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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2401
Baystate Wealth Management
Massachusetts
$956K +$104K +723 +13%
TC
2402
Truvestments Capital
Florida
$956K +$149K +1,038 +20%
AWMG
2403
Alliance Wealth Management Group
New Jersey
$954K -$372K -2,589 -29%
WMC
2404
Westwood Management Corporation
Illinois
$953K – – –
AIA
2405
Alera Investment Advisors
Illinois
$951K -$2.73K -19 -0.3%
TFCP
2406
Twin Focus Capital Partners
Massachusetts
$951K +$288 +2 +0%
T
2407
TRUADVICE
Florida
$950K -$204K -1,417 -19%
VHAM
2408
Van Hulzen Asset Management
California
$949K -$612K -4,256 -41%
HWMG
2409
Hurlow Wealth Management Group
Indiana
$948K +$28.8K +200 +3%
PIMG
2410
Patriot Investment Management Group
Tennessee
$946K +$333K +2,312 +59%
RB
2411
Rodgers Brothers
Pennsylvania
$943K – – –
BFG
2412
Bouchey Financial Group
New York
$942K +$142K +985 +19%
SCM
2413
SKBA Capital Management
California
$938K -$60.4K -420 -6%
CAM
2414
Cubic Asset Management
Massachusetts
$936K -$17.3K -120 -2%
CFA
2415
CWS Financial Advisors
Michigan
$933K +$432 +3 +0%
CA
2416
Continuum Advisory
Idaho
$930K -$65.2K -453 -7%
SFM
2417
Systematic Financial Management
New Jersey
$925K – – –
Wedge Capital Management
2418
Wedge Capital Management
North Carolina
$925K +$13.8K +96 +2%
JHCP
2419
Jackson Hole Capital Partners
Oklahoma
$921K +$4.75K +33 +0.5%
NFG
2420
Nadler Financial Group
Illinois
$921K +$56.4K +392 +7%
FFA
2421
Freedman Financial Associates
Massachusetts
$918K -$25.2K -175 -3%
LC
2422
Lindbrook Capital
California
$918K +$55.4K +385 +7%
CRWM
2423
Castle Rock Wealth Management
California
$917K +$28.6K +199 +3%
AWG
2424
Altus Wealth Group
Colorado
$917K +$58K +403 +7%
ICM
2425
IMS Capital Management
Oregon
$916K -$1.01M -7,002 -54%