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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
2501
Weybosset Research & Management
Rhode Island
$291K -$21.1K -174 -5%
BRG
2502
Bay Rivers Group
Virginia
$291K -$10.3K -85 -3%
AC
2503
Avenir Corporation
Virginia
$291K +$19.9K +164 +5%
WFM
2504
Wolff Financial Management
Michigan
$291K +$122K +1,001 +45%
CG
2505
Corundum Group
Colorado
$290K -$44.2K -364 -10%
MWPCG
2506
Measured Wealth Private Client Group
New Hampshire
$290K -$44K -362 -10%
DAM
2507
Deltec Asset Management
New York
$290K +$60.7K +500 +18%
SFG
2508
Sather Financial Group
Texas
$289K -$493K -4,059 -56%
BJ
2509
Brouwer & Janachowski
California
$287K -$63.4K -522 -14%
CFW
2510
CA Family Wealth
California
$285K -$280K -2,301 -42%
SWG
2511
Summit Wealth Group
Vermont
$285K – – –
DACG
2512
Donor Advised Charitable Giving
California
$284K -$544K -4,475 -59%
BCB
2513
Brian C. Broderick
$284K – – –
JC
2514
Jentner Corp
Ohio
$283K +$5.59K +46 +1%
PRC
2515
Pearl River Capital
Michigan
$282K -$1.11M -9,159 -75%
BBA
2516
Braun-Bostich & Associates
Pennsylvania
$282K +$270K +2,226 +200%
FA
2517
Forefront Analytics
Pennsylvania
$282K +$2.67K +22 +0.7%
FNC
2518
First National Corp
Massachusetts
$281K +$43.1K +355 +15%
BAMG
2519
Brand Asset Management Group
Missouri
$279K -$20.5K -169 -5%
GAM
2520
Gemmer Asset Management
California
$279K +$27.7K +228 +8%
RI
2521
Rudd International
Florida
$277K -$33K -272 -8%
FSC
2522
Full Sail Capital
Oklahoma
$276K -$181K -1,487 -33%
MCM
2523
Marathon Capital Management
Maryland
$276K -$3.04K -25 -0.8%
WFWM
2524
Wechter Feldman Wealth Management
New Jersey
$275K -$62.2K -512 -14%
TPW
2525
Tiller Private Wealth
Pennsylvania
$275K +$1.94K +16 +0.5%
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101
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