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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1601
Parisi Gray Wealth Management
New Jersey
$3.75M +$76K +507 +2%
SSI
1602
Scott & Selber Inc
Texas
$3.74M -$9.14K -61 -0.2%
LRPA
1603
L. Roy Papp & Associates
Arizona
$3.74M +$95.2K +635 +3%
BOPW
1604
Brandywine Oak Private Wealth
Pennsylvania
$3.74M -$191K -1,271 -5%
SIC
1605
Shoker Investment Counsel
Ohio
$3.74M -$23.7K -158 -0.6%
AIS
1606
AM Investment Strategies
Tennessee
$3.74M +$3.45K +23 +0.1%
SCM
1607
SOL Capital Management
Maryland
$3.73M -$1.2M -8,029 -24%
NAS
1608
NWF Advisory Services
California
$3.72M -$158K -1,054 -4%
LCM
1609
Liberty Capital Management
Michigan
$3.72M +$45.3K +302 +1%
SFG
1610
StrategIQ Financial Group
Indiana
$3.72M -$418K -2,789 -10%
CCM
1611
CAAS Capital Management
New York
$3.72M +$3.84M +25,645 New
MVA
1612
Mount Vernon Associates
Maryland
$3.71M +$16.5K +110 +0.4%
UHC
1613
Union Heritage Capital
Michigan
$3.71M – – –
LDB
1614
Lee, Danner & Bass
Tennessee
$3.71M -$26.2K -175 -0.7%
SF
1615
Slagle Financial
Illinois
$3.71M +$188K +1,256 +5%
PB
1616
Pinnacle Bancorp
Nebraska
$3.7M -$1.02M -6,783 -21%
WR
1617
WD Rutherford
Oregon
$3.7M +$373K +2,485 +11%
VA
1618
Vident Advisory
Georgia
$3.7M +$3.82M +25,498 New
VNIM
1619
Vaughan Nelson Investment Management
Texas
$3.69M – – –
AIA
1620
Affinity Investment Advisors
California
$3.69M -$56.5K -377 -1%
MA
1621
Modus Advisors
Minnesota
$3.69M +$43.8K +292 +1%
UBG
1622
United Bank (Georgia)
Georgia
$3.69M -$87.1K -581 -2%
FAP
1623
Financial Advisory Partners
Florida
$3.68M -$2.1K -14 -0.1%
MFC
1624
Mechanics Financial Corp
Ohio
$3.68M -$7.5K -50 -0.2%
GCA
1625
Gradient Capital Advisors
California
$3.68M +$110K +734 +3%
63 64
65
66 67