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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1951
Wilkins Investment Counsel
Massachusetts
$693K -$21.9K -200 -3%
CHA
1952
Carmichael Hill & Associates
Maryland
$691K +$33K +301 +5%
GSBTD
1953
Glenview State Bank Trust Department
Illinois
$689K – – –
CMTU
1954
Capital Markets Trading (UK)
United Kingdom
$688K +$84.8K +773 +13%
LIA
1955
LBMC Investment Advisors
Tennessee
$688K +$149K +1,359 +26%
BWM
1956
Baystate Wealth Management
Massachusetts
$685K -$8.45K -77 -1%
BFG
1957
Beacon Financial Group
Texas
$684K +$110 +1 +0%
NCM
1958
Northside Capital Management
Oregon
$678K -$11.5K -105 -2%
RHAM
1959
Round Hill Asset Management
California
$675K -$44.3K -404 -6%
HI
1960
Harrington Investments
California
$675K – – –
CCC
1961
Chelsea Counsel Company
California
$666K – – –
PGA
1962
Portland Global Advisors
Maine
$666K +$7.02K +64 +1%
OIA
1963
OneDigital Investment Advisors
Kansas
$663K +$104K +944 +17%
IWP
1964
Icon Wealth Partners
Texas
$659K -$222K -2,025 -24%
MFW
1965
Meristem Family Wealth
Minnesota
$658K -$14.3K -130 -2%
RB
1966
Rodgers Brothers
Pennsylvania
$658K +$17.1K +156 +3%
TRIM
1967
Thompson Rubinstein Investment Management
Oregon
$652K – – –
WAG
1968
Winthrop Advisory Group
Massachusetts
$650K +$122K +1,111 +22%
THWM
1969
Taylor Hoffman Wealth Management
Virginia
$649K +$110 +1 +0%
JWA
1970
JFS Wealth Advisors
Pennsylvania
$648K -$22.5K -205 -3%
CWM
1971
Connecticut Wealth Management
Connecticut
$647K -$7.13K -65 -1%
HHGA
1972
Halbert Hargrove Global Advisors
California
$644K -$9.87K -90 -1%
ODCM
1973
Old Dominion Capital Management
Virginia
$644K +$12.3K +112 +2%
AF
1974
Aldebaran Financial
$642K +$16.8K +153 +3%
MSAM
1975
Moloney Securities Asset Management
Missouri
$641K +$439 +4 +0.1%
77 78
79
80 81