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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGC
1051
Laurel Grove Capital
California
$4.46M +$57.2K +663 +1%
GWM
1052
Geneos Wealth Management
Colorado
$4.45M +$1.17M +13,569 +39%
MMG
1053
Monetary Management Group
Missouri
$4.44M -$28K -325 -0.7%
SWM
1054
Segment Wealth Management
Texas
$4.43M +$577K +6,683 +16%
UR
1055
USCA RIA
Texas
$4.42M +$351K +4,069 +9%
EM
1056
Excalibur Management
Massachusetts
$4.39M -$16K -185 -0.4%
MCM
1057
Mengis Capital Management
Oregon
$4.37M +$122K +1,415 +3%
NCMW
1058
Northern Capital Management (Wisconsin)
Wisconsin
$4.33M +$277K +3,210 +7%
HWA
1059
HCR Wealth Advisors
California
$4.32M +$62.6K +725 +2%
IB
1060
Intrust Bank
Kansas
$4.31M +$14.5K +168 +0.4%
VST
1061
Van Strum & Towne
California
$4.27M +$121K +1,400 +3%
RIM
1062
Rainier Investment Management
Washington
$4.26M -$1.93M -22,350 -32%
BC
1063
Burney Company
Virginia
$4.25M +$119K +1,379 +3%
HCA
1064
Horan Capital Advisors
Ohio
$4.22M +$135K +1,570 +4%
AIS
1065
AlphaOne Investment Services
Pennsylvania
$4.22M -$4.31K -50 -0.1%
CNC
1066
Citizens & Northern Corp
Pennsylvania
$4.22M -$192K -2,222 -5%
ECM
1067
EagleClaw Capital Management
Massachusetts
$4.2M – – –
PTC
1068
Philadelphia Trust Company
Pennsylvania
$4.2M -$232K -2,693 -6%
FC
1069
Ferris Capital
Massachusetts
$4.2M +$3.96M +45,926 New
FMC
1070
First Merchants Corp
Indiana
$4.19M +$5.61K +65 +0.1%
ACM
1071
Argyle Capital Management
Pennsylvania
$4.18M -$43.1K -500 -1%
CSA
1072
Cottage Street Advisors
Massachusetts
$4.15M +$43.2K +501 +1%
RCM
1073
Radnor Capital Management
Pennsylvania
$4.14M – – –
AFM
1074
Abbot Financial Management
Massachusetts
$4.12M +$3.89M +45,121 New
HIH
1075
HRS Investment Holdings
New York
$4.11M +$431K +5,000 +13%
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