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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
2476
M. Kraus & Co
Vermont
$786K +$10.1K +88 +1%
WP
2477
WealthSpring Partners
California
$785K +$862K +7,508 New
LFM
2478
Lumina Fund Management
New York
$784K – – –
PAWC
2479
P.A.W. Capital
Connecticut
$784K – – –
AA
2480
Alta Advisers
United Kingdom
$784K +$861K +7,500 New
LIA
2481
LBMC Investment Advisors
Tennessee
$783K -$23K -200 -3%
AP
2482
Atwood & Palmer
Missouri
$783K -$10.2K -89 -1%
BWP
2483
Balboa Wealth Partners
Arizona
$783K +$860K +7,497 New
AC
2484
Apella Capital
Connecticut
$778K +$12.6K +110 +2%
FOA
2485
Five Oceans Advisors
California
$778K +$204K +1,776 +31%
HIM
2486
Hotaling Investment Management
Pennsylvania
$776K -$56K -488 -6%
KIG
2487
Kowal Investment Group
Wisconsin
$770K +$58.4K +509 +7%
QC
2488
Quent Capital
New York
$770K +$124K +1,079 +17%
MHWM
2489
Montz Harcus Wealth Management
Louisiana
$769K +$40.4K +352 +5%
D
2490
Diversified
Delaware
$767K +$219K +1,912 +35%
HFA
2491
High Falls Advisors
New York
$766K -$20.7K -180 -2%
GA
2492
Gateway Advisory
New Jersey
$766K +$689 +6 +0.1%
ACP
2493
Aveo Capital Partners
Colorado
$761K -$287K -2,500 -26%
FNBSF
2494
First National Bank Sioux Falls
South Dakota
$761K +$45.9K +400 +6%
KCM
2495
Karp Capital Management
California
$760K -$3.01M -26,270 -78%
CAM
2496
Cubic Asset Management
Massachusetts
$759K -$14.5K -126 -2%
ACM
2497
Armbruster Capital Management
New York
$759K – – –
MFG
2498
Menard Financial Group
Texas
$756K +$17.1K +149 +2%
COCM
2499
Charter Oak Capital Management
New Hampshire
$755K -$341K -2,968 -29%
PC
2500
Port Capital
Illinois
$753K -$72.2K -629 -8%
98 99
100
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