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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
701
Baltimore-Washington Financial Advisors
Maryland
$29.2M +$660K +2,589 +2%
OPCM
702
Osborne Partners Capital Management
California
$29.1M -$1.57M -6,170 -5%
CANC
703
Culbertson A N & Co
Virginia
$28.9M +$11.5K +45 +0%
AWM
704
Absher Wealth Management
North Carolina
$28.9M +$524K +2,057 +2%
GGS
705
Galvin Gaustad & Stein
Arizona
$28.7M -$3.31M -12,984 -10%
AHC
706
Adell Harriman & Carpenter
Texas
$28.6M -$127K -499 -0.4%
AWA
707
Arkadios Wealth Advisors
Georgia
$28.5M +$7.77M +30,459 +36%
SIA
708
Sit Investment Associates
Minnesota
$28.5M +$2.6M +10,214 +10%
BC
709
Burney Company
Virginia
$28.3M +$1.22M +4,786 +4%
RCP
710
Rothschild Capital Partners
New York
$28.1M +$1.08M +4,225 +4%
SIMG
711
Sonora Investment Management Group
Arizona
$28.1M +$195K +763 +0.7%
PCMF
712
Private Capital Management (Florida)
Florida
$28M -$13K -51 -0%
CIA
713
Concurrent Investment Advisors
Florida
$27.9M +$2.36M +9,260 +9%
JCM
714
Janney Capital Management
Pennsylvania
$27.9M -$1.04M -4,070 -3%
FMI
715
F/M Investments
District of Columbia
$27.9M -$2.85M -11,176 -9%
DMC
716
Drexel Morgan & Co
Pennsylvania
$27.9M – – –
SGAM
717
Smith Group Asset Management
Texas
$27.8M +$730K +2,863 +3%
AWAG
718
ARS Wealth Advisors Group
Florida
$27.7M -$885K -3,471 -3%
CAM
719
Congress Asset Management
Massachusetts
$27.7M -$541K -2,123 -2%
TA
720
TruWealth Advisors
Louisiana
$27.6M -$3.67M -14,391 -11%
MIM
721
Manitou Investment Management
Ontario, Canada
$27.5M +$236K +927 +0.8%
PL
722
Parkwood LLC
Ohio
$27.5M +$28.6M +112,109 New
CTA
723
Colonial Trust Advisors
South Carolina
$27.4M +$450K +1,766 +2%
MFG
724
Merit Financial Group
Georgia
$27.3M +$4.02M +15,781 +17%
SCA
725
Stillwater Capital Advisors
Pennsylvania
$27.2M -$377K -1,478 -1%
27 28
29
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