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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1826
Fusion Family Wealth
New York
$941K +$780K +7,699 +700%
ORI
1827
Oak Ridge Investments
Illinois
$938K
IA
1828
IndexIQ Advisors
New York
$938K +$888K +8,769 New
GFP
1829
Gryphon Financial Partners
Ohio
$937K +$887K +8,761 New
WCM
1830
Weik Capital Management
Pennsylvania
$935K
IUHSA
1831
Itau Unibanco Holding S.A.
Brazil
$934K -$153K -1,510 -15%
SC
1832
Searle & Co
Connecticut
$933K
BOS
1833
Bingham Osborn & Scarborough
California
$929K +$103K +1,014 +13%
SFG
1834
Summit Financial Group
West Virginia
$922K -$51.8K -512 -6%
RP
1835
Rowlandmiller & Partners
Georgia
$919K -$7.59K -75 -0.9%
Kayne Anderson Rudnick Investment Management
1836
Kayne Anderson Rudnick Investment Management
California
$918K
ACM
1837
Ativo Capital Management
Illinois
$918K +$869K +8,585 New
PFA
1838
Paradigm Financial Advisors
Missouri
$911K +$81K +800 +10%
WA
1839
Wealth Architects
California
$908K -$17.9K -177 -2%
SWA
1840
SFMG Wealth Advisors
Texas
$906K +$4.05K +40 +0.5%
RTS
1841
Round Table Services
New Jersey
$904K -$64K -632 -7%
HCM
1842
Highlander Capital Management
New Jersey
$900K -$15.2K -150 -2%
CCG
1843
Chatham Capital Group
Georgia
$899K
EMG
1844
Ellington Management Group
Connecticut
$898K +$851K +8,400 New
GWCM
1845
Godshalk Welsh Capital Management
Pennsylvania
$888K -$57.4K -567 -6%
JFGLC
1846
Johnson Financial Group LLC (Colorado)
Colorado
$883K -$166K -1,639 -17%
BWM
1847
Baystate Wealth Management
Massachusetts
$879K -$621K -6,130 -78%
DHFB
1848
Dixon Hubard Feinour & Brown
Virginia
$876K +$126K +1,244 +18%
TCB
1849
Texas Capital Bancshares
Texas
$874K -$1.01K -10 -0.1%
GIM
1850
Groesbeck Investment Management
New Jersey
$870K -$21.4K -211 -3%