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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWMG
1101
Barrington Strategic Wealth Management Group
Illinois
$1.92M -$41.5K -738 -2%
PHS
1102
Pekin Hardy Strauss
Illinois
$1.92M +$56 +1 +0%
PAI
1103
Pittenger & Anderson Inc
Nebraska
$1.91M +$1.87M +33,185 New
MC
1104
Miles Capital
Iowa
$1.9M -$29.7K -529 -2%
EWM
1105
Edge Wealth Management
New York
$1.89M +$927K +16,485 +101%
HIC
1106
Harvey Investment Company
Kentucky
$1.88M – – –
CBN
1107
Cadence Bank NA
Texas
$1.87M +$232K +4,127 +15%
CAM
1108
Chesapeake Asset Management
New York
$1.86M -$31.2K -555 -2%
RC
1109
RegentAtlantic Capital
New Jersey
$1.86M +$204K +3,626 +13%
WTIM
1110
Wilmington Trust Investment Management
Delaware
$1.86M -$233K -4,150 -11%
RC
1111
Roundview Capital
New Jersey
$1.85M +$207K +3,690 +13%
GWM
1112
Greenwich Wealth Management
Connecticut
$1.84M -$7.59K -135 -0.4%
GJIC
1113
Gamble Jones Investment Counsel
California
$1.83M -$4.83K -86 -0.3%
SCM
1114
Sterling Capital Management
North Carolina
$1.83M +$316K +5,615 +21%
CAM
1115
Centre Asset Management
New York
$1.82M -$32.6K -580 -2%
OCM
1116
One Capital Management
California
$1.82M -$1.52K -27 -0.1%
WOC
1117
West Oak Capital
California
$1.82M -$9.56K -170 -0.5%
CWM
1118
Confluence Wealth Management
Oregon
$1.81M +$118K +2,098 +7%
FMB
1119
Field & Main Bank
Kentucky
$1.8M – – –
BRWA
1120
B. Riley Wealth Advisors
Florida
$1.8M +$1.6M +28,379 +90%
FA
1121
FCG Advisors
New Jersey
$1.79M -$44.1K -784 -2%
SLG
1122
Stanley-Laman Group
Pennsylvania
$1.77M +$252K +4,476 +17%
IIM
1123
Intact Investment Management
Quebec, Canada
$1.77M +$186K +3,300 +12%
MC
1124
Middleton & Co
Massachusetts
$1.76M -$53.4K -950 -3%
LPT
1125
Legacy Private Trust
Wisconsin
$1.76M -$373K -6,635 -18%
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