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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CLM
1851
ClearBridge LLC (Maryland)
Maryland
$154K – – –
AF
1852
Allworth Financial
California
$153K -$5.8K -89 -4%
TCCM
1853
Timber Creek Capital Management
Massachusetts
$147K +$65.2K +1,000 +82%
CFA
1854
CT Financial Advisors
Pennsylvania
$146K +$5.8K +89 +4%
TCM
1855
Tradewinds Capital Management
Washington
$145K +$32.7K +501 +30%
PCTC
1856
Perkins Coie Trust Company
Washington
$144K – – –
ICM
1857
Ionic Capital Management
New York
$142K +$139K +2,126 New
PCC
1858
Park Circle Company
Maryland
$127K – – –
BL
1859
Balentine LLC
Georgia
$127K +$15.7K +241 +14%
WA
1860
Winfield Associates
Ohio
$121K – – –
TCM
1861
Tanaka Capital Management
New York
$115K – – –
MWM
1862
MinichMacGregor Wealth Management
New York
$113K -$261 -4 -0.2%
PFS
1863
Physicians Financial Services
North Carolina
$109K -$51.1K -784 -32%
SEIA
1864
Signature Estate & Investment Advisors
California
$108K -$101K -1,550 -49%
HCM
1865
Horrell Capital Management
Arkansas
$104K – – –
MSFP
1866
Mark Sheptoff Financial Planning
Connecticut
$102K +$13K +200 +15%
PWM
1867
Perigon Wealth Management
California
$99K +$11.7K +180 +14%
AIS
1868
Accurate Investment Solutions
Pennsylvania
$97K -$2.93K -45 -3%
TJHA
1869
Thomas J. Herzfeld Advisors
Florida
$97K +$326 +5 +0.3%
PCP
1870
Proficio Capital Partners
Massachusetts
$95K +$1.37K +21 +1%
TFO
1871
Tarbox Family Office
California
$95K +$1.43K +22 +2%
PFO
1872
Pathstone Family Office
New Jersey
$93K -$5.22K -80 -5%
SGAM
1873
Smith Group Asset Management
Texas
$91K +$7.17K +110 +9%
RFWA
1874
RPg Family Wealth Advisory
Massachusetts
$88.6K -$652 -10 -0.7%
ACM
1875
Americafirst Capital Management
California
$87.7K – – –
73 74
75
76 77