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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1701
Symmetry Investments
Jersey
$3.3M +$3.41M +22,772 New
NCM
1702
NCM Capital Management
New Jersey
$3.3M -$22.9K -153 -0.7%
QPWM
1703
Quadrant Private Wealth Management
Pennsylvania
$3.3M -$120K -798 -3%
AMG
1704
Advisors Management Group
Wisconsin
$3.29M -$13.6K -91 -0.4%
SCM
1705
Seascape Capital Management
New Hampshire
$3.29M +$12.7K +85 +0.4%
BTWM
1706
Baker Tilly Wealth Management
Wisconsin
$3.28M -$3.09M -20,641 -48%
WIM
1707
WealthPlan Investment Management
Nebraska
$3.28M +$1.61M +10,731 +90%
GLR
1708
Great Lakes Retirement
Ohio
$3.27M +$59.8K +399 +2%
BEC
1709
Blue Edge Capital
Virginia
$3.26M +$1.5K +10 +0%
NWM
1710
Northcape Wealth Management
New York
$3.26M -$49.5K -330 -1%
GGHC
1711
Gilder Gagnon Howe & Co
New York
$3.26M -$16K -107 -0.5%
BO
1712
Bank OZK
Arkansas
$3.26M -$880K -5,873 -21%
GIM
1713
Guardian Investment Management
California
$3.26M – – –
TFA
1714
Trinity Financial Advisors
Ohio
$3.26M +$191K +1,272 +6%
CIP
1715
Convergence Investment Partners
Florida
$3.26M +$234K +1,562 +7%
LS
1716
Leelyn Smith
Illinois
$3.26M +$55.3K +369 +2%
PFGIA
1717
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M +$125K +832 +4%
BMC
1718
Beaton Management Company
Massachusetts
$3.25M -$42.4K -283 -1%
AAM
1719
Alphadyne Asset Management
New York
$3.24M +$2.71M +18,100 +424%
LOAMS
1720
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M +$70.9K +473 +2%
CB
1721
CNB Bank
Pennsylvania
$3.23M +$91.6K +611 +3%
AM
1722
Account Management
Massachusetts
$3.22M -$453K -3,025 -12%
HCM
1723
Highlander Capital Management
New Jersey
$3.22M +$1.19M +7,917 +55%
EWM
1724
Evermay Wealth Management
Virginia
$3.22M -$26.1K -174 -0.8%
ACS
1725
Archford Capital Strategies
Illinois
$3.2M +$145K +970 +5%
67 68
69
70 71