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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
901
ARS Wealth Advisors Group
Florida
$11.6M +$11.1M +71,028 New
EVM
902
Evelyn V. Moreno
$11.6M -$199K -1,270 -2%
HCM
903
Harvey Capital Management
Florida
$11.6M +$110K +700 +1%
PAM
904
Palisade Asset Management
Minnesota
$11.5M +$78.5K +501 +0.7%
WIC
905
WealthBridge Investment Counsel
Alberta, Canada
$11.5M -$401K -2,555 -4%
VWA
906
Visionary Wealth Advisors
Illinois
$11.4M +$45K +287 +0.4%
IA
907
Icon Advisers
Colorado
$11.3M -$110K -700 -1%
AAM
908
Autus Asset Management
Arizona
$11.3M -$166K -1,056 -2%
CCM
909
Copeland Capital Management
Pennsylvania
$11.3M +$4.1M +26,132 +61%
PMAM
910
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$176K -1,120 -2%
HT
911
Heritage Trust
Oklahoma
$11.2M -$143K -912 -1%
GAM
912
Griffin Asset Management
New York
$11.2M -$103K -655 -0.9%
AAM
913
AR Asset Management
California
$11.2M -$470K -3,000 -4%
GLLW
914
Graves Light Lenhart Wealth
Virginia
$11.2M +$22.9K +146 +0.2%
NW
915
NewEdge Wealth
Pennsylvania
$11.1M +$525K +3,348 +5%
SCA
916
Snowden Capital Advisors
New York
$11.1M +$625K +3,986 +6%
GCA
917
Greenwood Capital Associates
South Carolina
$11.1M -$7.28M -46,419 -41%
MOS
918
MGO One Seven
Ohio
$11.1M +$114K +724 +1%
GH
919
GAM Holding
Switzerland
$11M +$2.51K +16 +0%
BOC
920
Barbara Oil Co
Illinois
$11M – – –
BMM
921
Buffington Mohr McNeal
Idaho
$11M +$59.6K +380 +0.6%
CAC
922
Core Alternative Capital
Georgia
$10.9M +$1.35M +8,625 +15%
TWMP
923
Taylor Wealth Management Partners
Massachusetts
$10.9M +$713K +4,546 +7%
TCM
924
Telos Capital Management
California
$10.9M +$452K +2,881 +5%
BCM
925
Bluefin Capital Management
New York
$10.9M -$8.85M -56,425 -46%
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