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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1051
R.M. Davis Inc
Maine
$4.5M +$309K +3,348 +8%
IB
1052
Intrust Bank
Kansas
$4.46M -$41.2K -447 -0.9%
AIS
1053
AlphaOne Investment Services
Pennsylvania
$4.46M +$47.3K +513 +1%
LGC
1054
Laurel Grove Capital
California
$4.45M -$203K -2,200 -5%
AFM
1055
Abbot Financial Management
Massachusetts
$4.44M -$105K -1,134 -3%
BA
1056
Bristol Advisors
Pennsylvania
$4.43M -$65.7M -712,600 -94%
UR
1057
USCA RIA
Texas
$4.42M – – –
SBL
1058
Sargent Bickham Lagudis
Colorado
$4.4M +$163K +1,769 +4%
HCA
1059
Horan Capital Advisors
Ohio
$4.4M -$18.3K -198 -0.4%
ECM
1060
EagleClaw Capital Management
Massachusetts
$4.39M – – –
CSA
1061
Cottage Street Advisors
Massachusetts
$4.39M +$45.6K +495 +1%
CNC
1062
Citizens & Northern Corp
Pennsylvania
$4.38M -$23K -249 -0.5%
ACM
1063
Argyle Capital Management
Pennsylvania
$4.36M – – –
FC
1064
Ferris Capital
Massachusetts
$4.34M -$48.1K -522 -1%
BFA
1065
Bragg Financial Advisors
North Carolina
$4.33M +$132K +1,427 +3%
AWP
1066
Ascent Wealth Partners
New York
$4.32M +$52.1K +565 +1%
AAM
1067
Autus Asset Management
Arizona
$4.3M +$328K +3,560 +9%
ACM
1068
Adalta Capital Management
New York
$4.3M +$206K +2,238 +5%
HIH
1069
HRS Investment Holdings
New York
$4.3M – – –
OAMG
1070
Odey Asset Management Group
United Kingdom
$4.3M +$4.15M +45,000 New
WAM
1071
Wealthspire Advisors (Maryland)
Maryland
$4.28M +$75.3K +817 +2%
CSM
1072
CAMG Solamere Management
North Carolina
$4.26M +$377K +4,084 +10%
BC
1073
Burney Company
Virginia
$4.24M -$202K -2,195 -5%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$4.23M -$35.1K -381 -0.9%
WPIC
1075
White Pine Investment Company
Michigan
$4.22M +$22.1K +240 +0.5%
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