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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRP
1501
Saddle Road Partners
Nebraska
$679K – – –
PBO
1502
Peoples Bank (Ohio)
Ohio
$677K +$76.8K +1,230 +13%
GCMG
1503
Gyroscope Capital Management Group
Florida
$676K +$23.1K +370 +4%
CC
1504
Cannell & Co
New York
$673K – – –
RP
1505
Riverbridge Partners
Minnesota
$672K – – –
WIM
1506
Waverton Investment Management
United Kingdom
$671K -$281K -4,500 -29%
LC
1507
Lourd Capital
California
$662K +$86.8K +1,389 +15%
RT
1508
Rockland Trust
Massachusetts
$660K +$50.3K +805 +8%
WP
1509
WMS Partners
Maryland
$659K -$332K -5,322 -33%
KLWA
1510
Kelly Lawrence W & Associates
California
$656K +$116K +1,850 +21%
FNB
1511
Farmers National Bank
Kentucky
$653K -$30K -480 -4%
AAS
1512
Annex Advisory Services
Wisconsin
$653K +$5.62K +90 +0.9%
GAG
1513
GM Advisory Group
New York
$652K +$655K +10,486 New
KAM
1514
Keeley Asset Management
Illinois
$649K +$127K +2,041 +24%
CK
1515
Cohen Klingenstein
New York
$646K – – –
MIS
1516
Morningstar Investment Services
Illinois
$644K -$94.1K -1,506 -13%
HI
1517
Hudock Inc
Pennsylvania
$639K +$44.2K +707 +7%
AWMF
1518
Arbor Wealth Management (Florida)
Florida
$638K – – –
PMFA
1519
Plante Moran Financial Advisors
Michigan
$634K -$267K -4,275 -30%
NGA
1520
Naples Global Advisors
Florida
$628K -$137K -2,186 -18%
JIP
1521
Jaffetilchin Investment Partners
Florida
$622K -$45.3K -725 -7%
GC
1522
Grimes & Company
Massachusetts
$620K +$10.2K +164 +2%
FPCG
1523
Fort Pitt Capital Group
Pennsylvania
$616K +$11.2K +180 +2%
S
1524
SignatureFD
Georgia
$615K +$80.4K +1,288 +15%
JCM
1525
Jacobi Capital Management
Pennsylvania
$614K +$637K +10,197 New
59 60
61
62 63