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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2401
Systematic Financial Management
New Jersey
$772K
ICP
2402
Interchange Capital Partners
Pennsylvania
$769K +$676K +6,052 New
HWMG
2403
Hurlow Wealth Management Group
Indiana
$766K +$5.59K +50 +0.8%
JHCP
2404
Jackson Hole Capital Partners
Oklahoma
$764K
PAWC
2405
P.A.W. Capital
Connecticut
$762K -$112K -1,000 -14%
WCM
2406
Wedge Capital Management
North Carolina
$760K
OR
2407
Olympiad Research
Connecticut
$760K +$331K +2,962 +98%
BAM
2408
Bellevue Asset Management
Washington
$757K -$5.48K -49 -0.8%
GTAM
2409
Global Trust Asset Management
Florida
$753K +$35.4K +317 +6%
MHIC
2410
Marble Harbor Investment Counsel
Massachusetts
$752K -$17.9K -160 -3%
EA
2411
Emerald Advisors
Washington
$750K +$79.2K +709 +14%
WFC
2412
Western Financial Corp
California
$750K +$660K +5,904 New
WA
2413
WealthTrust Axiom
Pennsylvania
$749K -$62.5K -559 -9%
AssetMark Inc
2414
AssetMark Inc
California
$746K -$59.5K -532 -8%
BDF
2415
Black Diamond Financial
Maryland
$744K -$98.8K -884 -13%
WWMSC
2416
Wagner Wealth Management (South Carolina)
South Carolina
$744K +$654K +5,854 New
HHGA
2417
Halbert Hargrove Global Advisors
California
$740K +$3.69K +33 +0.6%
SFS
2418
Summit Financial Strategies
Ohio
$736K +$8.61K +77 +1%
LF
2419
Lantz Financial
Illinois
$736K +$48.7K +436 +8%
LC
2420
Lavaca Capital
Texas
$735K +$23.1K +207 +4%
DWM
2421
Darwin Wealth Management
Florida
$733K -$19.4K -174 -3%
IA
2422
Insight Advisors
Pennsylvania
$732K +$644K +5,760 New
MWM
2423
Maltin Wealth Management
New Jersey
$731K -$224K -2,000 -26%
FMI
2424
F/M Investments
District of Columbia
$729K +$642K +5,741 New
VCM
2425
Violich Capital Management
California
$726K +$10.4K +93 +2%