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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
G
1101
GlobalBridge
Minnesota
$2.1M +$15.2K +263 +0.8%
WS
1102
Wedbush Securities
California
$2.09M +$16.5K +286 +0.8%
PPSG
1103
Princeton Portfolio Strategies Group
New Jersey
$2.09M -$265K -4,593 -12%
SCI
1104
S&CO Inc
Massachusetts
$2.08M -$11.6K -200 -0.6%
HCC
1105
Hirtle Callaghan & Co
Pennsylvania
$2.08M +$27.5K +476 +1%
BSWMG
1106
Barrington Strategic Wealth Management Group
Illinois
$2.07M +$113K +1,950 +6%
MPWT
1107
MassMutual Private Wealth & Trust
Connecticut
$2.06M +$343K +5,931 +21%
CCM
1108
Coldstream Capital Management
Washington
$2.05M +$39.1K +676 +2%
MC
1109
Miles Capital
Iowa
$2.04M -$169K -2,923 -8%
CL
1110
CSS LLC
Illinois
$2.03M – – –
WWM
1111
Willingdon Wealth Management
North Carolina
$2.03M +$1.11M +19,169 +135%
AAM
1112
Aureus Asset Management
Massachusetts
$2.02M +$151K +2,615 +9%
PHS
1113
Pekin Hardy Strauss
Illinois
$2.02M +$646K +11,177 +51%
CS
1114
Cannell & Spears
New York
$2.02M -$392K -6,775 -17%
AC
1115
Addison Capital
Pennsylvania
$2M +$154K +2,660 +9%
CA
1116
Cetera Advisors
Colorado
$2M +$227K +3,923 +13%
RBC
1117
Ronald Blue & Co
Georgia
$2M +$9.71K +168 +0.5%
CAM
1118
Chesapeake Asset Management
New York
$1.99M – – –
GD
1119
Grandfield & Dodd
New York
$1.99M -$101K -1,744 -5%
HIC
1120
Harvey Investment Company
Kentucky
$1.99M +$59.2K +1,025 +3%
SIM
1121
SSI Investment Management
California
$1.97M -$2.34M -40,519 -55%
CAM
1122
Centre Asset Management
New York
$1.96M +$164K +2,840 +10%
MWP
1123
Moller Wealth Partners
$1.95M – – –
TSWM
1124
Triangle Securities Wealth Management
North Carolina
$1.95M +$10.4K +180 +0.4%
GWM
1125
Greenwich Wealth Management
Connecticut
$1.95M -$94K -1,627 -5%
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