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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1751
Sather Financial Group
Texas
$1.16M – – –
MIM
1752
Miller Investment Management
Pennsylvania
$1.15M – – –
BHBT
1753
Burke & Herbert Bank & Trust
Virginia
$1.15M +$21.9K +200 +2%
OAM
1754
Oak Asset Management
California
$1.15M +$9.76K +89 +0.8%
TMC
1755
Trellus Management Company
Florida
$1.15M – – –
JA
1756
JOYN Advisors
Georgia
$1.14M +$708K +6,453 +143%
PG
1757
Proffitt & Goodson
Tennessee
$1.13M -$117K -1,067 -9%
GA
1758
Geller Advisors
New York
$1.13M – – –
HFA
1759
High Falls Advisors
New York
$1.12M -$9.32K -85 -0.8%
JFA
1760
JNBA Financial Advisors
Minnesota
$1.11M – – –
SAM
1761
Shamrock Asset Management
Texas
$1.11M -$7.79K -71 -0.7%
BFA
1762
Beaumont Financial Advisors
Massachusetts
$1.11M +$258K +2,356 +28%
CAAS
1763
Capital Asset Advisory Services
Michigan
$1.11M -$66.8K -609 -5%
MPPLM
1764
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$14.3K +130 +1%
RP
1765
Riverbridge Partners
Minnesota
$1.1M – – –
WAP
1766
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$69.8K +636 +6%
SFG
1767
Summit Financial Group
West Virginia
$1.1M – – –
VHAM
1768
Van Hulzen Asset Management
California
$1.09M +$658K +5,995 +134%
QT
1769
Quantbot Technologies
New York
$1.09M +$693K +6,313 +152%
WMC
1770
Westwood Management Corporation
Illinois
$1.09M -$21.7M -197,498 -95%
BIA
1771
Bigelow Investment Advisors
Maine
$1.09M +$27.4K +250 +2%
CAG
1772
Crestwood Advisors Group
Massachusetts
$1.08M -$14.2K -129 -1%
RWM
1773
Ritholtz Wealth Management
New York
$1.08M +$59.9K +546 +6%
PFC
1774
Phocas Financial Corp
California
$1.07M – – –
CAI
1775
Capital Advisors Inc
Oklahoma
$1.07M -$18.6K -170 -2%
69 70
71
72 73