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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1251
Opus Investment Management
Massachusetts
$4.54M – – –
VHAM
1252
Van Hulzen Asset Management
California
$4.54M -$1.99M -16,028 -28%
FWC
1253
First Washington Corp
Washington
$4.53M +$4.98M +40,233 New
MHS
1254
M Holdings Securities
Oregon
$4.52M +$138K +1,117 +3%
PCM
1255
Patient Capital Management
Maryland
$4.52M +$496K +4,000 +11%
RA
1256
RFG Advisory
Alabama
$4.51M +$1.35M +10,925 +39%
UFG
1257
United Fire Group
Iowa
$4.5M -$2.2M -17,736 -31%
MLIC
1258
Mandatum Life Insurance Company
Finland
$4.5M +$421K +3,399 +9%
FBC
1259
Fairfield, Bush & Co
Connecticut
$4.5M -$551K -4,451 -10%
CCA
1260
Checchi Capital Advisers
California
$4.48M +$124K +1,003 +3%
APP
1261
Avantax Planning Partners
Iowa
$4.48M +$511K +4,121 +12%
OFG
1262
Oxford Financial Group
Indiana
$4.47M -$69.8K -563 -1%
CWM
1263
Chronos Wealth Management
Florida
$4.47M +$66.5K +537 +1%
CIG
1264
Consolidated Investment Group
Colorado
$4.47M – – –
HCM
1265
Howland Capital Management
Massachusetts
$4.45M +$138K +1,110 +3%
KA
1266
Kintegral Advisory
New York
$4.44M +$103K +835 +2%
BO
1267
BRR OpCo
Ohio
$4.44M -$4.09K -33 -0.1%
CT
1268
Chicago Trust
Illinois
$4.43M +$579K +4,674 +13%
SFA
1269
Semmax Financial Advisors
North Carolina
$4.43M +$4.11M +33,161 +777%
MBTD
1270
Mechanics Bank - Trust Department
California
$4.42M +$20.2K +163 +0.4%
PAMG
1271
Patton Albertson Miller Group
Tennessee
$4.41M +$25.5K +206 +0.5%
SFP
1272
Shepherd Financial Partners
Massachusetts
$4.41M +$145K +1,168 +3%
CCM
1273
Carderock Capital Management
Maryland
$4.39M +$1.15M +9,320 +31%
IFAM
1274
Institutional & Family Asset Management
Colorado
$4.36M +$230K +1,854 +5%
SCM
1275
Sitrin Capital Management
California
$4.36M -$89.6K -723 -2%
49 50
51
52 53