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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1651
Bingham Osborn & Scarborough
California
$2.54M +$81.8K +638 +4%
TCBWMS
1652
Texas Capital Bank Wealth Management Services
Texas
$2.54M +$2.34M +18,219 New
HCM
1653
Hollencrest Capital Management
California
$2.54M +$385 +3 +0%
GLA
1654
Great Lakes Advisors
Illinois
$2.53M +$285K +2,225 +14%
ZCI
1655
Zevenbergen Capital Investments
Washington
$2.53M -$14.9K -116 -0.6%
WCM
1656
Weik Capital Management
Pennsylvania
$2.53M -$22.4K -175 -1%
CL
1657
Choreo LLC
Illinois
$2.52M +$154K +1,199 +7%
GSC
1658
G&S Capital
Colorado
$2.52M -$247K -1,929 -10%
CAM
1659
Chesapeake Asset Management
New York
$2.5M – – –
MWM
1660
Minot Wealth Management
Massachusetts
$2.5M +$2.35M +18,302 New
SCP
1661
Stamos Capital Partners
California
$2.5M -$322K -2,513 -12%
DAM
1662
Delta Asset Management
Tennessee
$2.5M +$6.03K +47 +0.3%
OSAM
1663
O'Shaughnessy Asset Management
Connecticut
$2.49M +$982K +7,660 +75%
LCM
1664
Liberty Capital Management
Michigan
$2.49M +$11.2K +87 +0.5%
NME
1665
Notis-McConarty Edward
$2.49M -$154K -1,200 -6%
TCM
1666
Tandem Capital Management
New Jersey
$2.48M +$2.28M +17,788 New
NL
1667
NVWM LLC
Pennsylvania
$2.48M -$24.5K -191 -1%
KTC
1668
Kistler-Tiffany Companies
Pennsylvania
$2.48M -$88.2K -688 -4%
CB
1669
CNB Bank
Pennsylvania
$2.47M +$104K +811 +5%
FI
1670
FormulaFolio Investments
Michigan
$2.47M -$96.8K -755 -4%
MFG
1671
Monte Financial Group
Connecticut
$2.47M – – –
CCM
1672
Community Capital Management
Florida
$2.46M – – –
GCA
1673
Gradient Capital Advisors
California
$2.45M +$71.3K +556 +3%
SLT
1674
St Louis Trust
Missouri
$2.45M – – –
KFGK
1675
Keystone Financial Group (Kentucky)
Kentucky
$2.45M +$18.7K +146 +0.8%
65 66
67
68 69