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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1826
Jackson Grant Investment Advisers
Connecticut
$118K +$23.7K +405 +25%
PCTC
1827
Perkins Coie Trust Company
Washington
$116K +$3.68K +63 +3%
PCC
1828
Park Circle Company
Maryland
$113K +$35K +600 +46%
WA
1829
Winfield Associates
Ohio
$109K +$38K +650 +54%
SGAM
1830
Smith Group Asset Management
Texas
$108K +$28.4K +486 +37%
TIM
1831
Tortoise Investment Management
New York
$107K +$95.9K +1,642 +972%
AIM
1832
Acrospire Investment Management
Illinois
$107K +$105K +1,800 New
TCM
1833
Tradewinds Capital Management
Washington
$103K -$3.45K -59 -3%
TCM
1834
Tanaka Capital Management
New York
$102K
VCM
1835
Vigilant Capital Management
Maine
$101K -$8.06K -138 -7%
MWM
1836
MinichMacGregor Wealth Management
New York
$101K +$6.07K +104 +6%
HCP
1837
Holt Capital Partners
Texas
$96K +$94.6K +1,620 New
SEC
1838
Seven Eight Capital
New York
$95K +$93.4K +1,600 New
RFWA
1839
RPg Family Wealth Advisory
Massachusetts
$94.2K +$61.6K +1,055 +197%
HCM
1840
Horrell Capital Management
Arkansas
$93K
TFO
1841
Tarbox Family Office
California
$84K +$1.99K +34 +2%
CAL
1842
Capital Advisors Ltd
Ohio
$82K
AIS
1843
Accurate Investment Solutions
Pennsylvania
$79K +$10.3K +176 +15%
PWM
1844
Perigon Wealth Management
California
$78K +$88.2K +1,511 New
FMA
1845
FNY Managed Accounts
New York
$77.2K +$76.2K +1,304 New
PFO
1846
Pathstone Family Office
New Jersey
$77K +$75.2K +1,287 New
MSFP
1847
Mark Sheptoff Financial Planning
Connecticut
$75K -$14.3K -244 -16%
AOWM
1848
Alpha Omega Wealth Management
Virginia
$75K +$13.1K +224 +22%
TCCM
1849
Timber Creek Capital Management
Massachusetts
$72K -$11.7K -200 -14%
LWA
1850
Lenox Wealth Advisors
New York
$71K -$15.7K -268 -18%