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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
1851
Levin Capital Strategies
New York
$145K -$3.02M -46,349 -2%
PCTC
1852
Perkins Coie Trust Company
Washington
$144K – – –
ICM
1853
Ionic Capital Management
New York
$142K +$139K +2,126 New
PCC
1854
Park Circle Company
Maryland
$127K – – –
BL
1855
Balentine LLC
Georgia
$127K +$15.7K +241 +14%
WA
1856
Winfield Associates
Ohio
$121K – – –
TCM
1857
Tanaka Capital Management
New York
$115K – – –
MWM
1858
MinichMacGregor Wealth Management
New York
$113K -$261 -4 -0.2%
PFS
1859
Physicians Financial Services
North Carolina
$109K -$51.1K -784 -32%
SEIA
1860
Signature Estate & Investment Advisors
California
$108K -$101K -1,550 -49%
HCM
1861
Horrell Capital Management
Arkansas
$104K – – –
MSFP
1862
Mark Sheptoff Financial Planning
Connecticut
$102K +$13K +200 +15%
PWM
1863
Perigon Wealth Management
California
$99K +$11.7K +180 +14%
AIS
1864
Accurate Investment Solutions
Pennsylvania
$97K -$2.93K -45 -3%
TJHA
1865
Thomas J. Herzfeld Advisors
Florida
$97K +$326 +5 +0.3%
PCP
1866
Proficio Capital Partners
Massachusetts
$95K +$1.37K +21 +1%
TFO
1867
Tarbox Family Office
California
$95K +$1.43K +22 +2%
PFO
1868
Pathstone Family Office
New Jersey
$93K -$5.22K -80 -5%
SGAM
1869
Smith Group Asset Management
Texas
$91K +$7.17K +110 +9%
RFWA
1870
RPg Family Wealth Advisory
Massachusetts
$88.6K -$652 -10 -0.7%
ACM
1871
Americafirst Capital Management
California
$87.7K – – –
CAL
1872
Capital Advisors Ltd
Ohio
$86K – – –
DPA
1873
Delphi Private Advisors
California
$84K -$32.1K -492 -28%
AOWM
1874
Alpha Omega Wealth Management
Virginia
$84K – – –
SCA
1875
Stuart Chaussee & Associates
California
$83K +$20.5K +315 +34%
73 74
75
76 77