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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1601
Evermay Wealth Management
Virginia
$3.86M -$162K -1,036 -4%
NPA
1602
Nichols & Pratt Advisers
Massachusetts
$3.86M – – –
PCA
1603
Peddock Capital Advisors
Massachusetts
$3.85M +$16.9K +108 +0.5%
PTP
1604
Platform Technology Partners
New York
$3.85M -$705K -4,495 -16%
LDB
1605
Lee, Danner & Bass
Tennessee
$3.85M -$143K -910 -4%
FCA
1606
FLC Capital Advisors
California
$3.84M – – –
LCM
1607
Liberty Capital Management
Michigan
$3.84M +$95K +606 +3%
AIM
1608
Anchor Investment Management
South Carolina
$3.84M +$144K +917 +4%
MCM
1609
MV Capital Management
Maryland
$3.84M +$643K +4,100 +21%
RWA
1610
Roberts Wealth Advisors
California
$3.84M +$3.68M +23,464 New
ITIM
1611
Indiana Trust & Investment Management
Indiana
$3.84M -$259K -1,654 -7%
GBT
1612
Grove Bank & Trust
Florida
$3.83M +$168K +1,071 +5%
RFN
1613
RDA Financial Network
Iowa
$3.83M -$62.7K -400 -2%
GCA
1614
Gradient Capital Advisors
California
$3.82M +$122K +781 +3%
AIM
1615
Aspen Investment Management
Michigan
$3.81M +$98K +625 +3%
FCFC
1616
First Commonwealth Financial Corp
Pennsylvania
$3.8M -$71.8K -458 -2%
HIP
1617
HUB Investment Partners
Texas
$3.8M +$15.8K +101 +0.4%
SWA
1618
SOA Wealth Advisors
New York
$3.8M +$6.11K +39 +0.2%
SOAMC
1619
Spirit of America Management Corp
New York
$3.79M – – –
GWM
1620
GSB Wealth Management
Connecticut
$3.79M -$699K -4,459 -16%
HKIM
1621
Hayek Kallen Investment Management
Alabama
$3.79M -$31.4K -200 -0.9%
AWA
1622
Arkadios Wealth Advisors
Georgia
$3.79M -$915K -5,838 -20%
BDF
1623
Balasa Dinverno & Foltz
$3.79M +$164K +1,046 +5%
AWE
1624
Avidian Wealth Enterprises
Texas
$3.78M +$291K +1,856 +9%
SW
1625
SlateStone Wealth
Florida
$3.77M -$45.2K -288 -1%
63 64
65
66 67