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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1526
Richard Bernstein Advisors
New York
$4.17M – – –
CWM
1527
Calamos Wealth Management
Illinois
$4.17M +$287K +1,914 +7%
MCCA
1528
Mill Creek Capital Advisors
Pennsylvania
$4.16M -$368K -2,457 -8%
AL
1529
Aspiriant LLC
California
$4.15M +$326K +2,173 +8%
VWMG
1530
Virginia Wealth Management Group
Virginia
$4.14M -$15.4K -103 -0.4%
FNBOMD
1531
First National Bank of Mount Dora
Florida
$4.13M +$10K +67 +0.2%
MHS
1532
M Holdings Securities
Oregon
$4.13M +$3.64M +24,309 +579%
MWAM
1533
Manhattan West Asset Management
California
$4.13M +$531K +3,545 +14%
BCM
1534
Buckhead Capital Management
Georgia
$4.11M -$190K -1,270 -4%
AIM
1535
Athena Investment Management
California
$4.1M -$150 -1 -0%
HCM
1536
Hall Capital Management
Rhode Island
$4.1M -$45.3K -302 -1%
VA
1537
Valmark Advisers
Ohio
$4.07M +$189K +1,259 +5%
SWM
1538
Scissortail Wealth Management
Oklahoma
$4.06M +$64.3K +429 +2%
SW
1539
SkyOak Wealth
Michigan
$4.06M +$10.6K +71 +0.3%
MSA
1540
Marino Stram & Associates
Massachusetts
$4.06M +$7.04K +47 +0.2%
MFS
1541
Monetta Financial Services
Illinois
$4.06M – – –
FWP
1542
FAS Wealth Partners
Kansas
$4.06M +$221K +1,472 +6%
EBT
1543
Enterprise Bank & Trust
Massachusetts
$4.04M -$29.4K -196 -0.7%
MSAM
1544
Moloney Securities Asset Management
Missouri
$4.04M -$200K -1,334 -5%
OPA
1545
Old Port Advisors
Maine
$4.04M +$4.17M +27,830 New
ATI
1546
Act Two Investors
California
$4.03M – – –
LWIC
1547
Leith Wheeler Investment Counsel
British Columbia, Canada
$4.02M +$61.5K +410 +2%
CIG
1548
Consolidated Investment Group
Colorado
$4.02M – – –
AF
1549
Advisornet Financial
Minnesota
$4.01M -$923K -6,160 -18%
MBT
1550
Montecito Bank & Trust
California
$4.01M -$33.4K -223 -0.8%
60 61
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63 64