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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1551
Founders Capital Management (Texas)
Texas
$3.24M +$2.85M +25,503 New
EWM
1552
Evermay Wealth Management
Virginia
$3.24M -$157K -1,404 -5%
PWMAG
1553
Pinnacle Wealth Management Advisory Group
New Jersey
$3.24M +$10.3K +92 +0.4%
MVA
1554
Mount Vernon Associates
Maryland
$3.23M +$8.38K +75 +0.3%
LRPA
1555
L. Roy Papp & Associates
Arizona
$3.22M -$935K -8,368 -25%
CFMC
1556
Curbstone Financial Management Corp
New Hampshire
$3.21M +$54.1K +484 +2%
SA
1557
SRN Advisors
Pennsylvania
$3.2M +$2.85M +25,511 New
WOC
1558
West Oak Capital
California
$3.2M +$111K +990 +4%
MCC
1559
Malaga Cove Capital
California
$3.2M +$10.2K +91 +0.4%
HCM
1560
Hengehold Capital Management
Ohio
$3.19M +$15K +134 +0.5%
ITIM
1561
Indiana Trust & Investment Management
Indiana
$3.19M +$45.6K +408 +2%
9WM
1562
9258 Wealth Management
Ohio
$3.19M +$316K +2,830 +13%
GP
1563
Greenline Partners
New York
$3.18M -$23.5K -210 -0.8%
TMAM
1564
Tokio Marine Asset Management
Japan
$3.18M +$155K +1,384 +6%
FC
1565
FORA Capital
Florida
$3.17M +$2.79M +24,943 New
HNW
1566
High Note Wealth
Minnesota
$3.17M +$2.79M +24,952 New
MCM
1567
Monarch Capital Management
Indiana
$3.15M -$27.9K -250 -1%
ZCI
1568
Zevenbergen Capital Investments
Washington
$3.14M +$564K +5,050 +26%
TFA
1569
Trinity Financial Advisors
Ohio
$3.13M +$2.74M +24,471 New
MGIA
1570
Moneta Group Investment Advisors
Missouri
$3.13M +$367K +3,279 +15%
CWG
1571
Cornerstone Wealth Group
North Carolina
$3.13M +$2.45M +21,919 +813%
SW
1572
SlateStone Wealth
Florida
$3.12M -$1.73M -15,500 -39%
FAIM
1573
Financial Advocates Investment Management
Washington
$3.12M +$70.3K +629 +3%
ACS
1574
Archford Capital Strategies
Illinois
$3.12M +$52.2K +467 +2%
MSA
1575
Marino Stram & Associates
Massachusetts
$3.12M +$120K +1,074 +5%
61 62
63
64 65