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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2151
Atlas Capital Advisors
Wyoming
$616K +$44.4K +403 +8%
CCMW
2152
Cypress Capital Management (Wyoming)
Wyoming
$616K -$11.4K -103 -2%
CYG
2153
Clean Yield Group
Vermont
$615K +$29.2K +265 +5%
XSC
2154
X-Square Capital
Puerto Rico
$614K +$38.6K +350 +7%
KIA
2155
Kopp Investment Advisors
Minnesota
$612K -$380K -3,450 -39%
CANY
2156
Caxton Associates (New York)
New York
$611K +$190K +1,720 +46%
PAA
2157
Peregrine Asset Advisers
Oregon
$606K -$12.7K -115 -2%
FBT
2158
First Bank & Trust
South Dakota
$606K +$24.7K +224 +4%
AAP
2159
Arax Advisory Partners
Colorado
$606K +$598K +5,420 New
HCM
2160
Hilton Capital Management
New York
$603K -$8.27K -75 -1%
GPWA
2161
Great Point Wealth Advisors
Massachusetts
$602K +$27.6K +250 +5%
SPI
2162
Santori & Peters Inc
Pennsylvania
$602K +$113K +1,027 +24%
SIM
2163
Sadoff Investment Management
Wisconsin
$601K – – –
HI
2164
Harrington Investments
California
$600K +$4.96K +45 +0.8%
WA
2165
WealthTrust Axiom
Pennsylvania
$598K – – –
CCA
2166
Clearwater Capital Advisors
Illinois
$596K -$113K -1,026 -16%
KP
2167
Keel Point
Alabama
$595K +$28.6K +259 +5%
W
2168
WealthStone
Ohio
$595K +$586K +5,319 New
ECAM
2169
East Coast Asset Management
Massachusetts
$594K +$15.5K +141 +3%
DW
2170
Domani Wealth
Pennsylvania
$592K – – –
AAM
2171
Ascension Asset Management
New York
$587K – – –
WIC
2172
Wilkins Investment Counsel
Massachusetts
$587K – – –
CBT
2173
Central Bank & Trust
Kentucky
$586K -$11.6K -105 -2%
AW
2174
Alpha Windward
Massachusetts
$585K -$11.6K -105 -2%
KFA
2175
Kelleher Financial Advisors
New York
$585K +$577K +5,237 New
85 86
87
88 89