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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1601
Capital Planning Advisors
California
$1.84M -$392K -3,680 -16%
FAIM
1602
Financial Advocates Investment Management
Washington
$1.84M -$729K -6,841 -27%
DWM
1603
Darwin Wealth Management
Florida
$1.83M +$203K +1,903 +11%
BOS
1604
Bingham Osborn & Scarborough
California
$1.83M -$71.8K -674 -3%
AIM
1605
Anchor Investment Management
South Carolina
$1.83M -$4.37K -41 -0.2%
ZCI
1606
Zevenbergen Capital Investments
Washington
$1.82M +$42.1K +395 +2%
PI
1607
PHH Investments
Texas
$1.82M -$110K -1,034 -5%
ACP
1608
Ashfield Capital Partners
California
$1.82M +$426K +4,000 +27%
CCM
1609
Canal Capital Management
Virginia
$1.81M +$92.8K +871 +5%
RMAM
1610
Raab & Moskowitz Asset Management
New Jersey
$1.8M +$298K +2,799 +18%
SIC
1611
SFE Investment Counsel
California
$1.8M +$444K +4,171 +29%
SWRP
1612
Summit Wealth & Retirement Planning
California
$1.79M +$1.96M +18,390 New
NAM
1613
NTV Asset Management
West Virginia
$1.79M -$249K -2,333 -11%
AFC
1614
AFT Forsyth & Company
Florida
$1.79M -$3.73K -35 -0.2%
NL
1615
NVWM LLC
Pennsylvania
$1.79M +$188K +1,765 +11%
FPCG
1616
Fort Pitt Capital Group
Pennsylvania
$1.79M +$230K +2,157 +13%
CH
1617
Canton Hathaway
Rhode Island
$1.78M +$378K +3,550 +24%
FPB
1618
First PREMIER Bank
South Dakota
$1.78M +$8.74K +82 +0.5%
WA
1619
WealthTrust-Arizona
Arizona
$1.77M +$43.6K +409 +2%
WPW
1620
Waldron Private Wealth
Pennsylvania
$1.77M +$318K +2,982 +20%
OA
1621
Oak Associates
Ohio
$1.77M – – –
CFM
1622
Coronation Fund Managers
South Africa
$1.77M – – –
AWA
1623
Acorn Wealth Advisors
Michigan
$1.77M -$63.3K -594 -3%
CAMG
1624
CWA Asset Management Group
Florida
$1.77M +$74.9K +703 +4%
WCM
1625
Weik Capital Management
Pennsylvania
$1.76M +$289K +2,710 +18%
63 64
65
66 67