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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1601
9258 Wealth Management
Ohio
$2.16M +$63.5K +669 +3%
BMC
1602
Beaton Management Company
Massachusetts
$2.15M +$42.7K +450 +2%
SC
1603
Sawyer & Company
Massachusetts
$2.15M – – –
CA
1604
Claro Advisors
Massachusetts
$2.15M +$38.2K +403 +2%
CCA
1605
Cobblestone Capital Advisors
New York
$2.15M -$282K -2,969 -12%
HKIM
1606
Hayek Kallen Investment Management
Alabama
$2.14M +$328K +3,460 +18%
WLPWM
1607
Walled Lake Planning & Wealth Management
Illinois
$2.14M +$2.11M +22,188 +3,826%
GBBWRPM
1608
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.14M -$5.79K -61 -0.3%
HWA
1609
Heritage Way Advisors
Illinois
$2.14M +$4.93K +52 +0.2%
AL
1610
Aspiriant LLC
California
$2.14M -$172K -1,818 -7%
MSA
1611
Marino Stram & Associates
Massachusetts
$2.13M +$458K +4,823 +27%
VMPIC
1612
Varma Mutual Pension Insurance Co
Finland
$2.13M +$2.15M +22,674 New
WCM
1613
Wunderlich Capital Managemnt
Tennessee
$2.13M +$14.7K +155 +0.7%
APG
1614
Abacus Planning Group
South Carolina
$2.13M -$91.4K -963 -4%
PFBT
1615
Parkside Financial Bank & Trust
Missouri
$2.13M +$81.4K +858 +4%
SCM
1616
SOL Capital Management
Maryland
$2.12M +$45.1K +475 +2%
IRAG
1617
Investment Research & Advisory Group
Georgia
$2.12M +$289K +3,042 +16%
KA
1618
Kovack Advisors
Florida
$2.11M -$57.1K -602 -3%
FCA
1619
FLC Capital Advisors
California
$2.11M +$196K +2,070 +10%
PH
1620
Pinnacle Holdings
Oklahoma
$2.1M +$14.4K +152 +0.7%
TMAM
1621
Tokio Marine Asset Management
Japan
$2.1M +$135K +1,427 +7%
ACS
1622
Archford Capital Strategies
Illinois
$2.1M +$117K +1,236 +6%
HIC
1623
Harvey Investment Company
Kentucky
$2.09M +$110K +1,159 +5%
AFA
1624
Arlington Financial Advisors
California
$2.09M -$65.8K -694 -3%
CCFM
1625
Clear Creek Financial Management
Washington
$2.09M +$1.25M +13,162 +145%
63 64
65
66 67