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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
2526
Hunter Associates Investment Management
Pennsylvania
$2.99M +$110K +364 +4%
HEM
2527
Henson-Edgewater Management
Ohio
$2.99M -$178K -587 -5%
ARA
2528
Alexander Randolph Advisory
Virginia
$2.99M +$53.7K +177 +2%
BWA
2529
Basecamp Wealth Advisors
Washington
$2.99M -$10.9K -36 -0.4%
ISWM
2530
Independent Solutions Wealth Management
New York
$2.98M +$1.42M +4,670 +86%
PCS
2531
Private Client Services
Kentucky
$2.97M +$649K +2,137 +27%
FFC
2532
First Financial Corp
Indiana
$2.97M -$104K -343 -3%
KAM
2533
Karani Asset Management
New York
$2.97M +$2.45M +8,088 +401%
HTHT
2534
Hemenway Trust Hemenway Trust
New Hampshire
$2.97M +$17K +56 +0.6%
LF
2535
Lee Financial
Texas
$2.97M -$116K -382 -4%
TRIA
2536
Trail Ridge Investment Advisors
Colorado
$2.97M +$406K +1,339 +15%
RPGK
2537
Retirement Planning Group (Kansas)
Kansas
$2.96M -$862K -2,841 -22%
CAM
2538
Cacti Asset Management
Georgia
$2.96M -$45.5K -150 -1%
KSB
2539
Kennebec Savings Bank
Maine
$2.95M -$44.3K -146 -1%
SEEDPG
2540
S.E.E.D. Planning Group
New York
$2.95M -$152K -502 -5%
OP
2541
Oslo Pensjonsforsikring
$2.95M +$3.04M +10,019 New
IIM
2542
InTrack Investment Management
Vermont
$2.95M +$334K +1,102 +12%
UAML
2543
US Asset Management LLC
Pennsylvania
$2.95M -$15.8K -52 -0.5%
AFG
2544
Allegheny Financial Group
Pennsylvania
$2.94M +$4.86K +16 +0.2%
OIM
2545
Oder Investment Management
California
$2.94M +$607 +2 +0%
PCM
2546
Pointe Capital Management
Michigan
$2.92M +$19.4K +64 +0.6%
VIP
2547
Vista Investment Partners
Oklahoma
$2.92M -$3.94K -13 -0.1%
RWM
2548
Rezny Wealth Management
Florida
$2.92M – – –
AA
2549
Addison Advisors
Vermont
$2.92M +$59.8K +197 +2%
WCM
2550
Windsor Capital Management
Arizona
$2.91M +$25.2K +83 +0.8%
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102
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