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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Spire Wealth Management
Virginia
$11.8M -$21M -142,424 -62%
SIMG
827
Sonora Investment Management Group
Arizona
$11.8M +$703K +4,763 +6%
CJL
828
Cyrus J. Lawrence
New York
$11.8M +$12.7M +86,264 New
CC
829
Cannell & Co
New York
$11.8M -$125K -850 -1%
H
830
HoyleCohen
California
$11.8M +$94.9K +643 +0.8%
APA
831
American Portfolios Advisors
New York
$11.7M +$93.9K +636 +0.7%
MGIA
832
Moneta Group Investment Advisors
Missouri
$11.7M +$6.27M +42,471 +98%
HCM
833
Hilton Capital Management
New York
$11.7M +$32.9K +223 +0.3%
IAN
834
Integrated Advisors Network
Texas
$11.7M +$315K +2,133 +3%
PAM
835
Peak Asset Management
Colorado
$11.7M +$125K +848 +1%
FFM
836
Forum Financial Management
Illinois
$11.7M +$362K +2,454 +3%
AF
837
Alerus Financial
North Dakota
$11.7M -$103K -699 -0.8%
TCBWMS
838
Texas Capital Bank Wealth Management Services
Texas
$11.6M +$1.79M +12,097 +17%
MIC
839
Means Investment Company
Maine
$11.6M +$496K +3,360 +4%
CAM
840
Close Asset Management
United Kingdom
$11.6M – – –
LWM
841
Lyell Wealth Management
California
$11.6M -$96.7K -655 -0.8%
MC
842
Miramar Capital
Illinois
$11.5M +$4.03M +27,330 +48%
HFS
843
Haverford Financial Services
Pennsylvania
$11.5M +$837K +5,672 +7%
RBA
844
Richard Bernstein Advisors
New York
$11.5M – – –
BHWM
845
Bar Harbor Wealth Management
New Hampshire
$11.5M -$92.1K -624 -0.7%
GP
846
Girard Partners
Pennsylvania
$11.4M +$750K +5,083 +6%
JAM
847
JCIC Asset Management
Ontario, Canada
$11.4M -$228K -1,546 -2%
TW
848
Transform Wealth
Colorado
$11.3M +$82.8K +561 +0.7%
GWM
849
Geneos Wealth Management
Colorado
$11.3M -$576K -3,900 -5%
PTC
850
Private Trust Company
Ohio
$11.3M -$615K -4,168 -5%
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