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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
1301
Asset Planning Services Inc
Louisiana
$12.7M -$780K -2,520 -6%
IA
1302
IFG Advisory
Georgia
$12.7M +$611K +1,975 +5%
RAM
1303
Redmond Asset Management
Virginia
$12.7M -$154K -499 -1%
CIM
1304
Contravisory Investment Management
Massachusetts
$12.6M -$542K -1,750 -4%
BSB
1305
Bangor Savings Bank
Maine
$12.6M -$1.24M -4,009 -9%
SA
1306
Strategic Advisors
New York
$12.6M +$107K +345 +0.9%
WKWM
1307
Walter & Keenan Wealth Management
Indiana
$12.6M -$269K -869 -2%
SFG
1308
SevenBridge Financial Group
Pennsylvania
$12.6M -$89.8K -290 -0.7%
PGF
1309
Plan Group Financial
Oklahoma
$12.6M +$10.1M +32,656 +517%
TIP
1310
Torray Investment Partners
Maryland
$12.5M – – –
BFG
1311
Beacon Financial Group
Texas
$12.5M -$354K -1,144 -3%
WAS
1312
WESPAC Advisors SoCal
California
$12.5M +$62.9K +203 +0.5%
AWM
1313
Arista Wealth Management
Nevada
$12.4M -$435K -1,405 -4%
CA
1314
Claro Advisors
Massachusetts
$12.4M -$244K -789 -2%
SP
1315
Stablepoint Partners
Massachusetts
$12.4M +$51.7K +167 +0.4%
EW
1316
Evoke Wealth
California
$12.4M +$416K +1,344 +4%
SNB
1317
Security National Bank
Nebraska
$12.4M +$18.9K +61 +0.2%
FC
1318
Fusion Capital
South Carolina
$12.4M -$243K -785 -2%
WIM
1319
WealthPlan Investment Management
Nebraska
$12.4M +$694K +2,242 +6%
LSWM
1320
Lorne Steinberg Wealth Management
Canada
$12.4M -$91K -294 -0.8%
VST
1321
Van Strum & Towne
California
$12.3M -$125K -403 -1%
GCA
1322
Greenwood Capital Associates
South Carolina
$12.3M -$284K -916 -2%
FFG
1323
Frisch Financial Group
New York
$12.3M -$36.5K -118 -0.3%
HCM
1324
Hilton Capital Management
New York
$12.3M +$907K +2,929 +8%
OSNBOA
1325
Old Second National Bank of Aurora
Illinois
$12.2M -$135K -436 -1%
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