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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
1001
Bank of Hawaii
Hawaii
$7.87M -$128K -1,147 -2%
SIC
1002
Sigma Investment Counselors
Michigan
$7.86M +$3.14M +28,055 +83%
BAM
1003
Boyar Asset Management
New York
$7.83M -$418K -3,742 -6%
WKWM
1004
Walter & Keenan Wealth Management
Indiana
$7.79M -$75.1K -672 -1%
DAS
1005
Dynamic Advisor Solutions
Arizona
$7.79M +$423K +3,781 +7%
SWM
1006
Segment Wealth Management
Texas
$7.75M -$189K -1,693 -3%
MPIM
1007
McGinn Penninger Investment Management
Virginia
$7.75M +$6.81M +60,969 New
BIM
1008
Bridgecreek Investment Management
Oklahoma
$7.74M +$679K +6,075 +11%
BFIC
1009
Bedell Frazier Investment Counselling
California
$7.74M -$122K -1,092 -2%
WTFG
1010
Wells Trecaso Financial Group
Ohio
$7.72M -$243K -2,175 -3%
PT
1011
Plimoth Trust
Massachusetts
$7.71M +$47.5K +425 +0.7%
CC
1012
Chicago Capital
Illinois
$7.68M +$16.1K +144 +0.2%
JCM
1013
Jacobi Capital Management
Pennsylvania
$7.66M +$27.7K +248 +0.4%
MCM
1014
Mengis Capital Management
Oregon
$7.65M +$164K +1,464 +2%
CC
1015
Constitution Capital
Connecticut
$7.65M +$6.73M +60,213 New
HCM
1016
HGI Capital Management
New York
$7.63M +$1.62M +14,526 +32%
BRCM
1017
Bright Rock Capital Management
Massachusetts
$7.62M – – –
NM
1018
NWI Management
New York
$7.62M – – –
WS
1019
Wedbush Securities
California
$7.62M +$311K +2,779 +5%
ISB
1020
Iowa State Bank
Iowa
$7.62M +$18.3K +164 +0.3%
RWM
1021
Rench Wealth Management
Texas
$7.6M +$109K +974 +2%
IPW
1022
Inlet Private Wealth
Florida
$7.58M -$27.9K -250 -0.4%
BFS
1023
Bard Financial Services
Connecticut
$7.54M +$6.63M +59,340 New
III
1024
Independent Investors Inc
New York
$7.52M -$224K -2,000 -3%
PCM
1025
Penserra Capital Management
California
$7.48M +$2.78M +24,864 +73%
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