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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1801
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$68.6K +723 +4%
DAM
1802
Delta Asset Management
Tennessee
$1.65M -$26.9K -283 -2%
TCM
1803
Tandem Capital Management
New Jersey
$1.65M -$46.5K -490 -3%
PC
1804
Port Capital
Illinois
$1.65M +$3.13K +33 +0.2%
CAC
1805
Certified Advisory Corp
Florida
$1.64M +$280K +2,948 +20%
OL
1806
Optas LLC
Texas
$1.64M +$542K +5,713 +49%
DTC
1807
Davidson Trust Company
Washington
$1.64M +$9.49K +100 +0.6%
BOS
1808
Bingham Osborn & Scarborough
California
$1.63M +$18.5K +195 +1%
BEC
1809
Blue Edge Capital
Virginia
$1.63M +$201K +2,115 +14%
MWM
1810
Mattern Wealth Management
Kansas
$1.63M +$37K +390 +2%
FPIS
1811
Financial Planning & Information Services
Wisconsin
$1.63M – – –
MIP
1812
Marietta Investment Partners
Wisconsin
$1.63M +$80.6K +850 +5%
BCM
1813
Brooktree Capital Management
Michigan
$1.62M – – –
SCM
1814
Seascape Capital Management
New Hampshire
$1.62M -$21.8K -230 -1%
WCM
1815
Weik Capital Management
Pennsylvania
$1.61M -$147K -1,550 -8%
NME
1816
Notis-McConarty Edward
$1.6M – – –
MWM
1817
Mission Wealth Management
California
$1.6M +$232K +2,444 +17%
OA
1818
Oak Associates
Ohio
$1.6M – – –
GGHC
1819
Gilder Gagnon Howe & Co
New York
$1.59M -$2.18K -23 -0.1%
NWP
1820
Northstar Wealth Partners
Connecticut
$1.59M +$127K +1,338 +9%
TWI
1821
Thomas White International
Illinois
$1.59M – – –
CWM
1822
Connecticut Wealth Management
Connecticut
$1.58M -$7.78K -82 -0.5%
SCM
1823
Spreng Capital Management
Ohio
$1.58M -$204K -2,153 -11%
CFFP
1824
Center for Financial Planning
Michigan
$1.58M +$71.8K +757 +5%
FCCM
1825
First City Capital Management
Georgia
$1.58M +$7.68K +81 +0.5%
71 72
73
74 75