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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1026
Rampart Investment Management
Connecticut
$7.21M -$144K -1,124 -2%
CFA
1027
Capstone Financial Advisors
Illinois
$7.2M +$11.9K +93 +0.2%
WS
1028
Wedbush Securities
California
$7.19M +$125K +976 +2%
PI
1029
PFS Investments
Georgia
$7.17M +$1.77M +13,781 +37%
SS
1030
Simplicity Solutions
Minnesota
$7.12M +$807K +6,296 +14%
LSPW
1031
Lake Street Private Wealth
Illinois
$7.08M +$656K +5,113 +11%
MPA
1032
Marvin & Palmer Associates
Delaware
$7.07M +$6.51M +50,720 New
BO
1033
BRR OpCo
Ohio
$7.05M -$258K -2,012 -4%
IRF
1034
IBM Retirement Fund
New York
$7.05M -$377K -2,939 -5%
NPT
1035
Nixon Peabody Trust
Massachusetts
$7.03M -$22.1K -172 -0.3%
MME
1036
Meag Munich Ergo
Germany
$7.03M -$21.3M -165,748 -77%
VAS
1037
Valicenti Advisory Services
New York
$7.01M -$5.64K -44 -0.1%
FCH
1038
Freestone Capital Holdings
Washington
$7M +$2.44M +19,011 +61%
GIM
1039
Goelzer Investment Management
Indiana
$6.99M -$43.9K -342 -0.7%
HT
1040
Heritage Trust
Oklahoma
$6.99M +$208K +1,622 +3%
ACM
1041
Adalta Capital Management
New York
$6.97M -$32.4K -253 -0.5%
CRCM
1042
Crystal Rock Capital Management
Illinois
$6.96M – – –
RC
1043
Roundview Capital
New Jersey
$6.94M +$346K +2,696 +6%
AWP
1044
Ascent Wealth Partners
New York
$6.9M -$68.6K -535 -1%
BA
1045
Bristlecone Advisors
Washington
$6.9M +$1.26M +9,819 +25%
PGAM
1046
Princeton Global Asset Management
New Jersey
$6.86M +$1.48M +11,511 +31%
PCM
1047
Prelude Capital Management
New York
$6.82M +$4.02M +31,317 +178%
SA
1048
Strategic Advisors
New York
$6.81M +$5.9K +46 +0.1%
FB
1049
Fulton Bank
Pennsylvania
$6.81M +$112K +876 +2%
MC
1050
Miramar Capital
Illinois
$6.8M -$115K -898 -2%
40 41
42
43 44