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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
TruWealth Advisors
Louisiana
$11.9M +$803K +6,994 +7%
DMC
702
Drexel Morgan & Co
Pennsylvania
$11.8M +$11.5K +100 +0.1%
WSTAM
703
Wilbanks Smith & Thomas Asset Management
Virginia
$11.8M +$655K +5,705 +5%
MWM
704
Meridian Wealth Management
Kentucky
$11.7M +$163K +1,419 +1%
UAS
705
United Asset Strategies
New York
$11.7M -$293K -2,553 -2%
PWP
706
Perfromance Wealth Partners
Illinois
$11.7M -$610K -5,319 -5%
JPMIA
707
J.P. Marvel Investment Advisors
Massachusetts
$11.7M -$10.9K -95 -0.1%
MIA
708
MainStreet Investment Advisors
Illinois
$11.6M +$803 +7 +0%
AF
709
Ally Financial
Michigan
$11.6M – – –
CAM
710
Congress Asset Management
Massachusetts
$11.6M -$4.4M -38,322 -26%
AIM
711
Avity Investment Management
Connecticut
$11.6M -$13.7M -119,042 -52%
BWFA
712
Baltimore-Washington Financial Advisors
Maryland
$11.6M -$204K -1,774 -2%
CNC
713
Canandaigua National Corp
New York
$11.5M +$1.43M +12,459 +13%
BRCM
714
Bright Rock Capital Management
Massachusetts
$11.5M +$5.74M +50,000 +83%
TYCC
715
Texas Yale Capital Corp
Florida
$11.5M -$30K -261 -0.2%
GIM
716
Grassi Investment Management
California
$11.4M -$22.6K -197 -0.2%
DP
717
Dearborn Partners
Illinois
$11.4M +$130K +1,130 +1%
NMIMC
718
Northwestern Mutual Investment Management Company
Wisconsin
$11.4M -$2.56M -22,279 -17%
TSW
719
Thompson Siegel & Walmsley
Virginia
$11.3M -$259K -2,259 -2%
AHC
720
Adell Harriman & Carpenter
Texas
$11.3M -$85.5K -745 -0.7%
CTA
721
Colonial Trust Advisors
South Carolina
$11.3M +$491K +4,281 +4%
WFMPM
722
Woodley Farra Manion Portfolio Management
Indiana
$11.3M +$85.2K +742 +0.7%
OCAM
723
Onex Canada Asset Management
Ontario, Canada
$11.2M -$131K -1,141 -1%
IA
724
IFP Advisors
Florida
$11.2M +$693K +6,036 +5%
TC
725
TownSquare Capital
Utah
$11.2M +$226K +1,966 +2%
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