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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2551
Trust Company of Oklahoma
Oklahoma
$756K – – –
ARMC
2552
American Research & Management Company
Massachusetts
$752K – – –
RHDIC
2553
R.H. Dinel Investment Counsel
California
$752K – – –
SFG
2554
Sather Financial Group
Texas
$752K +$503K +3,210 +232%
GG
2555
GenWealth Group
New Jersey
$750K – – –
WA1
2556
Wimmer Associates 1
California
$749K -$6.27K -40 -0.9%
AA
2557
Addison Advisors
Vermont
$747K +$157 +1 +0%
HPC
2558
Hobart Private Capital
North Carolina
$746K -$42.5K -271 -6%
Alyeska Investment Group
2559
Alyeska Investment Group
Illinois
$745K +$713K +4,549 New
CAM
2560
Campion Asset Management
Virginia
$743K -$4.39K -28 -0.6%
MIM
2561
Merrion Investment Management
New Jersey
$743K – – –
MGWM
2562
Marks Group Wealth Management
Minnesota
$740K +$247K +1,574 +53%
GSIS
2563
Global Strategic Investment Solutions
Arizona
$739K +$73.1K +466 +12%
FMI
2564
F/M Investments
District of Columbia
$738K +$50.2K +320 +8%
ACA
2565
Affinity Capital Advisors
California
$733K -$62.6K -399 -8%
RAM
2566
Riggs Asset Management
Pennsylvania
$733K +$2.51K +16 +0.4%
HWA
2567
HHM Wealth Advisors
Tennessee
$729K – – –
WC
2568
Westhampton Capital
North Carolina
$728K -$149K -950 -18%
MJRIC
2569
Mogy Joel R Investment Counsel
California
$727K – – –
GSAM
2570
Grant Street Asset Management
Pennsylvania
$726K – – –
LGA
2571
Lebenthal Global Advisors
New York
$726K +$244K +1,559 +54%
GA
2572
Geller Advisors
New York
$724K -$343K -2,189 -33%
CCC
2573
Chelsea Counsel Company
California
$724K – – –
MFGP
2574
Marshall Financial Group (Pennsylvania)
Pennsylvania
$724K +$1.88K +12 +0.3%
MWPCG
2575
Measured Wealth Private Client Group
New Hampshire
$722K -$117K -745 -14%