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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VM
1126
Venator Management
Pennsylvania
$14.8M -$1.59M -5,250 -9%
HIP
1127
Harrell Investment Partners
Texas
$14.8M -$254K -836 -2%
RWM
1128
RKL Wealth Management
Pennsylvania
$14.7M +$7.53M +24,815 +99%
PWS
1129
Peterson Wealth Services
Utah
$14.7M +$15.5K +51 +0.1%
NC
1130
NewSquare Capital
Pennsylvania
$14.6M +$182K +599 +1%
JIP
1131
Jaffetilchin Investment Partners
Florida
$14.6M +$1.02M +3,373 +7%
FHA
1132
Flagship Harbor Advisors
Massachusetts
$14.6M +$305K +1,005 +2%
CAL
1133
Capital Analysts LLC
Pennsylvania
$14.6M -$142K -467 -0.9%
CBTWT
1134
Community Bank & Trust (Waco, Texas)
Texas
$14.6M +$29.4K +97 +0.2%
DSC
1135
Duncker Streett & Co
Missouri
$14.5M -$83.2K -274 -0.6%
WFMPM
1136
Woodley Farra Manion Portfolio Management
Indiana
$14.5M -$245K -808 -2%
SIC
1137
Sigma Investment Counselors
Michigan
$14.5M -$825K -2,717 -5%
CF
1138
Centaurus Financial
California
$14.5M +$286K +943 +2%
PP
1139
PDS Planning
Ohio
$14.5M -$48.6K -160 -0.3%
WPI
1140
Walter Public Investments
Canada
$14.5M -$1.07M -3,540 -7%
CWS
1141
Confluence Wealth Services
Pennsylvania
$14.4M +$836K +2,754 +6%
SWASL
1142
Spartan Wealth Advisory Services LLC
Michigan
$14.4M +$14.8M +48,805 New
ISS
1143
Intesa Sanpaolo SpA.
Italy
$14.3M +$2.1M +6,910 +17%
SFO
1144
Stokes Family Office
Louisiana
$14.3M -$1.74M -5,747 -11%
NGA
1145
Naples Global Advisors
Florida
$14.3M -$6M -19,761 -29%
PFA
1146
Pure Financial Advisors
California
$14.2M +$40.7K +134 +0.3%
BIM
1147
Baldwin Investment Management
Pennsylvania
$14.2M +$18.2K +60 +0.1%
BAM
1148
Brave Asset Management
New Jersey
$14.2M +$110K +361 +0.8%
PI
1149
Pettee Investors
Connecticut
$14.1M +$524K +1,728 +4%
FB
1150
Fulton Bank
Pennsylvania
$14.1M +$451K +1,486 +3%
44 45
46
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