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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
951
Private Capital Advisors
Connecticut
$5.59M -$697K -5,735 -8%
TI
952
tru Independence
Oregon
$5.57M -$5.48M -45,088 -42%
SS
953
Simplicity Solutions
Minnesota
$5.52M +$1.25M +10,279 +20%
CCT
954
Chemung Canal Trust
New York
$5.52M -$598K -4,924 -7%
SIC
955
Sigma Investment Counselors
Michigan
$5.52M +$120K +986 +2%
III
956
Independent Investors Inc
New York
$5.51M -$24.9K -205 -0.3%
PWW
957
Pettyjohn Wood & White
Virginia
$5.5M +$92.3K +760 +1%
LFAS
958
Level Four Advisory Services
Texas
$5.5M -$541K -4,452 -7%
BWM
959
Buckley Wealth Management
Nevada
$5.49M +$120K +985 +2%
TW
960
Transform Wealth
Colorado
$5.47M +$512K +4,216 +7%
FHB
961
First Hawaiian Bank
Hawaii
$5.45M -$778K -6,405 -10%
FCH
962
Freestone Capital Holdings
Washington
$5.44M +$1.25M +10,266 +20%
WTFG
963
Wells Trecaso Financial Group
Ohio
$5.43M +$97.8K +805 +1%
SC
964
Stolper & Co
Oklahoma
$5.42M +$7.32M +60,235 New
CC
965
Chicago Capital
Illinois
$5.41M +$7.9K +65 +0.1%
PFS
966
Prospera Financial Services
Texas
$5.4M +$806K +6,630 +12%
RWM
967
Rench Wealth Management
Texas
$5.38M -$75K -617 -1%
TF
968
Tompkins Financial
New York
$5.37M +$386K +3,176 +6%
TCM
969
Telos Capital Management
California
$5.37M +$467K +3,845 +7%
SWM
970
Segment Wealth Management
Texas
$5.32M +$51.1K +421 +0.7%
VCA
971
Verdence Capital Advisors
Maryland
$5.31M +$370K +3,047 +5%
IA
972
IFP Advisors
Florida
$5.31M -$227K -1,868 -3%
PGIM
973
Pacific Global Investment Management
California
$5.3M -$322K -2,647 -4%
GFA
974
Gifford Fong Associates
California
$5.29M – – –
SGCA
975
Steel Grove Capital Advisors
Tennessee
$5.28M -$18.5K -152 -0.3%
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