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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1201
Winch Advisory Services
Wisconsin
$3.95M +$379K +3,351 +10%
BBHC
1202
Brown Brothers Harriman & Co
New York
$3.95M -$676K -5,967 -14%
MPA
1203
Marvin & Palmer Associates
Delaware
$3.95M +$474K +4,184 +13%
AIM
1204
Advantage Investment Management
Iowa
$3.94M -$2.27K -20 -0.1%
MSWM
1205
Mader & Shannon Wealth Management
Missouri
$3.93M +$2.08M +18,373 +106%
RC
1206
Roundview Capital
New Jersey
$3.93M -$410K -3,624 -9%
MBTD
1207
Mechanics Bank - Trust Department
California
$3.92M +$58.3K +515 +1%
IMOV
1208
Investment Management of Virginia
Virginia
$3.92M -$70.3K -621 -2%
CCA
1209
Checchi Capital Advisers
California
$3.91M +$28.9K +255 +0.7%
PFS
1210
Prospera Financial Services
Texas
$3.9M +$482K +4,261 +14%
BI
1211
Boulegeris Investments
Georgia
$3.9M +$264K +2,335 +7%
SAM
1212
Symphony Asset Management
California
$3.89M +$614K +5,422 +18%
TBNY
1213
Trustco Bank (New York)
New York
$3.89M -$86.8K -767 -2%
LCC
1214
Lincoln Capital Corp
Rhode Island
$3.87M +$4.3K +38 +0.1%
DT
1215
Diversified Trust
Tennessee
$3.87M +$23.6K +208 +0.6%
SMFG
1216
Sumitomo Mitsui Financial Group
Japan
$3.86M +$427K +3,774 +12%
GKFF
1217
George Kaiser Family Foundation
Oklahoma
$3.85M – – –
LBC
1218
Lawrence B. Cohen
$3.85M -$421K -3,715 -10%
TCM
1219
Teza Capital Management
Illinois
$3.83M +$2.64M +23,346 +203%
PWS
1220
Peloton Wealth Strategists
Indiana
$3.82M -$79.3K -700 -2%
OCM
1221
One Capital Management
California
$3.82M -$84K -742 -2%
BDWM
1222
Brewin Dolphin Wealth Management
Ireland
$3.8M +$60.6K +535 +2%
GSC
1223
G&S Capital
Colorado
$3.8M -$8.95K -79 -0.2%
ADL
1224
Asset Dedication LLC
California
$3.79M +$527K +4,657 +16%
SGA
1225
Strategic Global Advisors
California
$3.79M -$453 -4 -0%
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