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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2551
Baldrige Asset Management
Pennsylvania
$119K +$115K +1,013 New
QCIG
2552
Quad-Cities Investment Group
Iowa
$118K -$22.5K -199 -17%
CCM
2553
Cutler Capital Management
Massachusetts
$118K +$113K +1,000 New
CDIA
2554
Capital Directions Investment Advisors
Georgia
$114K +$109K +966 New
CA
2555
Centerpoint Advisors
Massachusetts
$103K – – –
GCM
2556
Grisanti Capital Management
New York
$102K +$30K +265 +44%
ME
2557
McIlrath & Eck
Washington
$94K – – –
DOA
2558
D'Orazio & Associates
Virginia
$92K – – –
MSFP
2559
Mark Sheptoff Financial Planning
Connecticut
$87K -$253K -2,236 -75%
EIP
2560
Ellis Investment Partners
Pennsylvania
$77K +$27.3K +241 +56%
FA
2561
Financial Advantage
Maryland
$77K +$63.3K +560 +560%
FGAM
2562
Financial Gravity Asset Management
Texas
$76K -$33.6K -297 -31%
HL
2563
Harding Loevner
New Jersey
$75K – – –
BEI
2564
Benjamin Edwards Inc
Missouri
$74K -$8.71K -77 -11%
AM
2565
Atwater Malick
Pennsylvania
$74K +$71.4K +631 New
HS
2566
Horan Securities
United States
$71K -$6.9K -61 -9%
SCA
2567
Stuart Chaussee & Associates
California
$71K – – –
SGAM
2568
Smith Group Asset Management
Texas
$69K -$1.12M -9,896 -94%
ELI
2569
Empire Life Investments
Ontario, Canada
$68K -$5.93M -52,416 -99%
JPLA
2570
Joseph P. Lucia & Associates
New York
$67K – – –
OAJ
2571
Ogorek Anthony Joseph
New York
$67K – – –
BHWM
2572
Bay Harbor Wealth Management
Maryland
$65K -$2.83K -25 -4%
AI
2573
ArchPoint Investors
Florida
$65K – – –
APSP
2574
Asset Planning Services (Pennsylvania)
Pennsylvania
$65K +$452 +4 +0.7%
BWL
2575
Bogart Wealth LLC
Virginia
$62K – – –
101 102
103
104 105