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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
1676
Fairview Capital Investment Management
California
$265K – – –
CAM
1677
Concorde Asset Management
Michigan
$264K +$284K +4,720 New
ARMC
1678
American Research & Management Company
Massachusetts
$262K – – –
GWA
1679
Genesis Wealth Advisors
Massachusetts
$261K +$257K +4,265 New
IC
1680
Intersect Capital
California
$260K +$250K +4,155 New
CWA
1681
Constellation Wealth Advisors
New York
$255K -$115K -1,908 -32%
RSVP
1682
Ramsay Stattman Vela & Price
Colorado
$255K -$15K -250 -6%
WG
1683
Welch Group
Alabama
$255K -$4.75K -79 -2%
DIP
1684
DT Investment Partners
Pennsylvania
$255K – – –
AIIMS
1685
Analyst IMS Investment Management Services
Israel
$254K +$243K +4,039 New
RWM
1686
Rench Wealth Management
Texas
$252K +$481 +8 +0.2%
AFG
1687
Albion Financial Group
Utah
$251K – – –
BWA
1688
Burt Wealth Advisors
Maryland
$248K +$239K +3,968 New
JFA
1689
JNBA Financial Advisors
Minnesota
$247K – – –
AMG
1690
Asset Management Group
Connecticut
$247K +$1.14K +19 +0.5%
AI
1691
Accredited Investors
Minnesota
$244K -$45.3K -753 -16%
NYLIM
1692
New York Life Investment Management
New York
$244K +$235K +3,902 New
VWM
1693
Vector Wealth Management
Minnesota
$242K +$7.7K +128 +3%
NG
1694
Northstar Group
New York
$239K +$230K +3,825 New
PHK
1695
Point72 Hong Kong
Hong Kong
$238K +$229K +3,803 New
BFPW
1696
BOK Financial Private Wealth
Colorado
$237K -$46.6K -775 -17%
GWS
1697
Glassman Wealth Services
Virginia
$237K +$228K +3,785 New
GGPS
1698
Gary Goldberg Planning Services
New York
$235K -$3.01K -50 -1%
HHAM
1699
HITE Hedge Asset Management
Massachusetts
$235K – – –
MKC
1700
M. Kraus & Co
Vermont
$234K -$1.5K -25 -0.7%
66 67
68
69 70