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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
1251
Pinkerton Retirement Specialists
Idaho
$3.72M -$132K -1,349 -3%
HC
1252
HNP Capital
New York
$3.72M +$65.6K +668 +2%
TA
1253
TFG Advisers
Michigan
$3.71M +$153K +1,563 +4%
BCM
1254
Buckhead Capital Management
Georgia
$3.71M +$32.9K +335 +0.9%
HI
1255
Hoey Investments
Pennsylvania
$3.71M -$1.09M -11,134 -22%
BGC
1256
Birch Grove Capital
New York
$3.71M +$2.75M +28,000 +267%
SCM
1257
Silvant Capital Management
Georgia
$3.7M -$61.9K -630 -2%
IFAM
1258
Institutional & Family Asset Management
Colorado
$3.7M -$474K -4,826 -11%
AOWM
1259
Alpha Omega Wealth Management
Virginia
$3.69M +$143K +1,459 +4%
AAMA
1260
Advanced Asset Management Advisors
Ohio
$3.68M +$196 +2 +0%
OFG
1261
Oxford Financial Group
Indiana
$3.68M +$114K +1,159 +3%
CCM
1262
Copeland Capital Management
Pennsylvania
$3.68M -$5.99K -61 -0.2%
PJSIMP
1263
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.68M -$243K -2,477 -6%
MC
1264
MRJ Capital
New York
$3.67M -$255K -2,600 -6%
BO
1265
BRR OpCo
Ohio
$3.66M -$207K -2,107 -5%
PWP
1266
Principle Wealth Partners
Connecticut
$3.65M +$81K +825 +2%
RMSCM
1267
R.M. Sincerbeaux Capital Management
New York
$3.65M – – –
CWM
1268
Chronos Wealth Management
Florida
$3.64M +$124K +1,259 +3%
LOPW
1269
Live Oak Private Wealth
North Carolina
$3.64M +$96.5K +983 +3%
CSA
1270
Cottage Street Advisors
Massachusetts
$3.64M -$123K -1,257 -3%
LBC
1271
Lawrence B. Cohen
$3.64M +$94.9K +966 +3%
KA
1272
Kintegral Advisory
New York
$3.63M -$119K -1,215 -3%
EM
1273
Excalibur Management
Massachusetts
$3.61M -$290K -2,949 -7%
CBTWT
1274
Community Bank & Trust (Waco, Texas)
Texas
$3.61M +$225K +2,288 +7%
WIC
1275
Whitegate Investment Counselors
New Hampshire
$3.59M +$218K +2,220 +6%
49 50
51
52 53