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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
2051
Quadrant Private Wealth Management
Pennsylvania
$777K -$27.6K -244 -4%
CYG
2052
Clean Yield Group
Vermont
$777K +$125K +1,104 +20%
KA
2053
Klingman & Associates
New York
$776K +$6.79K +60 +0.9%
BI
2054
Ballast Inc
Kentucky
$774K -$20.5K -181 -3%
MJRIC
2055
Mogy Joel R Investment Counsel
California
$773K -$11.3K -100 -2%
RSWM
2056
Robertson Stephens Wealth Management
California
$773K +$743K +6,572 New
ETI
2057
Enterprise Trust & Investment
California
$772K -$62.3K -551 -8%
CAM
2058
ClariVest Asset Management
California
$770K – – –
RW
2059
REDW Wealth
New Mexico
$770K +$339 +3 +0%
RHAM
2060
Round Hill Asset Management
California
$769K – – –
MKC
2061
M. Kraus & Co
Vermont
$765K +$21.9K +194 +3%
LA
2062
Legacy Advisors
Pennsylvania
$764K -$206K -1,821 -22%
TFF
2063
The Family Firm
Maryland
$761K +$1.24K +11 +0.2%
PL
2064
Plancorp LLC
Missouri
$760K +$21.9K +194 +3%
WA
2065
Wheatland Advisors
Pennsylvania
$758K -$299K -2,640 -29%
LIA
2066
LBMC Investment Advisors
Tennessee
$758K -$84.8K -750 -10%
BWM
2067
Baystate Wealth Management
Massachusetts
$754K -$24.7K -218 -3%
COI
2068
Capital One Investing
Virginia
$754K – – –
IWA
2069
Intercontinental Wealth Advisors
Texas
$754K +$74.2K +656 +11%
CMI
2070
Clare Market Investments
Texas
$754K +$70.8K +626 +11%
RB
2071
Rodgers Brothers
Pennsylvania
$753K -$450K -3,981 -38%
FWM
2072
Fairhaven Wealth Management
Illinois
$753K – – –
JF
2073
JSF Financial
California
$753K – – –
VCM
2074
Vision Capital Management
Oregon
$753K – – –
PWAG
2075
Polaris Wealth Advisory Group
California
$751K -$19.3K -171 -3%
81 82
83
84 85