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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2526
McDaniel Terry & Co
Texas
$612K +$2.35K +21 +0.4%
OBWG
2527
Onyx Bridge Wealth Group
New York
$612K +$538K +4,816 New
SWA
2528
Sax Wealth Advisors
New Jersey
$611K +$538K +4,809 New
RWM
2529
Reston Wealth Management
Virginia
$610K +$241K +2,160 +82%
LSWM
2530
Lorne Steinberg Wealth Management
Canada
$608K +$533K +4,770 New
OWA
2531
Outlook Wealth Advisors
Texas
$605K +$8.61K +77 +2%
WDG
2532
Wealth Dimensions Group
Ohio
$605K +$532K +4,758 New
GWS
2533
Glassman Wealth Services
Virginia
$602K +$17.5K +157 +3%
ME
2534
McIlrath & Eck
Washington
$602K +$436K +3,901 +466%
RCA
2535
Rowland Carmichael Advisors
Arizona
$600K -$34.3K -307 -6%
DIM
2536
Delta Investment Management
California
$600K -$17.1K -153 -3%
AIA
2537
Arbor Investment Advisors
North Carolina
$596K +$9.05K +81 +2%
DAM
2538
Diamant Asset Management
Connecticut
$592K -$240K -2,150 -32%
BRG
2539
Bay Rivers Group
Virginia
$592K -$28.8K -258 -5%
WC
2540
Westhampton Capital
North Carolina
$592K -$24.6K -220 -5%
TLP
2541
Trinity Legacy Partners
Texas
$591K -$112K -1,000 -18%
GAM
2542
Grandview Asset Management
Pennsylvania
$589K +$518K +4,632 New
TF
2543
TRH Financial
Iowa
$588K -$27.4K -245 -5%
PWM
2544
Purus Wealth Management
California
$588K +$517K +4,623 New
RHDIC
2545
R.H. Dinel Investment Counsel
California
$584K – – –
WDA
2546
Wendell David Associates
New Hampshire
$583K -$38.8K -347 -7%
RTS
2547
Round Table Services
New Jersey
$583K -$15.5K -139 -3%
RIM
2548
Redwood Investment Management
Arizona
$581K -$86.8K -777 -15%
CG
2549
Corundum Group
Colorado
$581K +$83.7K +749 +20%
AA
2550
Addison Advisors
Vermont
$580K +$510K +4,563 New
100 101
102
103 104