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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1951
Tiller Private Wealth
Pennsylvania
$647K +$46.6K +460 +8%
UC
1952
Unio Capital
New Jersey
$646K +$612K +6,040 New
AF
1953
Aldebaran Financial
$642K +$32.6K +322 +6%
BCM
1954
Breiter Capital Management
Florida
$639K +$605K +5,973 New
AW
1955
Alpha Windward
Massachusetts
$638K -$14.8K -146 -2%
BFG
1956
Beacon Financial Group
Texas
$638K -$12K -119 -2%
VC
1957
Vicus Capital
Pennsylvania
$638K -$2.02K -20 -0.3%
CYG
1958
Clean Yield Group
Vermont
$637K -$122K -1,200 -17%
NVIM
1959
New Vernon Investment Management
Illinois
$637K – – –
BAM
1960
Bruderman Asset Management
New York
$637K +$30.7K +303 +5%
MFW
1961
Meristem Family Wealth
Minnesota
$636K – – –
JA
1962
JOYN Advisors
Georgia
$636K +$603K +5,952 New
FLII
1963
First Long Island Investors
New York
$635K +$3.54K +35 +0.6%
RB
1964
Rodgers Brothers
Pennsylvania
$633K -$10.1K -100 -2%
OFW
1965
Omnia Family Wealth
Florida
$633K +$50.1K +495 +9%
PGA
1966
Premia Global Advisors
Florida
$632K +$600K +5,928 New
CWM
1967
Connecticut Wealth Management
Connecticut
$629K -$150K -1,482 -20%
MCA
1968
Morris Capital Advisors
Pennsylvania
$629K -$506 -5 -0.1%
PIM
1969
Provident Investment Management
Michigan
$627K – – –
SFG
1970
SNS Financial Group
Minnesota
$623K -$23.4K -231 -4%
FRM
1971
Fox Run Management
Connecticut
$621K +$588K +5,807 New
MLIC
1972
Mandatum Life Insurance Company
Finland
$620K – – –
CIP
1973
Capital Insight Partners
Arizona
$617K -$22.8K -225 -4%
GTAM
1974
Global Trust Asset Management
Florida
$616K +$584K +5,765 New
CVM
1975
Cheviot Value Management
California
$615K +$51.9K +513 +10%
77 78
79
80 81