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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1226
Oxford Financial Group
Indiana
$6.54M -$61K -389 -1%
BCM
1227
Buckhead Capital Management
Georgia
$6.52M -$109K -696 -2%
MBTD
1228
Mechanics Bank - Trust Department
California
$6.5M -$9.72K -62 -0.2%
CIG
1229
Consolidated Investment Group
Colorado
$6.5M -$517K -3,300 -8%
KCM
1230
Karp Capital Management
California
$6.46M +$291K +1,857 +5%
WSC
1231
Wellington Shields & Co
New York
$6.46M +$3.14K +20 +0.1%
SP
1232
Symmetry Partners
Connecticut
$6.45M +$753K +4,806 +14%
CW
1233
CreativeOne Wealth
Kansas
$6.42M +$86.1K +549 +1%
FPS
1234
Fieldpoint Private Securities
Connecticut
$6.41M +$32.5K +207 +0.5%
S
1235
Surevest
California
$6.41M +$80.4K +513 +1%
RDWM
1236
Red Door Wealth Management
Tennessee
$6.4M +$509K +3,247 +9%
EF
1237
Empirical Finance
Pennsylvania
$6.38M +$329K +2,098 +6%
HWA
1238
Heritage Wealth Advisors
Virginia
$6.38M -$38.9K -248 -0.6%
VPI
1239
Value Partners Investments
Manitoba, Canada
$6.37M +$6.11K +39 +0.1%
MIAN
1240
Mariner Independent Advisor Network
Kansas
$6.36M -$6.43K -41 -0.1%
HCM
1241
Howland Capital Management
Massachusetts
$6.34M -$525K -3,350 -8%
AW
1242
ACG Wealth
Georgia
$6.33M -$155K -986 -2%
JIC
1243
Joel Isaacson & Co
New York
$6.33M +$616K +3,927 +11%
WIC
1244
Whitegate Investment Counselors
New Hampshire
$6.31M -$31.4K -200 -0.5%
VLKIM
1245
Van Lanschot Kempen Investment Management
Netherlands
$6.31M -$631K -4,025 -9%
CAL
1246
Capital Analysts LLC
Pennsylvania
$6.3M +$33.7K +215 +0.6%
MPM
1247
Meritage Portfolio Management
Kansas
$6.28M +$61K +389 +1%
PJSIMP
1248
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.28M -$25.9K -165 -0.4%
LPIC
1249
LeJeune Puetz Investment Counsel
Michigan
$6.27M +$214K +1,365 +4%
WAM
1250
Werlinich Asset Management
Connecticut
$6.26M – – –
48 49
50
51 52