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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1951
HMS Capital Management
Tennessee
$873K -$121K -1,134 -11%
FIM
1952
Freedom Investment Management
Connecticut
$872K -$706K -6,622 -43%
FBFS
1953
First Business Financial Services
Wisconsin
$871K +$643K +6,038 +210%
PA
1954
Probity Advisors
Texas
$867K -$4.26K -40 -0.4%
SRAM
1955
Stone Ridge Asset Management
New York
$867K – – –
BRM
1956
Boston Research & Management
Massachusetts
$864K – – –
GIM
1957
Greylin Investment Management
Virginia
$863K – – –
AA
1958
Alesco Advisors
New York
$860K -$137K -1,287 -13%
SC
1959
Searle & Co
Connecticut
$851K – – –
HPC
1960
HM Payson & Co
Maine
$850K -$43.4M -407,562 -98%
MSAM
1961
Moloney Securities Asset Management
Missouri
$847K +$211K +1,976 +29%
DHFB
1962
Dixon Hubard Feinour & Brown
Virginia
$843K -$58.3K -547 -6%
AWS
1963
AJ Wealth Strategies
New York
$841K +$30.3K +284 +3%
IIA
1964
IPG Investment Advisors
California
$839K +$352K +3,303 +62%
GA
1965
Geller Advisors
New York
$837K -$237K -2,222 -21%
AAM
1966
Arabesque Asset Management
United Kingdom
$837K +$913K +8,571 New
RTS
1967
Round Table Services
New Jersey
$834K -$355K -3,335 -28%
MCWS
1968
McKinley Carter Wealth Services
West Virginia
$831K -$67.1K -630 -7%
SCM
1969
SKBA Capital Management
California
$828K -$14.6M -137,050 -94%
FFW
1970
Fusion Family Wealth
New York
$827K -$16.9K -159 -2%
RCM
1971
Requisite Capital Management
Texas
$826K +$902K +8,465 New
REFI
1972
Requisite Energy Fund I
Texas
$826K +$902K +8,465 New
NWM
1973
Northwest Wealth Management
Iowa
$825K – – –
CFG
1974
Cooper Financial Group
California
$822K +$898K +8,424 New
WDL
1975
Well Done LLC
Michigan
$817K +$80.5K +756 +10%
77 78
79
80 81