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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
1901
First National Bank Sioux Falls
South Dakota
$821K – – –
STMM
1902
South Texas Money Management
Texas
$817K +$62.3K +549 +8%
HKIM
1903
Hayek Kallen Investment Management
Alabama
$814K -$4.09K -36 -0.5%
OIA
1904
OneDigital Investment Advisors
Kansas
$812K +$93.5K +824 +13%
QPWM
1905
Quadrant Private Wealth Management
Pennsylvania
$811K +$19.9K +175 +2%
CA
1906
Cornerstone Advisory
Maryland
$809K +$30.8K +271 +4%
FA
1907
Fortis Advisors
Pennsylvania
$803K -$5.68K -50 -0.7%
BB
1908
Bell Bank
North Dakota
$797K -$114 -1 -0%
EAM
1909
Evanson Asset Management
California
$796K -$341 -3 -0%
PFS
1910
Physicians Financial Services
North Carolina
$796K +$22.8K +201 +3%
MJRIC
1911
Mogy Joel R Investment Counsel
California
$796K +$44.3K +390 +6%
WA
1912
WESPAC Advisors
California
$796K +$186K +1,642 +30%
AF
1913
Allworth Financial
California
$796K +$226K +1,991 +39%
BA
1914
BKS Advisors
Michigan
$791K -$22.6K -199 -3%
WAG
1915
Winthrop Advisory Group
Massachusetts
$791K +$86.8K +765 +12%
DWM
1916
Destination Wealth Management
California
$789K +$38.9K +343 +5%
AF
1917
Affiance Financial
Minnesota
$788K -$8.51K -75 -1%
AIM
1918
Advantage Investment Management
Iowa
$787K -$114K -1,006 -13%
IF
1919
IRON Financial
Illinois
$784K +$12.7K +112 +2%
BWM
1920
Baystate Wealth Management
Massachusetts
$784K +$68K +599 +9%
HA
1921
Hamel Associates
New Jersey
$779K – – –
CA
1922
Cambridge Advisors
Nebraska
$778K -$278K -2,449 -26%
RIA
1923
Regal Investment Advisors
Michigan
$773K -$57.1K -503 -7%
CIP
1924
Capital Insight Partners
Arizona
$768K – – –
DAM
1925
Deltec Asset Management
New York
$767K -$2.1M -18,500 -73%
75 76
77
78 79