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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1076
Frank Rimerman Advisors
California
$11.2M +$9.57M +48,930 +743%
BSC
1077
Brown Shipley & Co
United Kingdom
$11.2M -$981K -5,016 -8%
TIM
1078
Thompson Investment Management
Wisconsin
$11.2M -$1.62M -8,294 -13%
XWM
1079
Xcel Wealth Management
Florida
$11.2M -$1.19M -6,085 -10%
ECM
1080
EagleClaw Capital Management
Massachusetts
$11.2M -$78.2K -400 -0.7%
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$824K +4,213 +8%
NP
1082
NorthRock Partners
Minnesota
$11.1M +$242K +1,240 +2%
EWM
1083
Executive Wealth Management
Michigan
$11.1M +$182K +930 +2%
SFM
1084
Soros Fund Management
New York
$11M +$3.93M +20,100 +58%
HIA
1085
Harbor Investment Advisory
Maryland
$11M -$12.5K -64 -0.1%
CAL
1086
Capital Analysts LLC
Pennsylvania
$11M -$2.35K -12 -0%
TWM
1087
Trueblood Wealth Management
Ohio
$11M -$11.9K -61 -0.1%
FDP
1088
Financiere des Professionnels
Quebec, Canada
$11M -$1.57M -8,042 -13%
DAC
1089
Dividend Assets Capital
South Carolina
$11M +$853K +4,363 +9%
FCT
1090
Family Capital Trust
Massachusetts
$11M -$107K -546 -1%
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11M +$516K +2,641 +5%
HFM
1092
Hartford Financial Management
Connecticut
$10.9M -$205K -1,048 -2%
ECM
1093
Element Capital Management
New York
$10.9M +$10.6M +54,115 New
IWM
1094
IHT Wealth Management
Illinois
$10.9M +$60.4K +309 +0.6%
OMC
1095
Overbrook Management Corp
New York
$10.9M -$361K -1,848 -3%
MCP
1096
Mirador Capital Partners
California
$10.9M -$14.1K -72 -0.1%
IPW
1097
Inlet Private Wealth
Florida
$10.9M -$114K -582 -1%
PAI
1098
Pittenger & Anderson Inc
Nebraska
$10.9M +$47.7K +244 +0.5%
CAM
1099
Close Asset Management
United Kingdom
$10.9M +$739K +3,778 +8%
LTI
1100
Laffer Tengler Investments
Tennessee
$10.8M +$760K +3,889 +8%
42 43
44
45 46