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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1276
Global Wealth Management Investment Advisory
Florida
$12.4M -$788K -2,650 -6%
SPG
1277
Strategic Planning Group
Utah
$12.4M +$2.43M +8,170 +26%
LT
1278
Legacy Trust
Michigan
$12.3M +$875K +2,942 +8%
GCA
1279
Greenwood Capital Associates
South Carolina
$12.3M -$594K -1,998 -5%
WCA
1280
Waratah Capital Advisors
Ontario, Canada
$12.3M +$747K +2,512 +7%
BCCM
1281
Bridge Creek Capital Management
Massachusetts
$12.3M -$580K -1,949 -5%
BCPWM
1282
Bradley & Co Private Wealth Management
Florida
$12.3M -$120K -402 -1%
VFM
1283
Viking Fund Management
North Dakota
$12.3M -$892K -3,000 -7%
AWA
1284
Arete Wealth Advisors
Illinois
$12.3M +$655K +2,201 +6%
TIP
1285
Torray Investment Partners
Maryland
$12.3M -$4.33M -14,545 -27%
FC
1286
Fusion Capital
South Carolina
$12.2M -$191K -642 -2%
SA
1287
Strategic Advisors
New York
$12.2M +$126K +425 +1%
LSWM
1288
Lorne Steinberg Wealth Management
Canada
$12.2M +$38.7K +130 +0.3%
VST
1289
Van Strum & Towne
California
$12.2M -$266K -893 -2%
RFMS
1290
RWQ Financial Management Services
Florida
$12.2M -$5.23M -17,590 -31%
BPWM
1291
BCS Private Wealth Management
New Jersey
$12.2M -$92.2K -310 -0.8%
RSWM
1292
Robertson Stephens Wealth Management
California
$12.2M +$393K +1,321 +4%
HI
1293
Harbour Investments
Wisconsin
$12.2M +$184K +618 +2%
HWAM
1294
Hennion & Walsh Asset Management
New Jersey
$12.1M +$792K +2,662 +7%
WAS
1295
WESPAC Advisors SoCal
California
$12.1M -$365K -1,226 -3%
SNB
1296
Security National Bank
Nebraska
$12.1M +$301K +1,012 +3%
SP
1297
Stablepoint Partners
Massachusetts
$12.1M -$214K -719 -2%
ACM
1298
Alpha Capital Management
Texas
$12.1M -$321K -1,079 -3%
OSNBOA
1299
Old Second National Bank of Aurora
Illinois
$12.1M -$368K -1,239 -3%
AAMA
1300
Advanced Asset Management Advisors
Ohio
$12.1M +$20.8K +70 +0.2%
50 51
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