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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1601
Rench Wealth Management
Texas
$253K +$1.16K +20 +0.5%
LNB
1602
Ledyard National Bank
$252K +$7.8K +135 +3%
AAM
1603
Autus Asset Management
Arizona
$252K +$12.8K +222 +6%
NFG
1604
Nadler Financial Group
Illinois
$251K -$14.9K -257 -6%
SAS
1605
Spectrum Advisory Services
Georgia
$251K – – –
WG
1606
Welch Group
Alabama
$248K -$15.9K -275 -6%
FCIM
1607
Fairview Capital Investment Management
California
$248K +$236K +4,079 New
AFG
1608
Albion Financial Group
Utah
$244K – – –
FNBOH
1609
First National Bank of Hutchinson
Kansas
$243K – – –
WCM
1610
Weik Capital Management
Pennsylvania
$242K -$110K -1,906 -32%
HB
1611
Homrich & Berg
Georgia
$241K -$57.8K -1,000 -20%
MKC
1612
M. Kraus & Co
Vermont
$241K – – –
RCWMU
1613
Rothschild & Co Wealth Management (UK)
United Kingdom
$239K +$227K +3,930 New
SOADOR
1614
State of Alaska Department of Revenue
Alaska
$236K -$171K -2,960 -43%
TCB
1615
Texas Capital Bancshares
Texas
$231K +$220K +3,799 New
MHS
1616
M Holdings Securities
Oregon
$228K -$507K -8,766 -70%
IIM
1617
Ironwood Investment Management
Massachusetts
$226K – – –
TBA
1618
Train Babcock Advisors
New York
$225K – – –
GHA
1619
GW Henssler & Associates
Georgia
$225K +$15.1K +261 +8%
IHL
1620
Investment House LLC
California
$224K -$37.6K -650 -15%
RMC
1621
Regis Management Company
California
$223K -$13.1K -226 -6%
FWM
1622
Focused Wealth Management
New York
$223K +$58 +1 +0%
VHAM
1623
Van Hulzen Asset Management
California
$222K -$28.9K -500 -12%
PCMK
1624
Paragon Capital Management (Kansas)
Kansas
$222K -$5.78K -100 -3%
BOS
1625
Bingham Osborn & Scarborough
California
$222K +$212K +3,665 New
63 64
65
66 67