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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1951
Pointe Capital Management
Michigan
$975K – – –
LC
1952
Lincoln Capital
Nebraska
$970K +$933K +8,246 New
MFW
1953
Meristem Family Wealth
Minnesota
$964K -$640K -5,659 -41%
PWAP
1954
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$959K -$497K -4,396 -35%
DCM
1955
Dimension Capital Management
Florida
$956K -$3.51K -31 -0.4%
CA
1956
Cambridge Advisors
Nebraska
$949K +$2.83K +25 +0.3%
RCA
1957
Rowland Carmichael Advisors
Arizona
$949K +$19K +168 +2%
GWCM
1958
Godshalk Welsh Capital Management
Pennsylvania
$949K +$35.1K +310 +4%
SCP
1959
Sandhill Capital Partners
New York
$948K +$33.8K +299 +4%
CG
1960
CFO4Life Group
Texas
$947K -$65.9K -583 -7%
TFCP
1961
Twin Focus Capital Partners
Massachusetts
$941K +$248K +2,189 +38%
EF
1962
Empirical Finance
Pennsylvania
$940K +$15.5K +137 +2%
CBA
1963
Coastal Bridge Advisors
Connecticut
$940K +$17.6K +156 +2%
NWM
1964
Northwest Wealth Management
Iowa
$935K – – –
ADBIC
1965
A.D. Beadell Investment Counsel
Wisconsin
$933K +$181K +1,600 +25%
BCM
1966
Bluefin Capital Management
New York
$931K +$895K +7,909 New
PWAC
1967
Private Wealth Advisors (California)
California
$930K -$10.2K -90 -1%
LF
1968
Lantz Financial
Illinois
$928K -$9.39K -83 -1%
DAM
1969
Doheny Asset Management
California
$927K -$56.6K -500 -6%
MSS
1970
Mitchell Sinkler & Starr
Pennsylvania
$925K -$132K -1,170 -13%
AP
1971
Atwood & Palmer
Missouri
$922K -$164K -1,450 -16%
DACG
1972
Donor Advised Charitable Giving
California
$921K -$28.3K -250 -3%
HFS
1973
Howard Financial Services
Texas
$921K +$2.04K +18 +0.2%
HR
1974
Hardy Reed
Mississippi
$919K – – –
NHC
1975
Nicholas Hoffman & Company
Georgia
$918K -$94.3K -834 -10%
77 78
79
80 81