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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
1101
Buck Wealth Strategies
Colorado
$17.6M +$618K +1,996 +4%
DAC
1102
Dividend Assets Capital
South Carolina
$17.6M -$1.1M -3,549 -6%
GL
1103
Gemsstock Ltd
United Kingdom
$17.5M +$16.8M +54,400 New
CBOR
1104
Community Bank of Raymore
Missouri
$17.5M -$10.5K -34 -0.1%
SIM
1105
Stratos Investment Management
Ohio
$17.5M +$345K +1,115 +2%
MCM
1106
Mengis Capital Management
Oregon
$17.5M -$161K -520 -0.9%
SFO
1107
Stokes Family Office
Louisiana
$17.5M +$1.81M +5,848 +12%
HH
1108
HWG Holdings
Texas
$17.4M +$587K +1,895 +4%
CT
1109
Colonial Trust
South Carolina
$17.3M +$240K +776 +1%
VAS
1110
Valicenti Advisory Services
New York
$17.3M +$32.5K +105 +0.2%
FNA
1111
First National Advisers
Nebraska
$17.2M -$854K -2,759 -5%
AAP
1112
Arax Advisory Partners
Colorado
$17.2M -$2.82M -9,107 -15%
SWA
1113
Stratos Wealth Advisors
Ohio
$17.1M -$74K -239 -0.4%
HVIA
1114
Hudson Valley Investment Advisors
New York
$17.1M -$2.58M -8,337 -14%
ECM
1115
EagleClaw Capital Management
Massachusetts
$17M -$124K -400 -0.8%
WPP
1116
Whalerock Point Partners
Rhode Island
$17M +$286K +923 +2%
IIM
1117
Intact Investment Management
Quebec, Canada
$17M +$3.84M +12,400 +31%
WPI
1118
Walter Public Investments
Canada
$17M -$2.85M -9,219 -15%
ISWM
1119
Intesa Sanpaolo Wealth Management
$17M +$16.3M +52,642 New
LA
1120
Lynch & Associates
Indiana
$17M -$374K -1,208 -2%
CCFCSB
1121
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M – – –
MPM
1122
Meritage Portfolio Management
Kansas
$16.8M -$522K -1,687 -3%
SIC
1123
Sigma Investment Counselors
Michigan
$16.8M -$122K -394 -0.8%
CCP
1124
Clough Capital Partners
Massachusetts
$16.8M -$214K -690 -1%
FM
1125
Foster & Motley
Ohio
$16.7M -$574K -1,853 -3%
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