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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1476
Grove Bank & Trust
Florida
$8.94M +$223K +735 +2%
WAS
1477
Westco Advisory Services
New York
$8.94M -$143K -472 -2%
PG
1478
Patten Group
Tennessee
$8.93M +$42.2K +139 +0.5%
PFM
1479
Phillips Financial Management
Indiana
$8.92M +$8.19K +27 +0.1%
CCA
1480
Checchi Capital Advisers
California
$8.9M +$255K +840 +3%
CST
1481
Charles Schwab Trust
Nevada
$8.89M -$329K -1,085 -3%
BWM
1482
BigSur Wealth Management
Florida
$8.88M -$1.94M -6,389 -17%
HZ
1483
Hixon Zuercher
Ohio
$8.88M -$74.7K -246 -0.8%
WIM
1484
WealthPlan Investment Management
Nebraska
$8.87M -$2.49M -8,193 -21%
OCAM
1485
Onex Canada Asset Management
Ontario, Canada
$8.86M -$1.68M -5,525 -15%
BGDI
1486
BW Gestao de Investimentos
Brazil
$8.83M -$7.92M -26,097 -47%
AH
1487
Allen Holding
New York
$8.82M – – –
WTA
1488
Washington Trust Advisors
Massachusetts
$8.82M -$213K -701 -2%
CSA
1489
Cottage Street Advisors
Massachusetts
$8.82M -$58.6K -193 -0.6%
DA
1490
DCM Advisors
New York
$8.81M -$91.7K -302 -1%
SCP
1491
Sandhill Capital Partners
New York
$8.8M -$1.02M -3,345 -10%
RMSCM
1492
R.M. Sincerbeaux Capital Management
New York
$8.79M – – –
RFN
1493
RDA Financial Network
Iowa
$8.76M +$118K +388 +1%
SMA
1494
Sage Mountain Advisors
Georgia
$8.74M -$6.73M -22,168 -43%
WE
1495
Wealth Effects
Massachusetts
$8.74M +$38.8K +128 +0.4%
HI
1496
Hoey Investments
Pennsylvania
$8.74M -$572K -1,884 -6%
DWM
1497
Dynasty Wealth Management
Florida
$8.73M -$514K -1,694 -5%
HWMO
1498
Heritage Wealth Management (Ohio)
Ohio
$8.73M -$215K -707 -2%
DDC
1499
DF Dent & Co
Maryland
$8.73M -$2.05M -6,755 -19%
BKA
1500
Brick & Kyle Associates
Pennsylvania
$8.7M -$831K -2,739 -8%
58 59
60
61 62