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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1651
Hunter Associates Investment Management
Pennsylvania
$327K -$3.26K -50 -1%
ACS
1652
Archford Capital Strategies
Illinois
$325K -$51.6K -790 -14%
SCA
1653
Samson Capital Advisors
New York
$325K – – –
AAM
1654
Autus Asset Management
Arizona
$323K +$310K +4,753 New
STI
1655
Susquehanna Trust & Investment
Pennsylvania
$322K -$19.6K -300 -6%
FIG
1656
Fusion Investment Group
Pennsylvania
$322K +$85.7K +1,313 +38%
CYG
1657
Clean Yield Group
Vermont
$321K – – –
B
1658
Bellecapital
Switzerland
$320K +$84.9K +1,300 +38%
CWA
1659
Constellation Wealth Advisors
New York
$314K – – –
LWM
1660
Lenox Wealth Management
Ohio
$310K +$6.92K +106 +2%
AWA
1661
AmeriServ Wealth Advisors
Pennsylvania
$308K +$297K +4,553 New
YMRC
1662
Yorktown Management & Research Company
Virginia
$305K – – –
FGP
1663
Foyston, Gordon, & Payne
Ontario, Canada
$303K – – –
CBT
1664
Central Bank & Trust
Kentucky
$302K -$122K -1,875 -30%
ARMC
1665
American Research & Management Company
Massachusetts
$301K +$16.5K +252 +6%
HR
1666
Howe & Rusling
New York
$299K +$7.44K +114 +3%
BOS
1667
Bingham Osborn & Scarborough
California
$297K +$1.31K +20 +0.5%
CCA
1668
Conestoga Capital Advisors
Pennsylvania
$294K – – –
BBNB
1669
Baker Boyer National Bank
Washington
$293K -$10.7K -164 -4%
ORI
1670
Oak Ridge Investments
Illinois
$292K +$849 +13 +0.3%
USGIU
1671
U.S. Global Investors (USGI)
Texas
$291K – – –
NFG
1672
Nadler Financial Group
Illinois
$291K +$392 +6 +0.1%
SFWA
1673
Summit Financial Wealth Advisors
Louisiana
$291K +$40.8K +625 +17%
FC
1674
Financial Consulate
Maryland
$290K – – –
VWM
1675
Vector Wealth Management
Minnesota
$290K +$6.72K +103 +2%
65 66
67
68 69