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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1201
Goelzer Investment Management
Indiana
$3.79M +$26.3K +247 +0.6%
OCM
1202
One Capital Management
California
$3.79M +$70.2K +659 +2%
VST
1203
Van Strum & Towne
California
$3.76M -$462K -4,332 -10%
OIA
1204
OneDigital Investment Advisors
Kansas
$3.75M +$3.33M +31,278 +435%
MOS
1205
MGO One Seven
Ohio
$3.75M -$27.8K -261 -0.7%
AWM
1206
AE Wealth Management
Kansas
$3.74M +$7.14K +67 +0.2%
IPW
1207
Inlet Private Wealth
Florida
$3.74M +$4.09M +38,349 New
LNC
1208
Lincoln National Corp
Pennsylvania
$3.74M +$258K +2,426 +7%
HT
1209
Heritage Trust
Oklahoma
$3.68M +$77.1K +724 +2%
TCM
1210
Teza Capital Management
Illinois
$3.67M +$683K +6,412 +21%
CWS
1211
Cypress Wealth Services
California
$3.66M -$53.5K -502 -1%
SAM
1212
Sawgrass Asset Management
Florida
$3.66M -$37.3K -350 -0.9%
WPP
1213
Whalerock Point Partners
Rhode Island
$3.65M -$148K -1,386 -4%
AWM
1214
Alterna Wealth Management
Texas
$3.65M +$4.25M +39,881 New
IMOV
1215
Investment Management of Virginia
Virginia
$3.64M +$45K +422 +1%
HA
1216
Hamel Associates
New Jersey
$3.64M +$3.24M +30,400 +441%
LRPA
1217
L. Roy Papp & Associates
Arizona
$3.63M – – –
SEIA
1218
Signature Estate & Investment Advisors
California
$3.63M +$3.25M +30,539 +457%
BFG
1219
Beacon Financial Group
Texas
$3.63M +$3.29M +30,902 +471%
FMTC
1220
Farmers & Merchants Trust Company
California
$3.62M +$3.95M +37,081 New
DWM
1221
Dorchester Wealth Management
Quebec, Canada
$3.62M +$640K +6,003 +19%
AC
1222
Abbrea Capital
California
$3.62M -$78K -732 -2%
AWM
1223
Altium Wealth Management
New York
$3.61M -$499K -4,679 -11%
EAM
1224
Erste Asset Management
Austria
$3.6M +$3.96M +37,175 New
CAM
1225
Columbia Asset Management
Michigan
$3.6M -$28.4K -267 -0.7%
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