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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1501
Seneca House Advisors
Virginia
$4.13M +$719 +5 +0%
PMG
1502
ProVise Management Group
Florida
$4.11M -$635K -4,412 -14%
BTWM
1503
Baker Tilly Wealth Management
Wisconsin
$4.11M +$1.46M +10,129 +60%
GIM
1504
Goelzer Investment Management
Indiana
$4.1M -$2.19M -15,213 -36%
LP
1505
LMR Partners
United Kingdom
$4.1M +$1.71M +11,910 +79%
NNP
1506
Nachman Norwood & Parrott
South Carolina
$4.09M -$36K -250 -0.9%
IBOK
1507
Independence Bank of Kentucky
Kentucky
$4.09M -$332K -2,305 -8%
MFA
1508
Mayflower Financial Advisors
Massachusetts
$4.09M -$23K -160 -0.6%
CIP
1509
Convergence Investment Partners
Florida
$4.08M -$67K -466 -2%
SW
1510
SkyOak Wealth
Michigan
$4.08M -$107K -741 -3%
SIAP
1511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.07M +$93.7K +651 +2%
JSL
1512
JT Stratford LLC
Georgia
$4.07M +$61K +424 +2%
UBPAM
1513
Union Bancaire Privee Asset Management
New York
$4.05M +$742K +5,159 +24%
CPA
1514
Capital Planning Advisors
California
$4.04M +$719K +5,000 +23%
ZCI
1515
Zevenbergen Capital Investments
Washington
$4.03M +$254K +1,767 +7%
HPWM
1516
High Pines Wealth Management
Massachusetts
$4.03M +$119K +826 +3%
EF
1517
Empirical Finance
Pennsylvania
$4.02M – – –
UBG
1518
United Bank (Georgia)
Georgia
$4M -$36.8K -256 -1%
AIS
1519
AM Investment Strategies
Tennessee
$4M +$5.18K +36 +0.1%
TFA
1520
Trinity Financial Advisors
Ohio
$3.99M +$254K +1,765 +7%
SIC
1521
Shoker Investment Counsel
Ohio
$3.98M -$55.7K -387 -1%
CCM
1522
Carderock Capital Management
Maryland
$3.97M +$13.4K +93 +0.4%
PG
1523
Pendal Group
Australia
$3.97M +$830K +5,768 +28%
NIM
1524
Nicollet Investment Management
Minnesota
$3.96M -$154K -1,068 -4%
EML
1525
Eos Management LP
New York
$3.96M – – –
59 60
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62 63