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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1776
Gemmer Asset Management
California
$193K -$6.33K -97 -3%
CFA
1777
CT Financial Advisors
Pennsylvania
$187K – – –
PCTC
1778
Perkins Coie Trust Company
Washington
$153K -$6.53K -100 -4%
HF
1779
Hoxton Financial
West Virginia
$152K – – –
SC
1780
SRB Corp
Massachusetts
$149K -$43.3K -663 -23%
CFSG
1781
Community Financial Services Group
Vermont
$146K +$65.3K +1,000 +86%
MCM
1782
MV Capital Management
Maryland
$141K +$24.7K +379 +22%
HTHT
1783
Hemenway Trust Hemenway Trust
New Hampshire
$136K -$24.8K -380 -16%
CAL
1784
Capital Advisors Ltd
Ohio
$135K +$40.3K +617 +45%
BBPWM
1785
Blue Bell Private Wealth Management
Pennsylvania
$134K – – –
RFA
1786
Reilly Financial Advisors
California
$133K -$1.76K -27 -1%
TCM
1787
Tradewinds Capital Management
Washington
$132K +$68K +1,042 +116%
SC
1788
Saturna Capital
Washington
$131K -$45.7K -700 -27%
KLWA
1789
Kelly Lawrence W & Associates
California
$122K – – –
TCM
1790
Tanaka Capital Management
New York
$117K – – –
TWMP
1791
Taylor Wealth Management Partners
Massachusetts
$117K +$39.2K +600 +53%
HCP
1792
Holt Capital Partners
Texas
$110K – – –
MSFP
1793
Mark Sheptoff Financial Planning
Connecticut
$109K +$65 +1 +0.1%
HCM
1794
Horrell Capital Management
Arkansas
$106K – – –
MUS
1795
Mitsubishi UFJ Securities
Japan
$106K +$59.4K +910 +138%
LWA
1796
Lenox Wealth Advisors
New York
$96K – – –
AF
1797
Allworth Financial
California
$93K -$8.23K -126 -8%
TFO
1798
Tarbox Family Office
California
$91K – – –
GI
1799
Gradient Investments
Minnesota
$90K +$31.3K +479 +56%
PCC
1800
Park Circle Company
Maryland
$88K – – –