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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1626
Ashfield Capital Partners
California
$1.56M – – –
CPA
1627
Capital Planning Advisors
California
$1.56M +$258K +2,349 +19%
TCM
1628
Teza Capital Management
Illinois
$1.56M -$2.18M -19,911 -57%
WC
1629
Weil Company
California
$1.55M +$768 +7 +0%
MSA
1630
Marino Stram & Associates
Massachusetts
$1.54M +$65.2K +594 +4%
PMFA
1631
Plante Moran Financial Advisors
Michigan
$1.54M -$141K -1,285 -8%
BI
1632
Bredin Investment
Delaware
$1.54M – – –
BMC
1633
Benin Management Corp
Connecticut
$1.54M -$5.49K -50 -0.3%
PBO
1634
Peoples Bank (Ohio)
Ohio
$1.54M +$30.2K +275 +2%
GC
1635
Giverny Capital
Quebec, Canada
$1.54M – – –
WAM
1636
Weatherly Asset Management
California
$1.54M – – –
LCM
1637
Liberty Capital Management
Michigan
$1.54M +$31.3K +285 +2%
PFSC
1638
Peoples Financial Services Corp
Pennsylvania
$1.53M -$76.8K -700 -5%
TFS
1639
TrustCore Financial Services
Tennessee
$1.53M +$202K +1,840 +14%
APP
1640
Avantax Planning Partners
Iowa
$1.53M -$1.31M -11,925 -45%
NAM
1641
Needelman Asset Management
California
$1.52M – – –
WWM
1642
Windsor Wealth Management
Indiana
$1.52M +$128K +1,165 +9%
DAM
1643
Delta Asset Management
Tennessee
$1.52M +$548 +5 +0%
SCG
1644
Sonata Capital Group
Washington
$1.52M -$20K -182 -1%
SFSG
1645
Stearns Financial Services Group
North Carolina
$1.51M -$1.98K -18 -0.1%
CAM
1646
Covenant Asset Management
New Jersey
$1.5M +$30.6K +279 +2%
SMC
1647
Smith, Moore & Co
Missouri
$1.5M +$25K +228 +2%
MC
1648
Menta Capital
California
$1.5M +$1.13M +10,300 +251%
BL
1649
BFSG LLC
California
$1.5M +$477K +4,349 +43%
KA
1650
Kovack Advisors
Florida
$1.49M -$14.8K -135 -0.9%
64 65
66
67 68