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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1751
Affiance Financial
Minnesota
$609K – – –
RHAM
1752
Round Hill Asset Management
California
$608K -$24.3K -276 -4%
RW
1753
REDW Wealth
New Mexico
$608K -$88 -1 -0%
PCMC
1754
Paragon Capital Management (Colorado)
Colorado
$606K +$608K +6,896 New
BCP
1755
Berkeley Capital Partners
Georgia
$604K -$61.8K -700 -9%
WG
1756
Welch Group
Alabama
$604K +$176K +2,000 +41%
AIM
1757
Arcadia Investment Management
Michigan
$603K – – –
PFA
1758
Paradigm Financial Advisors
Missouri
$597K +$1.85K +21 +0.3%
AW
1759
Alpha Windward
Massachusetts
$595K -$23.4K -265 -4%
WDL
1760
Well Done LLC
Michigan
$595K +$23.9K +271 +4%
PG
1761
Proffitt & Goodson
Tennessee
$593K +$42.3K +480 +8%
WCM
1762
Weik Capital Management
Pennsylvania
$589K -$17.6K -200 -3%
HH
1763
Hilltop Holdings
Texas
$589K -$10.6K -120 -2%
HJA
1764
Hugh Johnson Advisors
New York
$588K -$13.1K -149 -2%
IIA
1765
IPG Investment Advisors
California
$583K -$28.2K -320 -5%
FPFS
1766
First Personal Financial Services
North Carolina
$582K +$124K +1,400 +27%
SOADOR
1767
State of Alaska Department of Revenue
Alaska
$582K +$585K +6,635 New
AWE
1768
Avidian Wealth Enterprises
Texas
$581K +$114K +1,295 +24%
GSBTD
1769
Glenview State Bank Trust Department
Illinois
$580K – – –
RWM
1770
Raffa Wealth Management
District of Columbia
$579K -$95.5K -1,083 -14%
RMCM
1771
Reynders McVeigh Capital Management
Massachusetts
$578K -$8.82K -100 -1%
WMC
1772
Westwood Management Corporation
Illinois
$571K +$92.1K +1,044 +19%
CI
1773
Cambiar Investors
Colorado
$567K -$34.6K -392 -6%
GC
1774
Gratry & Company
Ohio
$566K -$21.6K -245 -4%
CA
1775
Cornerstone Advisory
Maryland
$566K -$8.29K -94 -1%
69 70
71
72 73