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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1276
Meridian Management
Arkansas
$3.59M +$451K +4,590 +14%
GCM
1277
Gibraltar Capital Management
Oklahoma
$3.58M +$239K +2,434 +7%
LPIC
1278
LeJeune Puetz Investment Counsel
Michigan
$3.58M +$221K +2,250 +6%
FNT
1279
First Nebraska Trust
Nebraska
$3.58M -$233K -2,377 -6%
S
1280
Surevest
California
$3.57M +$834K +8,494 +30%
IWP
1281
Icon Wealth Partners
Texas
$3.57M +$1.73M +17,635 +91%
AF
1282
Advisornet Financial
Minnesota
$3.56M +$170K +1,729 +5%
CIP
1283
Convergence Investment Partners
Florida
$3.56M -$228K -2,321 -6%
SIMM
1284
Stillwater Investment Management (Minnesota)
Minnesota
$3.56M +$130K +1,323 +4%
BG
1285
Berry Group
Massachusetts
$3.56M +$159K +1,618 +5%
EWM
1286
Empirical Wealth Management
Washington
$3.54M +$2.89M +29,382 +395%
BA
1287
Baugh & Associates
Georgia
$3.54M -$36.3K -370 -1%
DPIM
1288
Duff & Phelps Investment Management
Illinois
$3.53M – – –
SMFG
1289
Sumitomo Mitsui Financial Group
Japan
$3.53M +$441K +4,488 +14%
MBT
1290
Montecito Bank & Trust
California
$3.51M +$508K +5,169 +17%
GAG
1291
GM Advisory Group
New York
$3.51M +$104K +1,062 +3%
BIP
1292
Brandes Investment Partners
California
$3.5M -$1.11M -11,260 -24%
IWC
1293
Integrated Wealth Concepts
Massachusetts
$3.5M +$322K +3,282 +10%
AAS
1294
Annex Advisory Services
Wisconsin
$3.49M +$144K +1,471 +4%
TW
1295
TrinityPoint Wealth
Connecticut
$3.48M +$196K +1,998 +6%
ACM
1296
Alta Capital Management
Utah
$3.47M -$2.45M -24,947 -41%
HW
1297
Hedeker Wealth
Illinois
$3.47M -$584K -5,948 -14%
VRM
1298
Vectors Research Management
New York
$3.47M +$72.3K +736 +2%
MCP
1299
Mirador Capital Partners
California
$3.47M +$86.1K +877 +2%
MSWM
1300
Mader & Shannon Wealth Management
Missouri
$3.46M +$61.3K +624 +2%
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