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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1701
RB Capital Management
Nevada
$3M +$49.9K +394 +2%
RFMS
1702
RWQ Financial Management Services
Florida
$2.99M +$211K +1,663 +8%
LCM
1703
Leisure Capital Management
California
$2.99M -$54.4K -429 -2%
CCFM
1704
Clear Creek Financial Management
Washington
$2.99M +$153K +1,209 +6%
CCWM
1705
Cassaday & Co Wealth Management
Virginia
$2.99M +$2.82M +22,294 New
PPWP
1706
Proquility Private Wealth Partners
Nevada
$2.99M -$74.4K -587 -3%
AWM
1707
Accurate Wealth Management
Florida
$2.99M +$512K +4,037 +23%
RP
1708
Rowlandmiller & Partners
Georgia
$2.98M – – –
SIM
1709
Sentry Investment Management
Wisconsin
$2.98M +$184K +1,453 +7%
AIA
1710
Affinity Investment Advisors
California
$2.98M +$230K +1,814 +9%
OF
1711
Outfitter Financial
Maine
$2.97M -$4.43K -35 -0.2%
CIA
1712
Cohen Investment Advisors
New Hampshire
$2.97M +$163K +1,287 +6%
IFPG
1713
Intrepid Financial Planning Group
Indiana
$2.96M -$10.8K -85 -0.4%
GA
1714
Greytown Advisors
Florida
$2.95M +$56.5K +446 +2%
SP
1715
Symmetry Partners
Connecticut
$2.94M -$777K -6,130 -22%
CM
1716
Capula Management
Cayman Islands
$2.93M -$5.81M -45,850 -68%
HDIM
1717
Hanson & Doremus Investment Management
Vermont
$2.93M +$444K +3,501 +19%
SWA
1718
SOA Wealth Advisors
New York
$2.93M -$2.28K -18 -0.1%
IIC
1719
Ironwood Investment Counsel
Arizona
$2.93M +$151K +1,194 +6%
MFA
1720
Mayflower Financial Advisors
Massachusetts
$2.92M +$145K +1,142 +6%
GEA
1721
Glen Eagle Advisors
New Jersey
$2.92M -$63.7K -503 -2%
TPM
1722
Triasima Portfolio Management
Quebec, Canada
$2.92M -$432K -3,410 -14%
CCA
1723
Cobblestone Capital Advisors
New York
$2.91M +$112K +886 +4%
PPC
1724
Park Place Capital
Alabama
$2.91M +$2.75M +21,668 New
GKFF
1725
George Kaiser Family Foundation
Oklahoma
$2.9M +$237K +1,873 +9%
67 68
69
70 71