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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2101
Alteri Wealth
California
$3.63M +$3.53M +15,150 New
FIM
2102
FWL Investment Management
Texas
$3.63M +$92K +395 +3%
AWM
2103
Aberdeen Wealth Management
Illinois
$3.63M -$69.9K -300 -2%
I
2104
INVST
Indiana
$3.63M +$22.1K +95 +0.6%
PCP
2105
Proficio Capital Partners
Massachusetts
$3.62M +$1.14M +4,912 +48%
BCI
2106
Blue Capital Inc
Nebraska
$3.61M +$3.51M +15,070 New
BCFD
2107
Boit C.F. David
$3.61M – – –
SPI
2108
Sutton Place Investors
New York
$3.61M +$50.3K +216 +1%
MA
2109
MJP Associates
Connecticut
$3.6M +$126K +541 +4%
EAM
2110
EULAV Asset Management
Florida
$3.6M – – –
BL
2111
Bleichroeder LP
New York
$3.6M – – –
DAM
2112
Delta Asset Management
Tennessee
$3.59M -$58.5K -251 -2%
PWPS
2113
Pinnacle Wealth Planning Services
Ohio
$3.59M -$673K -2,888 -16%
CA
2114
Cornerstone Advisory
Maryland
$3.59M +$95.3K +409 +3%
CF
2115
Convergence Financial
Missouri
$3.58M +$71.5K +307 +2%
AFPL
2116
Advus Financial Partners, LLC
Florida
$3.58M +$147K +630 +4%
NVIM
2117
New Vernon Investment Management
Illinois
$3.57M +$25.3M +108,476 +2,551%
CP
2118
Canopy Partners
Ohio
$3.57M +$689K +2,960 +25%
FFS
2119
Flavin Financial Services
Florida
$3.57M +$3.47M +14,907 New
KF
2120
Krilogy Financial
Missouri
$3.56M +$68.2K +293 +2%
ACM
2121
Accent Capital Management
Ohio
$3.56M +$466 +2 +0%
RHP
2122
Royal Harbor Partners
Texas
$3.56M -$163K -698 -4%
CG
2123
Cynosure Group
Utah
$3.55M -$636K -2,731 -16%
BHA
2124
Beech Hill Advisors
New York
$3.55M -$951K -4,083 -22%
BBNA
2125
Bremer Bank National Association
Minnesota
$3.55M -$333K -1,431 -9%
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85
86 87