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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
1576
State of Alaska Department of Revenue
Alaska
$244K +$19.1K +340 +9%
GSC
1577
Ground Swell Capital
South Carolina
$244K +$238K +4,240 New
STI
1578
Susquehanna Trust & Investment
Pennsylvania
$243K -$36.5K -650 -13%
ARMC
1579
American Research & Management Company
Massachusetts
$242K -$5.62K -100 -2%
BCM
1580
Brookstone Capital Management
Illinois
$242K -$2.31K -41 -1%
CHAM
1581
Clear Harbor Asset Management
Connecticut
$242K – – –
SAS
1582
Spectrum Advisory Services
Georgia
$238K – – –
FCIM
1583
Fairview Capital Investment Management
California
$235K – – –
WG
1584
Welch Group
Alabama
$235K +$56 +1 +0%
RWM
1585
Rench Wealth Management
Texas
$231K -$8.83K -157 -4%
AFG
1586
Albion Financial Group
Utah
$231K – – –
FNBOH
1587
First National Bank of Hutchinson
Kansas
$231K – – –
CWA
1588
Constellation Wealth Advisors
New York
$230K -$1M -17,819 -82%
BCM
1589
Blenheim Capital Management
New Jersey
$230K +$225K +4,000 New
MKC
1590
M. Kraus & Co
Vermont
$228K – – –
PWM
1591
Perigon Wealth Management
California
$228K +$222K +3,957 New
RCWMU
1592
Rothschild & Co Wealth Management (UK)
United Kingdom
$226K – – –
AMG
1593
Asset Management Group
Connecticut
$225K +$220K +3,913 New
TCB
1594
Texas Capital Bancshares
Texas
$219K – – –
FWM
1595
Focused Wealth Management
New York
$217K +$5.68K +101 +3%
HHAM
1596
HITE Hedge Asset Management
Massachusetts
$217K +$10.7K +190 +5%
NFG
1597
Nadler Financial Group
Illinois
$215K -$23.1K -411 -10%
IIM
1598
Ironwood Investment Management
Massachusetts
$214K – – –
IHL
1599
Investment House LLC
California
$213K – – –
TBA
1600
Train Babcock Advisors
New York
$213K – – –
62 63
64
65 66