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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2076
Patriot Investment Management Group
Tennessee
$669K +$682K +6,617 New
RHAM
2077
Round Hill Asset Management
California
$666K -$1.44K -14 -0.2%
PL
2078
Plancorp LLC
Missouri
$665K +$134K +1,298 +25%
JLBC
2079
J.L. Bainbridge & Co
Florida
$664K -$30.4K -295 -5%
RW
2080
REDW Wealth
New Mexico
$662K -$18K -175 -3%
NCM
2081
Northside Capital Management
Oregon
$658K – – –
B
2082
Bellecapital
Switzerland
$658K +$298K +2,890 +80%
AIM
2083
Arcadia Investment Management
Michigan
$654K – – –
P
2084
&Partners
Tennessee
$654K – – –
TCPWM
2085
Traverso Chambers Private Wealth Management
California
$650K – – –
F
2086
F3Logic
Minnesota
$650K +$274K +2,664 +71%
DMC
2087
Drexel Morgan & Co
Pennsylvania
$648K +$350K +3,400 +113%
LFG
2088
LifePlan Financial Group
Ohio
$647K -$7.11K -69 -1%
VCM
2089
Vision Capital Management
Oregon
$647K – – –
WMC
2090
Westwood Management Corporation
Illinois
$644K – – –
AIA
2091
Alera Investment Advisors
Illinois
$643K -$85.7K -832 -12%
CCA
2092
Clearwater Capital Advisors
Illinois
$643K -$79.3K -770 -11%
RRAM
2093
River Road Asset Management
Kentucky
$639K +$650K +6,310 New
PWPS
2094
Pinnacle Wealth Planning Services
Ohio
$633K -$137K -1,330 -18%
CCC
2095
Chelsea Counsel Company
California
$627K – – –
BAM
2096
Bruderman Asset Management
New York
$627K +$5.87K +57 +0.9%
RFM
2097
Royal Fund Management
Florida
$626K -$95.9K -931 -13%
SWP
2098
Strategic Wealth Partners
Ohio
$626K +$114K +1,111 +23%
BCM
2099
Brown Capital Management
Maryland
$624K +$21K +204 +3%
HHGA
2100
Halbert Hargrove Global Advisors
California
$622K -$7K -68 -1%
82 83
84
85 86