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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1926
First Dallas Securities
Texas
$1.03M – – –
GA
1927
Geller Advisors
New York
$1.03M +$69.5K +630 +7%
PP
1928
PDS Planning
Ohio
$1.02M +$84K +762 +9%
MS
1929
Maven Securities
Jersey
$1.02M +$1M +9,096 New
WA
1930
Wheatland Advisors
Pennsylvania
$1.01M – – –
HJMC
1931
Hellman Jordan Management Company
Massachusetts
$1.01M -$309K -2,800 -24%
TCM
1932
Teza Capital Management
Illinois
$1.01M -$1.34M -12,145 -57%
MSS
1933
Mitchell Sinkler & Starr
Pennsylvania
$1.01M +$41.9K +380 +4%
SMFS
1934
Squar Milner Financial Services
California
$1M +$166K +1,504 +20%
IC
1935
Inscription Capital
Texas
$1M +$493K +4,468 +96%
AA
1936
Alesco Advisors
New York
$998K – – –
DHFB
1937
Dixon Hubard Feinour & Brown
Virginia
$997K +$5.51K +50 +0.6%
SRC
1938
Sage Rhino Capital
California
$993K +$20.3K +184 +2%
SIA
1939
Starfire Investment Advisers
Michigan
$991K +$22.9K +208 +2%
OSAM
1940
O'Shaughnessy Asset Management
Connecticut
$989K -$2.02M -18,361 -67%
BRM
1941
Boston Research & Management
Massachusetts
$989K – – –
FFSOTS
1942
Fiduciary Financial Services of The Southwest
Texas
$987K -$41K -372 -4%
PA
1943
Probity Advisors
Texas
$987K -$2.54K -23 -0.3%
SC
1944
Searle & Co
Connecticut
$985K – – –
CAAS
1945
Capital Asset Advisory Services
Michigan
$976K +$693K +6,284 +256%
GFP
1946
Gryphon Financial Partners
Ohio
$974K -$265K -2,403 -22%
PFA
1947
Paradigm Financial Advisors
Missouri
$969K +$8.27K +75 +0.9%
MCWS
1948
McKinley Carter Wealth Services
West Virginia
$969K +$27.5K +249 +3%
EWM
1949
Executive Wealth Management
Michigan
$966K +$366K +3,319 +62%
CG
1950
CFO4Life Group
Texas
$965K -$658K -5,964 -41%
76 77
78
79 80