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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1626
Platform Technology Partners
New York
$2.81M +$79.4K +641 +3%
BOS
1627
Bank of Stockton
California
$2.8M +$8.05K +65 +0.3%
BCM
1628
Blume Capital Management
California
$2.79M +$136K +1,099 +5%
SCI
1629
S&CO Inc
Massachusetts
$2.79M +$17.8K +144 +0.6%
AIP
1630
Almanack Investment Partners
Pennsylvania
$2.78M +$223K +1,800 +8%
MCWS
1631
McKinley Carter Wealth Services
West Virginia
$2.78M +$63.4K +512 +2%
BCFS
1632
Butensky & Cohen Financial Security
Florida
$2.78M +$186K +1,504 +6%
DAC
1633
Dividend Assets Capital
South Carolina
$2.77M +$619K +4,997 +25%
MFC
1634
Mechanics Financial Corp
Ohio
$2.77M +$2.48K +20 +0.1%
BCA
1635
Bernzott Capital Advisors
California
$2.77M +$3.05M +24,630 New
RWB
1636
RMR Wealth Builders
New Jersey
$2.74M -$179K -1,442 -6%
JWCA
1637
J.W. Coons Advisors
Ohio
$2.74M -$178K -1,439 -6%
NDSI
1638
Newman Dignan & Sheerar Inc
Rhode Island
$2.74M +$20.8K +168 +0.7%
CAM
1639
Chou Associates Management
Ontario, Canada
$2.73M – – –
BWM
1640
Bulltick Wealth Management
Florida
$2.72M +$745K +6,013 +33%
AL
1641
Aspiriant LLC
California
$2.72M +$121K +975 +4%
RWA
1642
Roberts Wealth Advisors
California
$2.71M +$72.4K +584 +3%
SP
1643
SWS Partners
Ohio
$2.71M -$92.6K -747 -3%
WAS
1644
Winch Advisory Services
Wisconsin
$2.71M +$5.95K +48 +0.2%
HWA
1645
HCR Wealth Advisors
California
$2.7M -$41.9K -338 -1%
CFMC
1646
Curbstone Financial Management Corp
New Hampshire
$2.7M -$185K -1,496 -6%
UM
1647
Ulysses Management
New York
$2.7M +$372K +3,000 +14%
STC
1648
Sarah T. Connolly
$2.7M +$24.4K +197 +0.8%
MWM
1649
Mission Wealth Management
California
$2.7M +$93.7K +756 +3%
FMTCOCP
1650
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.7M +$176K +1,419 +6%
64 65
66
67 68