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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1101
Pekin Hardy Strauss
Illinois
$1.92M +$56 +1 +0%
PAI
1102
Pittenger & Anderson Inc
Nebraska
$1.91M +$1.87M +33,185 New
MC
1103
Miles Capital
Iowa
$1.9M -$29.7K -529 -2%
EWM
1104
Edge Wealth Management
New York
$1.89M +$927K +16,485 +101%
HIC
1105
Harvey Investment Company
Kentucky
$1.88M – – –
CBN
1106
Cadence Bank NA
Texas
$1.87M +$232K +4,127 +15%
CAM
1107
Chesapeake Asset Management
New York
$1.86M -$31.2K -555 -2%
RC
1108
RegentAtlantic Capital
New Jersey
$1.86M +$204K +3,626 +13%
WTIM
1109
Wilmington Trust Investment Management
Delaware
$1.86M -$233K -4,150 -11%
RC
1110
Roundview Capital
New Jersey
$1.85M +$207K +3,690 +13%
GWM
1111
Greenwich Wealth Management
Connecticut
$1.84M -$7.59K -135 -0.4%
GJIC
1112
Gamble Jones Investment Counsel
California
$1.83M -$4.83K -86 -0.3%
SCM
1113
Sterling Capital Management
North Carolina
$1.83M +$316K +5,615 +21%
CAM
1114
Centre Asset Management
New York
$1.82M -$32.6K -580 -2%
OCM
1115
One Capital Management
California
$1.82M -$1.52K -27 -0.1%
WOC
1116
West Oak Capital
California
$1.82M -$9.56K -170 -0.5%
CWM
1117
Confluence Wealth Management
Oregon
$1.81M +$118K +2,098 +7%
FMB
1118
Field & Main Bank
Kentucky
$1.8M – – –
BRWA
1119
B. Riley Wealth Advisors
Florida
$1.8M +$1.6M +28,379 +90%
FA
1120
FCG Advisors
New Jersey
$1.79M -$44.1K -784 -2%
SLG
1121
Stanley-Laman Group
Pennsylvania
$1.77M +$252K +4,476 +17%
IIM
1122
Intact Investment Management
Quebec, Canada
$1.77M +$186K +3,300 +12%
MC
1123
Middleton & Co
Massachusetts
$1.76M -$53.4K -950 -3%
LPT
1124
Legacy Private Trust
Wisconsin
$1.76M -$373K -6,635 -18%
CAM
1125
Congress Asset Management
Massachusetts
$1.76M +$79K +1,406 +5%
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