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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1951
Klingman & Associates
New York
$901K +$278K +2,700 +44%
TMAM
1952
Tokio Marine Asset Management
Japan
$900K +$99.6K +967 +12%
WC
1953
Whitnell & Co
Illinois
$899K +$82.7K +803 +10%
DHFB
1954
Dixon Hubard Feinour & Brown
Virginia
$897K +$23.4K +227 +3%
PA
1955
Probity Advisors
Texas
$896K -$3.3K -32 -0.4%
BRM
1956
Boston Research & Management
Massachusetts
$896K – – –
CBA
1957
Coastal Bridge Advisors
Connecticut
$894K -$413K -4,013 -31%
SC
1958
Searle & Co
Connecticut
$892K +$8.96K +87 +1%
CM
1959
Columbus Macro
Pennsylvania
$880K -$29.6K -287 -3%
GIM
1960
Greylin Investment Management
Virginia
$880K -$15.5K -150 -2%
SRC
1961
Sage Rhino Capital
California
$880K +$896K +8,698 New
IIA
1962
IPG Investment Advisors
California
$877K +$7.73K +75 +0.9%
SIA
1963
Starfire Investment Advisers
Michigan
$877K +$246K +2,390 +38%
MSS
1964
Mitchell Sinkler & Starr
Pennsylvania
$876K +$96.8K +940 +12%
NHC
1965
Nicholas Hoffman & Company
Georgia
$872K +$70.4K +683 +9%
GA
1966
Geller Advisors
New York
$871K +$2.68K +26 +0.3%
PFA
1967
Paradigm Financial Advisors
Missouri
$870K +$50.1K +486 +6%
LF
1968
Lantz Financial
Illinois
$868K +$883K +8,575 New
NWM
1969
Northwest Wealth Management
Iowa
$863K +$7.73K +75 +0.9%
CC
1970
Centiva Capital
New York
$861K +$877K +8,510 New
WCA
1971
Windsor Creek Advisors
Vermont
$860K -$1.27M -12,376 -59%
RCM
1972
Requisite Capital Management
Texas
$858K +$618 +6 +0.1%
FBFS
1973
First Business Financial Services
Wisconsin
$856K -$47.4K -460 -5%
MCWS
1974
McKinley Carter Wealth Services
West Virginia
$852K -$8.86K -86 -1%
EWM
1975
Empirical Wealth Management
Washington
$849K +$116K +1,122 +15%
77 78
79
80 81