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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1826
Blue Bell Private Wealth Management
Pennsylvania
$150K -$20K -320 -12%
LOT
1827
Lombard Odier Transatlantic
Quebec, Canada
$150K
AF
1828
Allworth Financial
California
$148K +$1.94K +31 +1%
SI
1829
Sentry Investments
Ontario, Canada
$147K -$20.5M -328,600 -12%
CLM
1830
ClearBridge LLC (Maryland)
Maryland
$144K +$145K +2,320 New
SC
1831
SRB Corp
Massachusetts
$139K -$9.49K -152 -6%
RFA
1832
Reilly Financial Advisors
California
$134K +$8.87K +142 +7%
PCTC
1833
Perkins Coie Trust Company
Washington
$134K +$12.5K +200 +10%
CFA
1834
CT Financial Advisors
Pennsylvania
$130K -$41.2K -660 -24%
VCM
1835
Vigilant Capital Management
Maine
$129K +$23.5K +376 +22%
ACM
1836
Argentus Capital Management
Texas
$127K -$17.6K -282 -12%
JGIA
1837
Jackson Grant Investment Advisers
Connecticut
$125K +$874 +14 +0.7%
CFS
1838
Commonwealth Financial Services
West Virginia
$124K -$29.2K -467 -19%
PCC
1839
Park Circle Company
Maryland
$118K
WA
1840
Winfield Associates
Ohio
$113K -$1.75K -28 -2%
DPA
1841
Delphi Private Advisors
California
$109K -$15.6K -250 -12%
TCM
1842
Tanaka Capital Management
New York
$108K
MWM
1843
MinichMacGregor Wealth Management
New York
$106K +$375 +6 +0.4%
BL
1844
Balentine LLC
Georgia
$104K -$80.8K -1,294 -44%
TCM
1845
Tradewinds Capital Management
Washington
$104K -$3.87K -62 -4%
HCM
1846
Horrell Capital Management
Arkansas
$97K
RCM
1847
Riverhead Capital Management
Delaware
$96K -$49.2M -787,437 -100%
AIM
1848
Acrospire Investment Management
Illinois
$93K -$18.7K -300 -17%
AIS
1849
Accurate Investment Solutions
Pennsylvania
$93K +$10.3K +165 +12%
PFO
1850
Pathstone Family Office
New Jersey
$92K +$12.5K +200 +16%