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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1101
Consolidated Investment Group
Colorado
$3.93M +$863K +10,000 +30%
ACM
1102
Adalta Capital Management
New York
$3.91M -$220K -2,544 -6%
RWA
1103
River Wealth Advisors
Pennsylvania
$3.89M +$28K +324 +0.8%
MCM
1104
McMillion Capital Management
North Carolina
$3.89M +$2.59K +30 +0.1%
PAM
1105
Paradigm Asset Management
New York
$3.87M +$3.65M +42,300 New
ACP
1106
Aviance Capital Partners
Florida
$3.87M +$30.6K +355 +0.8%
YIA
1107
YHB Investment Advisors
Connecticut
$3.86M -$1.26M -14,570 -26%
HA
1108
Halsey Associates
Connecticut
$3.86M -$35.1K -407 -1%
SFP
1109
Shepherd Financial Partners
Massachusetts
$3.85M -$304K -3,523 -8%
AAM
1110
Augustine Asset Management
Florida
$3.85M +$605K +7,009 +20%
HT
1111
Heritage Trust
Oklahoma
$3.84M -$18.7K -217 -0.5%
CAI
1112
Capital Advisors Inc
Oklahoma
$3.84M +$2.58M +29,947 +247%
MC
1113
Martin & Co
Tennessee
$3.84M +$8.2K +95 +0.2%
ST
1114
Spot Trading
Illinois
$3.83M +$3.62M +41,920 New
MNBTD
1115
Moody National Bank Trust Division
Texas
$3.82M -$19.4K -225 -0.5%
GAM
1116
Gotham Asset Management
New York
$3.82M +$197K +2,288 +6%
ITIM
1117
Indiana Trust & Investment Management
Indiana
$3.81M +$23.8K +276 +0.7%
CCM
1118
Coldstream Capital Management
Washington
$3.81M +$219K +2,540 +6%
AAM
1119
Autus Asset Management
Arizona
$3.79M +$335K +3,877 +10%
IWA
1120
IBEX Wealth Advisors
New Jersey
$3.78M +$303K +3,509 +9%
KIG
1121
Kessler Investment Group
Indiana
$3.76M -$84.6K -980 -2%
HSA
1122
HBK Sorce Advisory
Pennsylvania
$3.76M +$36.3K +421 +1%
RC
1123
RBF Capital
California
$3.75M – – –
BFO
1124
Boston Family Office
Massachusetts
$3.71M +$233K +2,705 +7%
CSM
1125
CAMG Solamere Management
North Carolina
$3.71M +$159K +1,841 +5%
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