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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2501
COWA LLC
Oklahoma
$635K +$507K +4,532 New
SLWA
2502
San Luis Wealth Advisors
California
$635K +$559K +5,000 New
SFA
2503
Semmax Financial Advisors
North Carolina
$634K -$3.69K -33 -0.7%
TIM
2504
Tortoise Investment Management
New York
$634K -$3.46K -31 -0.6%
MWM
2505
Merriman Wealth Management
Washington
$634K +$113K +1,012 +25%
FVWA
2506
Foster Victor Wealth Advisors
South Carolina
$633K +$61.4K +549 +12%
OPW
2507
Oxler Private Wealth
New York
$632K +$562K +5,025 New
SAG
2508
Spotlight Asset Group
Illinois
$631K -$1.56K -14 -0.3%
ARMC
2509
American Research & Management Company
Massachusetts
$631K +$112K +1,000 +25%
BIMC
2510
Benson Investment Management Company
Virginia
$629K -$3.95M -35,365 -88%
SFM
2511
Signet Financial Management
New Jersey
$628K -$10.6K -95 -2%
CA
2512
CGN Advisors
Kansas
$628K +$553K +4,943 New
RWI
2513
Red Wave Investments
Pennsylvania
$628K +$553K +4,943 New
RW
2514
Rede Wealth
Virginia
$628K +$554K +4,952 New
SSA
2515
Schonfeld Strategic Advisors
New York
$626K +$91.5K +819 +20%
VWM
2516
Vigilare Wealth Management
Arizona
$625K -$24.1K -216 -4%
FCB
2517
First Command Bank
Texas
$625K +$28.3K +253 +5%
FCFS
2518
First Command Financial Services
Texas
$625K +$28.3K +253 +5%
CCC
2519
Chelsea Counsel Company
California
$625K +$163K +1,459 +42%
MCA
2520
Morris Capital Advisors
Pennsylvania
$623K -$25K -224 -4%
PWM
2521
PBMares Wealth Management
Virginia
$623K +$112 +1 +0%
SRSA
2522
S.R. Schill & Associates
Washington
$618K -$2.79K -25 -0.5%
AC
2523
Apella Capital
Connecticut
$614K -$63.4K -567 -11%
CPSC
2524
Carl P. Sherr & Co
Massachusetts
$614K -$44K -394 -8%
WA1
2525
Wimmer Associates 1
California
$614K – – –
99 100
101
102 103