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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1251
Brown Miller Wealth Management
Virginia
$5.13M +$4.51M +40,341 New
ERWM
1252
Elk River Wealth Management
Colorado
$5.11M +$4.5M +40,217 New
LCC
1253
Lincoln Capital Corp
Rhode Island
$5.1M -$78.9K -706 -2%
MAFM
1254
Mid Atlantic Financial Management
Pennsylvania
$5.1M -$23.7K -212 -0.5%
OFG
1255
Oxford Financial Group
Indiana
$5.1M +$208K +1,864 +5%
NAS
1256
Nicolet Advisory Services
Wisconsin
$5.09M +$97.7K +874 +2%
HCM
1257
Howland Capital Management
Massachusetts
$5.09M -$149K -1,334 -3%
TC
1258
Tarsadia Capital
New York
$5.08M +$4.47M +40,000 New
DWM
1259
Dorchester Wealth Management
Quebec, Canada
$5.08M -$256K -2,294 -5%
IWC
1260
Integrated Wealth Concepts
Massachusetts
$5.06M +$390K +3,492 +10%
LOPW
1261
Live Oak Private Wealth
North Carolina
$5.03M +$193K +1,724 +5%
AL
1262
AJO LP
Pennsylvania
$5.02M -$24.8M -221,743 -85%
CA
1263
Cumberland Advisors
Florida
$5.02M +$4.41M +39,490 New
OLA
1264
Oliver Luxxe Assets
New Jersey
$4.99M +$23.4K +209 +0.6%
WIC
1265
Whitegate Investment Counselors
New Hampshire
$4.98M +$211K +1,890 +5%
FPS
1266
Fieldpoint Private Securities
Connecticut
$4.96M -$21K -188 -0.5%
HIP
1267
Harrell Investment Partners
Texas
$4.95M -$422K -3,779 -9%
DIP
1268
DT Investment Partners
Pennsylvania
$4.94M -$35.9K -321 -0.8%
S
1269
SignatureFD
Georgia
$4.93M -$84.1K -752 -2%
BDF
1270
Balasa Dinverno & Foltz
$4.88M +$1.18M +10,541 +38%
NG
1271
NatWest Group
United Kingdom
$4.87M -$2.86M -25,554 -40%
AAS
1272
Annex Advisory Services
Wisconsin
$4.87M +$233K +2,084 +6%
SCM
1273
Silvant Capital Management
Georgia
$4.86M -$19.1K -171 -0.4%
AAMA
1274
Advanced Asset Management Advisors
Ohio
$4.86M +$112 +1 +0%
HCM
1275
Hillman Capital Management
Maryland
$4.84M +$738K +6,600 +21%
49 50
51
52 53