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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
1026
Bank of Nova Scotia Trust
Ontario, Canada
$2.79M -$1.92M -30,676 -41%
SAM
1027
Sawgrass Asset Management
Florida
$2.78M -$39.7K -635 -1%
PPSG
1028
Princeton Portfolio Strategies Group
New Jersey
$2.77M +$73.6K +1,178 +3%
RMDI
1029
R.M. Davis Inc
Maine
$2.77M +$271K +4,335 +11%
ICOA
1030
Investment Centers of America
North Dakota
$2.77M -$115K -1,844 -4%
RMSCM
1031
R.M. Sincerbeaux Capital Management
New York
$2.76M – – –
NIS
1032
National Investment Services
Wisconsin
$2.75M -$112K -1,793 -4%
ANRIA
1033
American National Registered Investment Advisor
Texas
$2.75M – – –
CSA
1034
Cottage Street Advisors
Massachusetts
$2.74M -$5K -80 -0.2%
HCA
1035
Horan Capital Advisors
Ohio
$2.74M +$30.3K +485 +1%
NJBEST
1036
New Jersey Better Educational Savings Trust
New Jersey
$2.73M – – –
WCP
1037
Welch Capital Partners
New York
$2.73M -$36.9K -590 -1%
HSA
1038
HBK Sorce Advisory
Pennsylvania
$2.73M +$528K +8,455 +24%
GWM
1039
Graybill Wealth Management
Illinois
$2.71M -$53.7K -860 -2%
OC
1040
Oarsman Capital
Wisconsin
$2.71M -$3.12K -50 -0.1%
AWP
1041
Ascent Wealth Partners
New York
$2.7M -$28K -448 -1%
MWAC
1042
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.69M +$136K +2,180 +5%
LPT
1043
Legacy Private Trust
Wisconsin
$2.68M -$795K -12,723 -23%
FMWA
1044
Forvis Mazars Wealth Advisors
Missouri
$2.68M +$31.1K +498 +1%
BCM
1045
Blume Capital Management
California
$2.68M +$33.5K +536 +1%
ITIM
1046
Indiana Trust & Investment Management
Indiana
$2.68M -$73K -1,169 -3%
PMG
1047
ProVise Management Group
Florida
$2.67M -$31.2K -500 -1%
TWM
1048
Torch Wealth Management
Ohio
$2.67M +$68.8K +1,101 +3%
SCM
1049
Schnieders Capital Management
California
$2.67M -$14.1K -225 -0.5%
MNBTD
1050
Moody National Bank Trust Division
Texas
$2.66M +$2.19K +35 +0.1%
40 41
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