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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
2501
First Wilshire Securities Management
California
$361K +$295 +3 +0.1%
FP
2502
Financial Perspectives
Minnesota
$360K +$15.5K +158 +4%
ACWM
2503
Adams Chetwood Wealth Management
North Carolina
$360K +$196 +2 +0.1%
CC
2504
Callan Capital
California
$358K – – –
HCA
2505
Heck Capital Advisors
Wisconsin
$356K +$27.5K +280 +8%
ACM
2506
Aljian Capital Management
Nevada
$356K -$14.7K -150 -4%
ACM
2507
Alethea Capital Management
Washington
$356K – – –
DWA
2508
Dougherty Wealth Advisers
Minnesota
$354K -$687 -7 -0.2%
MCM
2509
Marathon Capital Management
Maryland
$354K +$36.8K +375 +11%
CL
2510
CIM LLC
New York
$353K +$332K +3,382 New
MHR
2511
Matthew Hamilton Rosenberg
$351K -$12.5K -127 -3%
SWK
2512
Stephen W. Kidder
$351K – – –
TF
2513
Trek Financial
Arizona
$351K +$5.3K +54 +2%
NA
2514
Nottingham Advisors
New York
$350K +$357K +3,633 New
TWM
2515
Titus Wealth Management
California
$349K -$36.5K -372 -9%
APW
2516
Austin Private Wealth
Texas
$344K -$37.3K -380 -10%
SLA
2517
Silver Lake Advisory
Utah
$344K +$2.26K +23 +0.6%
TIM
2518
Total Investment Management
Arizona
$344K +$30.6K +312 +10%
SCM
2519
Stonehearth Capital Management
Massachusetts
$341K – – –
PFG
2520
PAX Financial Group
Texas
$340K +$71.5K +728 +26%
FBB
2521
Fulton Breakefield Broenniman
Maryland
$338K -$31.7K -323 -8%
PWM
2522
PRW Wealth Management
Massachusetts
$338K – – –
PCM
2523
Pennsylvania Capital Management
Pennsylvania
$337K -$1.41M -14,337 -81%
TFF
2524
The Family Firm
Maryland
$337K -$47.7K -486 -12%
TIA
2525
Tandem Investment Advisors
South Carolina
$335K -$177K -1,800 -34%
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