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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1751
SpiderRock Advisors
Delaware
$619K – – –
SMC
1752
Smith, Moore & Co
Missouri
$617K -$7.94K -90 -1%
PGA
1753
Portland Global Advisors
Maine
$617K – – –
VC
1754
Vicus Capital
Pennsylvania
$616K +$51.6K +585 +9%
CCB
1755
Cutter & Co Brokerage
Missouri
$615K -$10.5K -119 -2%
BWM
1756
Baystate Wealth Management
Massachusetts
$614K +$216K +2,448 +52%
NED
1757
Nancy E. Dempze
$610K +$251K +2,845 +69%
AF
1758
Affiance Financial
Minnesota
$609K – – –
RHAM
1759
Round Hill Asset Management
California
$608K -$24.3K -276 -4%
RW
1760
REDW Wealth
New Mexico
$608K -$88 -1 -0%
PCMC
1761
Paragon Capital Management (Colorado)
Colorado
$606K +$608K +6,896 New
BCP
1762
Berkeley Capital Partners
Georgia
$604K -$61.8K -700 -9%
WG
1763
Welch Group
Alabama
$604K +$176K +2,000 +41%
AIM
1764
Arcadia Investment Management
Michigan
$603K – – –
PFA
1765
Paradigm Financial Advisors
Missouri
$597K +$1.85K +21 +0.3%
AW
1766
Alpha Windward
Massachusetts
$595K -$23.4K -265 -4%
WDL
1767
Well Done LLC
Michigan
$595K +$23.9K +271 +4%
PG
1768
Proffitt & Goodson
Tennessee
$593K +$42.3K +480 +8%
WCM
1769
Weik Capital Management
Pennsylvania
$589K -$17.6K -200 -3%
HH
1770
Hilltop Holdings
Texas
$589K -$10.6K -120 -2%
HJA
1771
Hugh Johnson Advisors
New York
$588K -$13.1K -149 -2%
IIA
1772
IPG Investment Advisors
California
$583K -$28.2K -320 -5%
FPFS
1773
First Personal Financial Services
North Carolina
$582K +$124K +1,400 +27%
SOADOR
1774
State of Alaska Department of Revenue
Alaska
$582K +$585K +6,635 New
AWE
1775
Avidian Wealth Enterprises
Texas
$581K +$114K +1,295 +24%
69 70
71
72 73