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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Altavista Wealth Management
North Carolina
$4.58M -$42.2K -385 -0.9%
LGC
1102
Laurel Grove Capital
California
$4.58M +$43.9K +400 +0.9%
RC
1103
Roundview Capital
New Jersey
$4.57M +$891K +8,126 +23%
AFM
1104
Abbot Financial Management
Massachusetts
$4.56M +$66K +602 +1%
BFO
1105
Boston Family Office
Massachusetts
$4.55M +$133K +1,210 +3%
ECM
1106
Elgethun Capital Management
South Dakota
$4.54M -$287K -2,612 -6%
AIS
1107
AlphaOne Investment Services
Pennsylvania
$4.53M -$84.8K -773 -2%
YIA
1108
YHB Investment Advisors
Connecticut
$4.53M +$548 +5 +0%
RWA
1109
River Wealth Advisors
Pennsylvania
$4.53M +$88.4K +806 +2%
GFPC
1110
Global Financial Private Capital
Florida
$4.52M -$802K -7,315 -14%
CAM
1111
Close Asset Management
United Kingdom
$4.5M – – –
AC
1112
Arjuna Capital
North Carolina
$4.5M +$15.8K +144 +0.3%
CNC
1113
Citizens & Northern Corp
Pennsylvania
$4.49M -$254K -2,318 -5%
BPM
1114
Bowling Portfolio Management
Ohio
$4.49M -$136K -1,238 -3%
VST
1115
Van Strum & Towne
California
$4.48M -$114K -1,038 -2%
ACM
1116
Argyle Capital Management
Pennsylvania
$4.48M -$62.5K -570 -1%
CIG
1117
Consolidated Investment Group
Colorado
$4.48M – – –
STA
1118
Summit Trail Advisors
New York
$4.48M -$5.47M -49,872 -54%
SPC
1119
Salient Private Client
Texas
$4.47M -$157K -1,430 -3%
MCM
1120
McMillion Capital Management
North Carolina
$4.47M +$26.7K +243 +0.6%
RL
1121
Ruffer LLP
United Kingdom
$4.47M -$968K -8,822 -17%
AAM
1122
Augustine Asset Management
Florida
$4.46M +$341K +3,108 +8%
SFP
1123
Shepherd Financial Partners
Massachusetts
$4.46M +$302K +2,752 +7%
WPIC
1124
White Pine Investment Company
Michigan
$4.43M -$87.8K -800 -2%
IFAM
1125
Institutional & Family Asset Management
Colorado
$4.42M +$113K +1,030 +2%
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