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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1076
Shepherd Financial Partners
Massachusetts
$5.35M +$13.6K +120 +0.3%
BSW
1077
Buckingham Strategic Wealth
Missouri
$5.34M +$116K +1,022 +2%
VWM
1078
Valley Wealth Managers
New Jersey
$5.34M -$107K -947 -2%
AWM
1079
Altavista Wealth Management
North Carolina
$5.33M +$49.1K +434 +1%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$5.33M -$159K -1,407 -3%
ECM
1081
Elgethun Capital Management
South Dakota
$5.32M +$123K +1,084 +2%
BCM
1082
Buckhead Capital Management
Georgia
$5.31M +$126K +1,116 +3%
HT
1083
HighTower Trust
Texas
$5.31M +$76.1K +673 +2%
EH
1084
Employers Holdings
Nevada
$5.31M +$1.04M +9,200 +26%
ACM
1085
Argyle Capital Management
Pennsylvania
$5.3M +$22.6K +200 +0.4%
SACTSONJ
1086
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.3M – – –
NSLI
1087
Nan Shan Life Insurance
Taiwan
$5.3M +$5.09M +45,000 New
TFS
1088
Thoroughbred Financial Services
Tennessee
$5.28M +$46.1K +408 +0.9%
SS
1089
Simplicity Solutions
Minnesota
$5.27M +$1.25M +11,065 +33%
WCA
1090
Westover Capital Advisors
Delaware
$5.27M -$33.5K -296 -0.7%
SMG
1091
Spectrum Management Group
Indiana
$5.26M -$236K -2,090 -4%
RAM
1092
Redmond Asset Management
Virginia
$5.26M -$89.9K -795 -2%
BFG
1093
Beacon Financial Group
Texas
$5.26M -$49K -433 -1%
PA
1094
Parallel Advisors
California
$5.25M +$229K +2,029 +5%
PA
1095
Perennial Advisors
New York
$5.24M +$133K +1,178 +3%
SBL
1096
Sargent Bickham Lagudis
Colorado
$5.24M -$158K -1,395 -3%
GC
1097
Grimes & Company
Massachusetts
$5.23M +$1.36M +12,017 +37%
SFG
1098
SevenBridge Financial Group
Pennsylvania
$5.21M +$7.24K +64 +0.1%
CAM
1099
Chou Associates Management
Ontario, Canada
$5.21M -$7.35M -65,000 -59%
SAM
1100
Selway Asset Management
$5.19M -$100K -884 -2%
42 43
44
45 46