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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1676
Dynamic Capital Management
Jersey
$332K +$96.3K +1,649 +42%
SAM
1677
SignalPoint Asset Management
Missouri
$331K +$5.9K +101 +2%
RVPG
1678
Relative Value Partners Group
$330K – – –
AP
1679
AHL Partners
United Kingdom
$330K +$11.3K +193 +4%
DAS
1680
Dynamic Advisor Solutions
Arizona
$326K +$24.5K +419 +8%
AWM
1681
Affinity Wealth Management
Delaware
$324K +$12.8K +220 +4%
LCM
1682
Lucas Capital Management
New Jersey
$323K -$58.4K -1,000 -16%
IIC
1683
Ironwood Investment Counsel
Arizona
$320K +$93.4K +1,599 +42%
PHAM
1684
Palisades Hudson Asset Management
Florida
$319K +$130K +2,221 +70%
DDC
1685
DF Dent & Co
Maryland
$316K -$19.7K -337 -6%
WG
1686
Welch Group
Alabama
$312K -$11.6K -198 -4%
BFPW
1687
BOK Financial Private Wealth
Colorado
$310K – – –
PAA
1688
Peregrine Asset Advisers
Oregon
$309K -$5.84K -100 -2%
MIC
1689
Meridian Investment Counsel
California
$307K -$35K -600 -10%
CHP
1690
Cable Hill Partners
Oregon
$306K -$31.2K -534 -10%
HR
1691
Howe & Rusling
New York
$306K +$51.5K +881 +21%
BAM
1692
Bruderman Asset Management
New York
$306K +$56.3K +964 +23%
BWP
1693
BSW Wealth Partners
Colorado
$305K -$16.3K -279 -5%
OWP
1694
Obermeyer Wealth Partners
Colorado
$304K -$116K -1,979 -28%
NFG
1695
Nadler Financial Group
Illinois
$304K -$1.52K -26 -0.5%
WA1
1696
Wimmer Associates 1
California
$303K -$58.8K -1,006 -16%
BRA
1697
Bender Robert & Associates
California
$303K -$3.8K -65 -1%
ACA
1698
Anchor Capital Advisors
Massachusetts
$301K -$53.9K -923 -15%
PCM
1699
Pointe Capital Management
Michigan
$301K – – –
WIA
1700
Westbourne Investment Advisors
Maryland
$301K – – –
66 67
68
69 70