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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
Buckley Wealth Management
Nevada
$13.5M -$141K -668 -1%
BHCM
977
Brevan Howard Capital Management
Jersey
$13.5M -$4.2M -19,933 -24%
PGAM
978
Princeton Global Asset Management
New Jersey
$13.5M +$476K +2,258 +4%
SVWAG
979
Sound View Wealth Advisors Group
Georgia
$13.4M +$1.61M +7,624 +14%
FA
980
Fagan Associates
New York
$13.4M +$152K +722 +1%
NAS
981
Nicolet Advisory Services
Wisconsin
$13.4M +$93.5K +444 +0.7%
RCM
982
Radnor Capital Management
Pennsylvania
$13.4M +$1.03M +4,910 +8%
FNA
983
First National Advisers
Nebraska
$13.3M +$246K +1,168 +2%
NFG
984
Nations Financial Group
Iowa
$13.1M +$663K +3,148 +5%
WIC
985
WealthBridge Investment Counsel
Alberta, Canada
$13.1M -$153K -725 -1%
MCM
986
Mitchell Capital Management
Kansas
$13M +$115K +546 +0.9%
JSSH
987
J. Safra Sarasin Holding
$13M +$8.8M +41,796 +209%
CCM
988
Carmel Capital Management
California
$13M -$176K -836 -1%
PI
989
Pettee Investors
Connecticut
$13M – – –
FM
990
Foster & Motley
Ohio
$12.9M -$322K -1,529 -2%
RC
991
Roundview Capital
New Jersey
$12.9M +$370K +1,757 +3%
NSEDCP
992
NJ State Employees Deferred Compensation Plan
New Jersey
$12.9M – – –
CAM
993
Cypress Asset Management
Texas
$12.8M +$231K +1,095 +2%
MGIA
994
Moneta Group Investment Advisors
Missouri
$12.8M +$282K +1,337 +2%
IPW
995
Invictus Private Wealth
Colorado
$12.8M -$210K -998 -2%
ZIG
996
Zuckerman Investment Group
Illinois
$12.8M +$21.1K +100 +0.2%
CWG
997
Cornerstone Wealth Group
North Carolina
$12.7M +$168K +798 +1%
CBOR
998
Community Bank of Raymore
Missouri
$12.7M -$270K -1,281 -2%
WIC
999
Willis Investment Counsel
Georgia
$12.7M -$4.17M -19,780 -25%
VWA
1000
Visionary Wealth Advisors
Illinois
$12.7M -$613K -2,910 -5%
38 39
40
41 42