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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1676
Clearstead Trust
Maine
$1.62M +$54.6K +449 +3%
TCM
1677
Tandem Capital Management
New Jersey
$1.62M +$23.1K +190 +1%
IFWM
1678
Institute for Wealth Management
Colorado
$1.62M -$493K -4,058 -18%
QCM
1679
Quest Capital Management
Texas
$1.62M +$183K +1,507 +9%
FAIM
1680
Financial Advocates Investment Management
Washington
$1.61M -$167K -1,372 -7%
MSA
1681
Marino Stram & Associates
Massachusetts
$1.61M +$159K +1,307 +8%
TCBWMS
1682
Texas Capital Bank Wealth Management Services
Texas
$1.61M -$44.5K -366 -2%
PFSC
1683
Peoples Financial Services Corp
Pennsylvania
$1.6M +$148K +1,215 +7%
PCG
1684
Private Capital Group
Connecticut
$1.6M +$54.2K +446 +3%
PP
1685
Paloma Partners
Connecticut
$1.6M -$55.2M -454,259 -96%
DAM
1686
Delta Asset Management
Tennessee
$1.6M -$17.6K -145 -0.8%
BL
1687
BFSG LLC
California
$1.6M +$71K +584 +3%
KFI
1688
Key Financial Inc
Pennsylvania
$1.6M -$202K -1,659 -9%
MFG
1689
Monte Financial Group
Connecticut
$1.59M – – –
TC
1690
Trust Company
Kansas
$1.59M -$332K -2,732 -13%
NB
1691
Nicolet Bankshares
Wisconsin
$1.58M -$341K -2,805 -14%
SLT
1692
St Louis Trust
Missouri
$1.58M – – –
PC
1693
Port Capital
Illinois
$1.57M -$241K -1,982 -10%
SCM
1694
Seascape Capital Management
New Hampshire
$1.57M -$123K -1,014 -6%
SWA
1695
Sutton Wealth Advisors
Florida
$1.57M +$803K +6,613 +61%
AWM
1696
Aberdeen Wealth Management
Illinois
$1.57M -$17.4K -143 -0.8%
FI
1697
FormulaFolio Investments
Michigan
$1.56M -$41.8K -344 -2%
DTC
1698
Davidson Trust Company
Washington
$1.56M -$29.3K -241 -1%
FPIS
1699
Financial Planning & Information Services
Wisconsin
$1.56M – – –
VAM
1700
Verity Asset Management
North Carolina
$1.56M +$1.6M +13,169 +321%
66 67
68
69 70