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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANRIA
1051
American National Registered Investment Advisor
Texas
$2.62M – – –
NJBEST
1052
New Jersey Better Educational Savings Trust
New Jersey
$2.61M – – –
PWS
1053
Peloton Wealth Strategists
Indiana
$2.6M +$420K +7,200 +20%
W
1054
Wealthfront
California
$2.6M -$697K -11,939 -21%
AWP
1055
Ascent Wealth Partners
New York
$2.6M +$39.3K +673 +2%
BWM
1056
Braver Wealth Management
Massachusetts
$2.6M +$2.56M +43,853 New
OC
1057
Oarsman Capital
Wisconsin
$2.59M -$47K -804 -2%
HCA
1058
Horan Capital Advisors
Ohio
$2.58M +$47.7K +816 +2%
PMG
1059
ProVise Management Group
Florida
$2.58M +$58.7K +1,005 +2%
PPSG
1060
Princeton Portfolio Strategies Group
New Jersey
$2.57M -$420K -7,187 -14%
NEPWA
1061
New England Private Wealth Advisors
Massachusetts
$2.56M +$292 +5 +0%
ICOM
1062
Investment Counselors of Maryland
Maryland
$2.56M -$803K -13,750 -24%
SFA
1063
Sequoia Financial Advisors
Ohio
$2.56M +$455K +7,785 +22%
SCM
1064
Schnieders Capital Management
California
$2.56M -$135K -2,313 -5%
P
1065
Pitcairn
Pennsylvania
$2.55M -$244K -4,171 -9%
MNBTD
1066
Moody National Bank Trust Division
Texas
$2.53M +$21.9K +375 +0.9%
BAC
1067
Boys Arnold & Co
North Carolina
$2.53M -$7.14M -122,232 -74%
FMWA
1068
Forvis Mazars Wealth Advisors
Missouri
$2.52M +$326K +5,580 +15%
BCM
1069
Blume Capital Management
California
$2.52M -$835K -14,300 -25%
HIH
1070
HRS Investment Holdings
New York
$2.52M – – –
MCM
1071
McMillion Capital Management
North Carolina
$2.5M +$17.6K +302 +0.7%
GXMC
1072
Global X Management Company
New York
$2.49M -$915K -15,664 -27%
FWM
1073
Frontier Wealth Management
Missouri
$2.49M +$55.9K +957 +2%
GPC
1074
Glacier Peak Capital
Washington
$2.48M – – –
TWM
1075
Torch Wealth Management
Ohio
$2.48M -$5.72K -98 -0.2%
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