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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1301
Mathes Company
New York
$3.71M -$14.1K -125 -0.4%
LFA
1302
Legacy Financial Advisors
Kentucky
$3.69M -$42.8K -378 -1%
MPM
1303
Meritage Portfolio Management
Kansas
$3.68M +$2.62M +23,199 +287%
AC
1304
Addison Capital
Pennsylvania
$3.68M +$339 +3 +0%
NB
1305
Northwest Bancshares
Pennsylvania
$3.68M +$70.4K +622 +2%
TSWM
1306
Triangle Securities Wealth Management
North Carolina
$3.67M -$49.1K -434 -1%
FCH
1307
Freestone Capital Holdings
Washington
$3.67M +$655K +5,787 +23%
ECML
1308
Eagle Capital Management (Louisiana)
Louisiana
$3.66M +$2.49K +22 +0.1%
OIA
1309
Optimum Investment Advisors
Illinois
$3.66M -$52.3K -462 -1%
LWAC
1310
Laurel Wealth Advisors (California)
California
$3.65M +$642K +5,676 +22%
BIM
1311
Baldwin Investment Management
Pennsylvania
$3.64M +$14K +124 +0.4%
GRP
1312
Global Retirement Partners
California
$3.64M +$1.35M +11,942 +63%
S
1313
SignatureFD
Georgia
$3.63M +$382K +3,374 +12%
CBTWT
1314
Community Bank & Trust (Waco, Texas)
Texas
$3.62M +$128K +1,134 +4%
SWM
1315
SeaCrest Wealth Management
New York
$3.62M +$233K +2,061 +7%
WPA
1316
Winning Points Advisors
Florida
$3.61M – – –
BW
1317
Bison Wealth
Georgia
$3.61M -$38K -336 -1%
NNP
1318
Nachman Norwood & Parrott
South Carolina
$3.6M +$54.1K +478 +2%
PP
1319
Professional Planning
California
$3.6M -$96.6K -854 -3%
WPW
1320
Waldron Private Wealth
Pennsylvania
$3.59M +$1.37M +12,073 +66%
BIMC
1321
Benson Investment Management Company
Virginia
$3.58M -$88.2K -780 -2%
CWM
1322
Concentric Wealth Management
California
$3.56M +$3.39K +30 +0.1%
TWA
1323
TCI Wealth Advisors
Arizona
$3.56M -$14.9K -132 -0.4%
AIC
1324
Argus Investors Counsel
New York
$3.56M -$61.4K -543 -2%
PC
1325
Port Capital
Illinois
$3.55M -$1.62M -14,340 -32%
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