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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2051
Keudell/Morrison Wealth Management
Oregon
$1.81M -$187K -1,299 -10%
TC
2052
Trust Company
Kansas
$1.79M -$269K -1,867 -14%
GWA
2053
GGM Wealth Advisors
Maryland
$1.78M +$9.35K +65 +0.6%
CI
2054
CAZ Investments
Texas
$1.78M -$475K -3,300 -22%
VIA
2055
Vident Investment Advisory
Georgia
$1.77M -$23.3K -162 -1%
VAG
2056
VisionPoint Advisory Group
Texas
$1.77M -$51.1K -355 -3%
PC
2057
Port Capital
Illinois
$1.76M -$807K -5,607 -33%
BCM
2058
Breiter Capital Management
Florida
$1.76M +$68.6K +477 +4%
GSWM
2059
Golden State Wealth Management
California
$1.76M -$261K -1,814 -14%
BCAM
2060
Boston Common Asset Management
Massachusetts
$1.76M -$29.3K -204 -2%
SJIM
2061
St. Johns Investment Management
Florida
$1.76M -$56.1K -390 -3%
HZ
2062
Hixon Zuercher
Ohio
$1.76M +$392K +2,724 +31%
PIA
2063
Perennial Investment Advisors
California
$1.75M -$11.4K -79 -0.7%
KIC
2064
Kensington Investment Counsel
California
$1.75M +$211K +1,465 +15%
LNWTC
2065
Laird Norton Wetherby Trust Company
Washington
$1.75M +$22K +153 +1%
PCP
2066
Proficio Capital Partners
Massachusetts
$1.75M +$445K +3,095 +36%
MCA
2067
Mercer Capital Advisers
New Jersey
$1.75M – – –
BWP
2068
BSW Wealth Partners
Colorado
$1.73M -$213K -1,484 -12%
CL
2069
Choreo LLC
Illinois
$1.73M +$109K +756 +7%
EP
2070
Edgestream Partners
New Jersey
$1.73M -$952K -6,615 -37%
AA
2071
Auxano Advisors
Washington
$1.72M +$5.04K +35 +0.3%
FQ
2072
First Quadrant
California
$1.72M – – –
PB
2073
Pinnacle Bancorp
Nebraska
$1.72M -$863 -6 -0.1%
CG
2074
Castellan Group
Kentucky
$1.71M – – –
AWA
2075
Acorn Wealth Advisors
Michigan
$1.71M -$7.63K -53 -0.5%
81 82
83
84 85