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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1001
Mengis Capital Management
Oregon
$8.24M -$175K -1,185 -2%
IPW
1002
Inlet Private Wealth
Florida
$8.24M +$26.4K +179 +0.3%
IWP
1003
Icon Wealth Partners
Texas
$8.24M +$637K +4,317 +8%
AIA
1004
Allied Investment Advisors
Montana
$8.2M +$584K +3,954 +7%
LFAS
1005
Level Four Advisory Services
Texas
$8.2M +$373K +2,528 +4%
BRCM
1006
Bright Rock Capital Management
Massachusetts
$8.18M – – –
NM
1007
NWI Management
New York
$8.18M – – –
BBP
1008
Banco BTG Pactual
Brazil
$8.18M +$8.86M +60,000 New
CNB
1009
Camden National Bank
Maine
$8.16M +$46.8K +317 +0.5%
ELC
1010
Edgar Lomax Company
Virginia
$8.15M +$8.82M +59,775 New
SC
1011
Savant Capital
Illinois
$8.14M -$155K -1,052 -2%
CHAM
1012
Clear Harbor Asset Management
Connecticut
$8.13M +$1.74M +11,804 +25%
BOH
1013
Bank of Hawaii
Hawaii
$8.11M -$78.1K -529 -0.9%
HFM
1014
Hartford Financial Management
Connecticut
$8.1M -$63.9K -433 -0.7%
AA
1015
Apriem Advisors
California
$8.1M -$57.9K -392 -0.7%
SMG
1016
Spectrum Management Group
Indiana
$8.07M +$113K +768 +1%
BWP
1017
Baldwin Wealth Partners
Massachusetts
$8.07M +$975K +6,602 +13%
III
1018
Independent Investors Inc
New York
$8.06M – – –
PA
1019
Perennial Advisors
New York
$8.06M +$370K +2,508 +4%
AWM
1020
Apollon Wealth Management
South Carolina
$8.05M +$78.5K +532 +0.9%
RFMS
1021
RWQ Financial Management Services
Florida
$8.04M -$4.09M -27,740 -32%
ACM
1022
Adalta Capital Management
New York
$8.03M -$117K -796 -1%
GFA
1023
Gifford Fong Associates
California
$8.02M – – –
RWA
1024
Ropes Wealth Advisors
Massachusetts
$7.97M -$120K -812 -1%
AF
1025
Arrow Financial
New York
$7.96M -$200K -1,355 -2%
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