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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1301
Constitution Capital
Connecticut
$9.7M +$394K +1,545 +4%
SAM
1302
Selway Asset Management
$9.68M -$266K -1,045 -3%
RFMS
1303
RWQ Financial Management Services
Florida
$9.68M -$15.8M -61,919 -61%
CAG
1304
Csenge Advisory Group
Florida
$9.67M +$1.78M +6,988 +20%
MBTD
1305
Mechanics Bank - Trust Department
California
$9.66M -$159K -622 -2%
FFG
1306
Frisch Financial Group
New York
$9.65M -$2.06M -8,098 -17%
TPA
1307
Trivium Point Advisory
Connecticut
$9.64M -$515K -2,019 -5%
CNBTD
1308
Citizens National Bank Trust Department
Mississippi
$9.64M -$2.55K -10 -0%
SP
1309
Stablepoint Partners
Massachusetts
$9.6M -$1.26M -4,952 -11%
SA
1310
Strategic Advisors
New York
$9.57M -$972K -3,813 -9%
HZ
1311
Hixon Zuercher
Ohio
$9.57M -$4.59K -18 -0%
LSWM
1312
Lorne Steinberg Wealth Management
Canada
$9.52M -$54.6K -214 -0.5%
FIB
1313
First Interstate Bank
Montana
$9.5M -$737K -2,889 -7%
DDC
1314
DF Dent & Co
Maryland
$9.49M +$714K +2,801 +8%
BWM
1315
BigSur Wealth Management
Florida
$9.49M +$1.36M +5,340 +16%
SCM
1316
Shelton Capital Management
Colorado
$9.49M -$14.5M -56,949 -60%
AWA
1317
Arete Wealth Advisors
Illinois
$9.48M +$8.28M +32,490 +92%
BA
1318
Bristlecone Advisors
Washington
$9.47M -$23.5K -92 -0.2%
MP
1319
McDonald Partners
Ohio
$9.39M -$158K -621 -2%
CWM
1320
Chemistry Wealth Management
New York
$9.39M -$8.67K -34 -0.1%
AAMA
1321
Advanced Asset Management Advisors
Ohio
$9.37M +$255 +1 +0%
AWM
1322
Avior Wealth Management
Nebraska
$9.36M -$1.21M -4,758 -11%
HCM
1323
Hilton Capital Management
New York
$9.35M +$243K +953 +3%
CT
1324
Chicago Trust
Illinois
$9.32M -$562K -2,204 -5%
LFA
1325
Legacy Financial Advisors
Kentucky
$9.31M -$57.4K -225 -0.6%
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