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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
2501
Donald L. Hagan LLC
Florida
$806K +$55.9K +451 +7%
OCM
2502
Objective Capital Management
Ohio
$804K +$3.84K +31 +0.4%
NS
2503
Newman & Schimel
Illinois
$804K +$885K +7,143 New
AAMC
2504
Asset Allocation & Management Company
Illinois
$803K – – –
LJHT
2505
Laurie J. Hall Trustee
$801K -$25.4K -205 -3%
PWM
2506
Purus Wealth Management
California
$801K -$21.4K -173 -2%
SCA
2507
Sippican Capital Advisors
Massachusetts
$801K – – –
MFG
2508
Menard Financial Group
Texas
$798K -$92.6K -747 -10%
PIM
2509
Profit Investment Management
Maryland
$796K – – –
LWAM
2510
Legacy Wealth Asset Management
Minnesota
$796K +$19.2K +155 +2%
KFSC
2511
Keystone Financial Services (Colorado)
Colorado
$794K +$61.1K +493 +8%
ACM
2512
Ategra Capital Management
Virginia
$794K -$45.6K -368 -5%
RWA
2513
Rainsberger Wealth Advisors
Colorado
$792K +$40.4K +326 +5%
HFA
2514
Highland Financial Advisors
New Jersey
$792K +$871K +7,032 New
CCIA
2515
Cherry Creek Investment Advisors
Colorado
$791K +$164K +1,321 +23%
MHWM
2516
Montz Harcus Wealth Management
Louisiana
$789K +$89.5K +722 +11%
AAP
2517
Arax Advisory Partners
Colorado
$788K +$82.6K +667 +11%
AF
2518
Affiance Financial
Minnesota
$786K – – –
RMCM
2519
Reynders McVeigh Capital Management
Massachusetts
$786K +$41.5K +335 +5%
EFL
2520
ERn Financial LLC
Wisconsin
$785K +$396K +3,196 +85%
AAM
2521
AMI Asset Management
California
$780K -$97.4K -786 -10%
CANY
2522
Caxton Associates (New York)
New York
$777K -$327K -2,642 -28%
FCFC
2523
First Citizens Financial Corp
Iowa
$777K – – –
PWM
2524
Paulson Wealth Management
Illinois
$776K +$35.7K +288 +4%
FNBSF
2525
First National Bank Sioux Falls
South Dakota
$775K -$58.7K -474 -6%
99 100
101
102 103