
North Carolina
$891K -$4.47K -40 -0.6%
TC
2311
Tatro Capital
Kentucky
$891K +$484K +4,332 +162%
AF
2312
Affiance Financial
Minnesota
$887K
PWAC
2313
Private Wealth Advisors (California)
California
$887K +$3.58K +32 +0.5%
PCS
2314
Personal CFO Solutions
New Jersey
$887K +$4.02K +36 +0.5%
MKC
2315
M. Kraus & Co
Vermont
$883K -$30.6K -274 -4%
CWC
2316
Carolinas Wealth Consulting
North Carolina
$883K +$161K +1,442 +26%
TWM
2317
Tradition Wealth Management
Minnesota
$883K +$777K +6,952 New
MWM
2318
Madison Wealth Management
Ohio
$877K -$11.3K -101 -1%
DIA
2319
Dean Investment Associates
Ohio
$876K +$3.58K +32 +0.5%
KIC
2320
Keating Investment Counselors
Florida
$869K
PFA
2321
Pathway Financial Advisors
Vermont
$869K
NWM
2322
Northwest Wealth Management
Iowa
$869K +$23.1K +207 +3%
GCM
2323
Galibier Capital Management
Ontario, Canada
$868K -$168K -1,500 -18%
CAM
2324
Cozad Asset Management
Illinois
$866K -$27.3K -244 -3%
MCC
2325
Money Concepts Capital
Florida
$866K +$762K +6,818 New