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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Chicago Trust
Illinois
$3.88M -$563K -7,384 -14%
HWA
1052
HCR Wealth Advisors
California
$3.88M +$3.43M +44,948 New
SPC
1053
Sigma Planning Corp
Michigan
$3.88M +$322K +4,221 +10%
WAM
1054
Wealthspire Advisors (Maryland)
Maryland
$3.88M -$382K -5,003 -10%
DPIM
1055
Duff & Phelps Investment Management
Illinois
$3.88M -$125K -1,640 -4%
AR
1056
Advisory Research
Illinois
$3.88M -$578K -7,576 -14%
CII
1057
Capital International Inc
California
$3.87M +$1.48M +19,360 +76%
CBU
1058
CIBC Bank USA
Illinois
$3.85M -$1.76M -23,021 -34%
RMSCM
1059
R.M. Sincerbeaux Capital Management
New York
$3.83M – – –
ACP
1060
Aviance Capital Partners
Florida
$3.82M -$222K -2,917 -6%
HCA
1061
Horan Capital Advisors
Ohio
$3.82M +$11.1K +145 +0.3%
PPSG
1062
Princeton Portfolio Strategies Group
New Jersey
$3.81M +$3.81K +50 +0.1%
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$3.81M +$53.1K +696 +2%
WIS
1064
Wright Investors Service
Connecticut
$3.8M +$1.31M +17,187 +64%
CCP
1065
Cardan Capital Partners
Colorado
$3.79M -$31K -407 -0.9%
BWAM
1066
Boyd Watterson Asset Management
Ohio
$3.79M -$109K -1,424 -3%
CA
1067
CapWealth Advisors
Tennessee
$3.77M -$11.3K -148 -0.3%
BBHC
1068
Brown Brothers Harriman & Co
New York
$3.77M -$50.6K -664 -1%
WPIC
1069
White Pine Investment Company
Michigan
$3.77M -$21.4K -280 -0.6%
GWM
1070
Graybill Wealth Management
Illinois
$3.77M +$55.7K +730 +2%
ACM
1071
Alpha Capital Management
Texas
$3.75M -$1.78M -23,321 -35%
AMM
1072
American Money Management
California
$3.75M -$612K -8,032 -16%
RVM
1073
Robinson Value Management
Texas
$3.74M +$3.31M +43,390 New
AWP
1074
Ascent Wealth Partners
New York
$3.74M -$45.1K -592 -1%
CCG
1075
Cypress Capital Group
Florida
$3.74M +$1.09M +14,290 +49%
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