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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1651
Jacobi Capital Management
Pennsylvania
$845K +$171K +1,933 +25%
IWM
1652
IHT Wealth Management
Illinois
$844K -$283K -3,213 -25%
GIM
1653
Groesbeck Investment Management
New Jersey
$843K -$17.5K -198 -2%
PC
1654
PhiloSmith Capital
Connecticut
$839K – – –
ECAM
1655
East Coast Asset Management
Massachusetts
$836K +$14.8K +168 +2%
RT
1656
Rockland Trust
Massachusetts
$835K -$121K -1,375 -13%
BIAS
1657
Beacon Investment Advisory Services
New Jersey
$835K +$177K +2,004 +27%
RIA
1658
Regal Investment Advisors
Michigan
$832K +$65.1K +738 +8%
SWA
1659
Sutton Wealth Advisors
Florida
$829K +$18.1K +205 +2%
GC
1660
Grimes & Company
Massachusetts
$820K -$18.1K -205 -2%
AWM
1661
AE Wealth Management
Kansas
$817K +$496K +5,625 +153%
PWM
1662
Perigon Wealth Management
California
$815K -$30.6K -347 -4%
AWA
1663
ARS Wealth Advisors
Florida
$813K +$163K +1,852 +25%
LC
1664
Lourd Capital
California
$804K +$39.5K +448 +5%
JFGLC
1665
Johnson Financial Group LLC (Colorado)
Colorado
$802K -$506K -5,734 -39%
WA
1666
Wheatland Advisors
Pennsylvania
$801K – – –
FPCG
1667
Fort Pitt Capital Group
Pennsylvania
$795K -$108K -1,229 -12%
GHAM
1668
Gilman Hill Asset Management
Connecticut
$793K -$428K -4,853 -35%
SHCM
1669
Stokes & Hubbell Capital Management
Louisiana
$788K +$47.6K +539 +6%
CC
1670
Cannell & Co
New York
$782K +$29.5K +334 +4%
GWCM
1671
Godshalk Welsh Capital Management
Pennsylvania
$779K – – –
GLA
1672
Good Life Advisors
Pennsylvania
$779K +$532K +6,030 +199%
CIM
1673
Cetera Investment Management
California
$777K -$669K -7,585 -46%
EWA
1674
Exencial Wealth Advisors
Oklahoma
$777K +$125K +1,414 +18%
RTS
1675
Round Table Services
New Jersey
$776K +$44.1K +500 +6%
65 66
67
68 69