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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1401
Townsend Asset Management
North Carolina
$3.7M -$103K -834 -2%
PFO
1402
Pathstone Family Office
New Jersey
$3.69M +$1.27M +10,223 +45%
SEC
1403
Seven Eight Capital
New York
$3.68M -$84.1K -679 -2%
WCA
1404
Westover Capital Advisors
Delaware
$3.67M +$133K +1,076 +3%
JIP
1405
Jaffetilchin Investment Partners
Florida
$3.67M +$606K +4,892 +18%
MMPW
1406
Mitchell McLeod Pugh & Williams
Alabama
$3.67M -$76.6K -618 -2%
ST
1407
Smithfield Trust
Pennsylvania
$3.67M +$200K +1,614 +5%
AIM
1408
AHL Investment Management
Florida
$3.67M +$1.74K +14 +0%
CIP
1409
Capital Insight Partners
Arizona
$3.66M +$146K +1,175 +4%
MIM
1410
MTM Investment Management
South Carolina
$3.65M +$14.4K +116 +0.4%
WLPWM
1411
Walled Lake Planning & Wealth Management
Illinois
$3.65M +$190K +1,534 +5%
IC
1412
Intersect Capital
California
$3.64M -$922K -7,445 -19%
TPA
1413
Trivium Point Advisory
Connecticut
$3.64M +$9.91K +80 +0.3%
BFA
1414
Bill Few Associates
Pennsylvania
$3.63M +$85.9K +693 +2%
FAP
1415
Financial Advisory Partners
Florida
$3.63M +$763K +6,162 +24%
FC
1416
Forte Capital
New York
$3.63M -$243K -1,963 -6%
AG
1417
Ascent Group
Virginia
$3.63M +$248K +2,002 +7%
WE
1418
Wealth Effects
Massachusetts
$3.62M +$49.1K +396 +1%
FLI
1419
Family Legacy Inc
South Carolina
$3.62M +$24.8K +200 +0.6%
BFC
1420
Bedel Financial Consulting
Indiana
$3.62M +$28.5K +230 +0.7%
KJHP
1421
K.J. Harrison & Partners
Ontario, Canada
$3.61M -$86.7K -700 -2%
PP
1422
PDS Planning
Ohio
$3.6M +$452K +3,651 +13%
VNIM
1423
Vaughan Nelson Investment Management
Texas
$3.59M – – –
SWM
1424
Scissortail Wealth Management
Oklahoma
$3.59M -$263K -2,126 -9%
LDB
1425
Lee, Danner & Bass
Tennessee
$3.59M +$329K +2,653 +9%
55 56
57
58 59