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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1151
Hendley & Co
Ohio
$5.94M +$24K +215 +0.5%
SFA
1152
Source Financial Advisors
New York
$5.94M +$5.22M +46,727 New
BPM
1153
Bowling Portfolio Management
Ohio
$5.92M -$294K -2,630 -5%
LWCFA
1154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.92M +$175K +1,564 +3%
CAM
1155
Columbia Asset Management
Michigan
$5.9M +$185K +1,659 +4%
TCBWMS
1156
Texas Capital Bank Wealth Management Services
Texas
$5.9M +$40.1K +359 +0.8%
APSI
1157
Asset Planning Services Inc
Louisiana
$5.87M -$8.38K -75 -0.2%
SFS
1158
Strategic Financial Services
New York
$5.85M -$538K -4,815 -9%
LA
1159
Lynch & Associates
Indiana
$5.85M +$44K +394 +0.9%
WSC
1160
Wellington Shields & Co
New York
$5.85M -$58.1K -520 -1%
RC
1161
RBF Capital
California
$5.84M – – –
AWM
1162
Avitas Wealth Management
California
$5.84M +$95.2K +852 +2%
AW
1163
ACG Wealth
Georgia
$5.84M -$183K -1,640 -3%
BB
1164
Berkshire Bank
Massachusetts
$5.81M +$238K +2,131 +5%
KLCM
1165
KG&L Capital Management
Louisiana
$5.79M +$221K +1,981 +5%
SNT
1166
Security National Trust
West Virginia
$5.79M -$30.7K -275 -0.6%
HI
1167
Hoey Investments
Pennsylvania
$5.78M +$771K +6,894 +18%
CS
1168
Comerica Securities
Michigan
$5.77M -$901K -8,058 -15%
RIA
1169
RPG Investment Advisory
California
$5.76M +$123K +1,096 +2%
VWM
1170
Valley Wealth Managers
New Jersey
$5.75M -$74.1K -663 -1%
SA
1171
Strategic Advisors
New York
$5.73M -$539K -4,819 -10%
ECM
1172
EagleClaw Capital Management
Massachusetts
$5.72M -$175K -1,569 -3%
OCM
1173
One Capital Management
California
$5.72M +$353K +3,156 +8%
IIM
1174
Ipswich Investment Management
Massachusetts
$5.71M -$360K -3,225 -7%
LSPW
1175
Lake Street Private Wealth
Illinois
$5.7M -$88K -787 -2%
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47
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