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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
2601
Edgemoor Investment Advisors
Maryland
$529K -$10.8K -97 -2%
WA
2602
Winfield Associates
Ohio
$526K -$145K -1,300 -24%
CL
2603
CIM LLC
New York
$526K +$47.8K +428 +13%
CP
2604
Capital Planning
Washington
$526K +$462K +4,136 New
MAM
2605
Mark Asset Management
New York
$525K – – –
JLBC
2606
J.L. Bainbridge & Co
Florida
$524K +$6.26K +56 +1%
RBCM
2607
Raub Brock Capital Management
California
$521K – – –
FC
2608
FCA Corp
Texas
$521K +$223K +1,996 +95%
SLG
2609
Stanley-Laman Group
Pennsylvania
$521K +$458K +4,098 New
OCPWS
2610
One Charles Private Wealth Services
Massachusetts
$519K +$456K +4,081 New
FP
2611
Financial Perspectives
Minnesota
$519K +$38.3K +343 +9%
RHBC
2612
R.H. Bluestein & Co
Michigan
$518K -$18.4M -164,553 -98%
SAA
2613
Southeast Asset Advisors
Georgia
$518K +$79K +707 +21%
HG
2614
Harbor Group
New Hampshire
$518K +$413K +3,692 New
TI
2615
Truehand Inc
New Hampshire
$517K – – –
CMI
2616
Clare Market Investments
Texas
$517K -$27.6K -247 -6%
FCM
2617
Firestone Capital Management
Florida
$515K +$22.4K +200 +5%
SEP
2618
Southland Equity Partners
Missouri
$513K +$451K +4,033 New
DWP
2619
Destiny Wealth Partners
Florida
$512K +$451K +4,031 New
HWA
2620
Hillcrest Wealth Advisors
New Jersey
$511K -$727K -6,500 -62%
3LCM
2621
3D/L Capital Management
Connecticut
$511K +$456K +4,084 New
BCP
2622
Berkeley Capital Partners
Georgia
$510K +$66.2K +592 +17%
FA
2623
Financial Advisors
Massachusetts
$510K +$201K +1,797 +81%
OHS
2624
Odey Holdings (Switzerland)
Switzerland
$508K +$224K +2,000 +100%
AFS
2625
Aft Forsyth & Sober
Florida
$508K +$447K +4,000 New