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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
876
Gladstone Institutional Advisory
Florida
$19.7M +$259K +1,110 +1%
NCM
877
Novare Capital Management
North Carolina
$19.5M -$394K -1,690 -2%
TMAM
878
Tokio Marine Asset Management
Japan
$19.5M +$560K +2,404 +3%
MIC
879
Means Investment Company
Maine
$19.5M -$193K -829 -1%
AMBIA
880
Allen Mooney & Barnes Investment Advisors
Georgia
$19.4M -$568K -2,440 -3%
PAM
881
Palisade Asset Management
Minnesota
$19.4M -$71.7K -308 -0.4%
UAS
882
United Asset Strategies
New York
$19.4M -$130K -558 -0.7%
VCA
883
Verdence Capital Advisors
Maryland
$19.3M -$537K -2,306 -3%
MWM
884
Mission Wealth Management
California
$19.2M +$35.9K +154 +0.2%
KWMG
885
King Wealth Management Group
Florida
$19.2M +$635K +2,728 +4%
WF
886
WoodTrust Financial
Wisconsin
$19.2M -$13K -56 -0.1%
TCM
887
Tufton Capital Management
Maryland
$19.2M -$149K -639 -0.8%
AP
888
Archon Partners
New Jersey
$19.2M – – –
GAI
889
General American Investors
New York
$19.2M – – –
GWM
890
GDS Wealth Management
Texas
$19.1M +$573K +2,459 +3%
WCM
891
Whitener Capital Management
North Carolina
$19.1M -$135K -578 -0.7%
CG
892
Caprock Group
Idaho
$19.1M +$684K +2,937 +4%
TIP
893
Torray Investment Partners
Maryland
$19M -$1.89M -8,126 -9%
SFI
894
Siemens Fonds Invest
Germany
$18.9M +$966K +4,146 +6%
BFM
895
Boston Financial Management
Massachusetts
$18.9M +$236K +1,012 +1%
IAN
896
Integrated Advisors Network
Texas
$18.8M -$368K -1,580 -2%
WANY
897
Wealthspire Advisors (New York)
New York
$18.8M +$370K +1,587 +2%
BBI
898
Baxter Bros Inc
Connecticut
$18.8M -$425K -1,824 -2%
JIR
899
James Investment Research
Ohio
$18.8M -$383K -1,646 -2%
FFP
900
FourThought Financial Partners
Florida
$18.7M -$303K -1,303 -2%
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