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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1551
Pathway Financial Advisers
Indiana
$9.26M -$131K -423 -1%
LFA
1552
Lauterbach Financial Advisors
Texas
$9.23M +$9.29K +30 +0.1%
PFGIA
1553
Patriot Financial Group Insurance Agency
Massachusetts
$9.23M +$510K +1,648 +6%
BL
1554
BCWM LLC
Kansas
$9.23M -$1.89M -6,096 -18%
SAM
1555
Socorro Asset Management
Texas
$9.22M +$104K +335 +1%
PGWM
1556
Parisi Gray Wealth Management
New Jersey
$9.21M -$35.6K -115 -0.4%
AC
1557
Addison Capital
Pennsylvania
$9.21M -$353K -1,141 -4%
HFM
1558
Hartford Financial Management
Connecticut
$9.2M -$79.3K -256 -0.9%
MIM
1559
MTM Investment Management
South Carolina
$9.19M +$4.95K +16 +0.1%
MSA
1560
Marino Stram & Associates
Massachusetts
$9.19M -$581K -1,878 -6%
SIA
1561
SeaBridge Investment Advisors
New Jersey
$9.19M -$239K -772 -3%
IA
1562
IFC Advisors
California
$9.18M +$146K +471 +2%
ANB
1563
Amarillo National Bank
Texas
$9.18M -$272K -879 -3%
CF
1564
Concorde Financial
Texas
$9.16M -$199K -644 -2%
HEIP
1565
Hudson Edge Investment Partners
New Jersey
$9.16M -$637K -2,059 -7%
KA
1566
Klingman & Associates
New York
$9.15M -$61.3K -198 -0.7%
SI
1567
Sava Infond
Slovenia
$9.15M -$551K -1,780 -6%
RCM
1568
RB Capital Management
Nevada
$9.15M +$85.1K +275 +1%
ESB
1569
Essex Savings Bank
Connecticut
$9.14M +$89.5K +289 +1%
LC
1570
Lincoln Capital
Nebraska
$9.12M -$25.4K -82 -0.3%
RCIM
1571
Red Cedar Investment Management
Michigan
$9.12M – – –
ATI
1572
Act Two Investors
California
$9.11M – – –
VCM
1573
Violich Capital Management
California
$9.11M +$2.2M +7,090 +33%
UBG
1574
United Bank (Georgia)
Georgia
$9.1M +$40.6K +131 +0.5%
BMA
1575
Brooks Moore & Associates
Tennessee
$9.1M +$3.1K +10 +0%
61 62
63
64 65