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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1451
Sequoia Financial Advisors
Ohio
$750K +$46.3K +709 +7%
WPW
1452
Waldron Private Wealth
Pennsylvania
$747K +$21.9K +336 +3%
SCM
1453
Sandler Capital Management
New York
$745K +$718K +11,000 New
MCM
1454
Maple Capital Management
Vermont
$741K -$26.1K -400 -4%
BO
1455
Bank OZK
Arkansas
$740K +$100K +1,532 +16%
BGDI
1456
BW Gestao de Investimentos
Brazil
$739K – – –
SWM
1457
Segment Wealth Management
Texas
$736K – – –
SMM
1458
Stadion Money Management
Georgia
$731K -$365K -5,591 -34%
FNBTCON
1459
First National Bank & Trust Co of Newtown
Pennsylvania
$727K -$8.95K -137 -1%
BSW
1460
Buckingham Strategic Wealth
Missouri
$727K +$323K +4,940 +85%
KT
1461
Kanaly Trust
Texas
$726K -$189K -2,890 -21%
AI
1462
Atria Investments
North Carolina
$722K -$7.77K -119 -1%
PAM
1463
Palisade Asset Management
Minnesota
$721K – – –
RC
1464
Reik & Co
New York
$718K – – –
DR
1465
Davis Rea
Ontario, Canada
$718K +$24.7K +379 +4%
MA
1466
MCF Advisors
Kentucky
$714K +$6.59K +101 +1%
GCMG
1467
Gyroscope Capital Management Group
Florida
$712K -$110K -1,679 -14%
CK
1468
Cohen Klingenstein
New York
$705K – – –
B
1469
BancorpSouth
Mississippi
$692K – – –
MIAN
1470
Mariner Independent Advisor Network
Kansas
$687K +$662K +10,141 New
FIM
1471
Freedom Investment Management
Connecticut
$686K +$91.3K +1,399 +16%
RDM
1472
Retirement Design & Management
Connecticut
$686K +$180K +2,752 +37%
CPA
1473
Cowen Prime Advisors
New York
$683K -$29.2K -447 -4%
ACM
1474
Argonaut Capital Management
New York
$678K +$653K +10,000 New
SCC
1475
Second Curve Capital
Pennsylvania
$678K +$653K +10,000 New
57 58
59
60 61