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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
651
Focus Financial Network
Minnesota
$20.6M +$140K +896 +0.7%
SPC
652
Sigma Planning Corp
Michigan
$20.5M -$237K -1,513 -1%
TCM
653
Tufton Capital Management
Maryland
$20.5M -$179K -1,142 -0.9%
JMFC
654
J.M. Forbes & Co
Massachusetts
$20.5M +$242K +1,542 +1%
CA
655
Callahan Advisors
Texas
$20.4M +$238K +1,517 +1%
MC
656
Moors & Cabot
Massachusetts
$20.4M +$394K +2,516 +2%
RC
657
RegentAtlantic Capital
New Jersey
$20.3M +$804K +5,126 +4%
CFIA
658
Cantor Fitzgerald Investment Advisors
New York
$20.3M -$106K -674 -0.5%
UAS
659
United Asset Strategies
New York
$20.3M +$5.18M +33,020 +36%
TSW
660
Thompson Siegel & Walmsley
Virginia
$20.3M -$17.1K -109 -0.1%
OPCM
661
Osborne Partners Capital Management
California
$20.2M +$251K +1,598 +1%
O
662
Ossiam
France
$20.1M -$24.7M -157,804 -56%
DWM
663
Dakota Wealth Management
Florida
$20.1M -$16.8K -107 -0.1%
AR
664
Advisory Research
Illinois
$20.1M -$6.31M -40,248 -25%
KAS
665
Kemnay Advisory Services
New York
$20.1M – – –
RAM
666
Rempart Asset Management
Canada
$19.9M +$249K +1,586 +1%
RC
667
RBO & Co
California
$19.8M – – –
BHIA
668
Birch Hill Investment Advisors
Massachusetts
$19.6M +$81.5K +520 +0.4%
FPCM
669
Financial Partners Capital Management
New York
$19.5M -$227K -1,450 -1%
AC
670
Alley Company
Illinois
$19.5M +$272K +1,734 +1%
CA
671
CSM Advisors
Pennsylvania
$19.4M +$47K +300 +0.3%
OSAM
672
O'Shaughnessy Asset Management
Connecticut
$19.4M -$12.3M -78,602 -40%
M
673
MOTCO
Texas
$19.3M +$9.56K +61 +0.1%
NEI
674
Northwest & Ethical Investments
Ontario, Canada
$19.3M -$372K -2,374 -2%
AAS
675
Avantax Advisory Services
Texas
$19.2M +$1.52M +9,669 +9%
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