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JPMorgan Chase
JPM

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