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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1876
Mercer Capital Advisers
New Jersey
$867K +$34K +300 +4%
AAC
1877
Asset Advisors Corp
Georgia
$867K +$538K +4,750 +152%
BWP
1878
BSW Wealth Partners
Colorado
$862K -$152K -1,344 -15%
EWA
1879
Exencial Wealth Advisors
Oklahoma
$861K -$30.7K -271 -3%
PL
1880
Plancorp LLC
Missouri
$860K +$70.5K +623 +9%
ACM
1881
Ativo Capital Management
Illinois
$858K -$88.3K -780 -9%
GI
1882
GS Investments
Minnesota
$828K +$14.7K +130 +2%
ACM
1883
Armbruster Capital Management
New York
$828K -$55K -486 -6%
CCB
1884
Cutter & Co Brokerage
Missouri
$828K +$14.7K +130 +2%
CAM
1885
Concorde Asset Management
Michigan
$826K +$33.1K +292 +4%
RMCM
1886
Reynders McVeigh Capital Management
Massachusetts
$825K +$137K +1,210 +19%
BCA
1887
Berman Capital Advisors
Georgia
$823K -$16.1K -142 -2%
CA
1888
Cornerstone Advisory
Maryland
$823K +$97K +857 +13%
PFGIA
1889
Patriot Financial Group Insurance Agency
Massachusetts
$820K +$85.6K +756 +11%
PCMC
1890
Paragon Capital Management (Colorado)
Colorado
$820K +$845K +7,460 New
LFG
1891
LifePlan Financial Group
Ohio
$818K -$3.85K -34 -0.5%
DAM
1892
Diamant Asset Management
Connecticut
$818K – – –
FWCM
1893
First Western Capital Management
California
$814K -$2.68M -23,677 -76%
TF
1894
TLWM Financial
Texas
$811K +$24.5K +216 +3%
SP
1895
SWS Partners
Ohio
$810K +$12.1K +107 +1%
EF
1896
Empirical Finance
Pennsylvania
$810K +$906K +8,004 New
DWM
1897
Dynasty Wealth Management
Florida
$809K -$431K -3,810 -34%
WA
1898
Wealth Architects
California
$809K -$128K -1,131 -13%
MAM
1899
Morse Asset Management
Connecticut
$806K +$213K +1,885 +35%
BA
1900
BKS Advisors
Michigan
$803K +$39K +344 +5%
74 75
76
77 78