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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2201
One Charles Private Wealth Services
Massachusetts
$1.24M +$17.2K +139 +1%
CAL
2202
Capital Advisors Ltd
Ohio
$1.23M +$15.4K +124 +1%
SFM
2203
Signet Financial Management
New Jersey
$1.23M +$459K +3,708 +51%
BWM
2204
BlackDiamond Wealth Management
New York
$1.23M -$2.48K -20 -0.2%
TEC
2205
Tiger Eye Capital
Tennessee
$1.23M – – –
CM
2206
Corvex Management
New York
$1.23M – – –
JFA
2207
JNBA Financial Advisors
Minnesota
$1.23M -$21.7K -175 -2%
CNBT
2208
Cornerstone National Bank & Trust
Illinois
$1.22M +$71.9K +580 +6%
TAIM
2209
TD Ameritrade Investment Management
Nebraska
$1.22M -$398K -3,216 -23%
AC
2210
Avestar Capital
New York
$1.22M -$27.6K -223 -2%
MHIC
2211
Marble Harbor Investment Counsel
Massachusetts
$1.22M +$55.4K +447 +4%
HBW
2212
Hazlett, Burt & Watson
West Virginia
$1.22M -$24K -194 -2%
FFMBT
2213
First Farmers & Merchants Bank Trust
Tennessee
$1.22M +$12K +97 +0.9%
LM
2214
Lincluden Management
Ontario, Canada
$1.21M – – –
CASB
2215
Cape Ann Savings Bank
Massachusetts
$1.21M -$11K -89 -0.8%
OCM
2216
Orleans Capital Management
Louisiana
$1.21M -$9.29K -75 -0.7%
GCM
2217
Galibier Capital Management
Ontario, Canada
$1.21M +$484K +3,904 +57%
NFSG
2218
Newbridge Financial Services Group
Florida
$1.21M +$145K +1,172 +12%
WAAG
2219
Wealth Alliance Advisory Group
Kansas
$1.21M +$239K +1,926 +22%
FIA
2220
Foundations Investment Advisors
Arizona
$1.21M +$463K +3,737 +53%
WIA
2221
Westbourne Investment Advisors
Maryland
$1.2M – – –
GKWIM
2222
Gerber Kawasaki Wealth & Investment Management
California
$1.2M -$264K -2,131 -17%
JF
2223
JSF Financial
California
$1.2M +$36.4K +294 +3%
PFGIA
2224
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$86.9K +701 +7%
NPF
2225
Norris Perne & French
Michigan
$1.2M +$110K +887 +9%
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89
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