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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
2551
Meitav Investment House
Israel
$382K +$124K +970 +54%
EGM
2552
Engineers Gate Manager
New York
$382K +$351K +2,737 New
LP
2553
LGL Partners
Pennsylvania
$381K – – –
RWM
2554
Reston Wealth Management
Virginia
$381K +$1.41K +11 +0.4%
CCFM
2555
Clear Creek Financial Management
Washington
$381K +$12.7K +99 +4%
DA
2556
Detalus Advisors
Missouri
$381K +$350K +2,731 New
CWA
2557
Clarity Wealth Advisors
California
$381K +$351K +2,738 New
ATFA
2558
All Terrain Financial Advisors
Minnesota
$380K -$1.67K -13 -0.5%
DAM
2559
Deltec Asset Management
New York
$380K – – –
POIA
2560
Pin Oak Investment Advisors
Texas
$379K -$47.5K -370 -12%
RC
2561
Reik & Co
New York
$379K – – –
HFRG
2562
Houlihan Financial Resource Group
Virginia
$378K +$348K +2,712 New
CAM
2563
Concorde Asset Management
Michigan
$377K +$49.4K +385 +17%
HCA
2564
Heck Capital Advisors
Wisconsin
$376K +$11.8K +92 +4%
LFS
2565
Legacy Financial Strategies
Kansas
$376K -$14.6K -114 -4%
CAG
2566
Curtis Advisory Group
California
$376K +$346K +2,700 New
FAM
2567
Flaharty Asset Management
Florida
$375K -$88.6K -691 -20%
MAM
2568
Marotta Asset Management
Virginia
$374K +$360K +2,805 New
IFO
2569
Independent Family Office
New York
$374K +$344K +2,680 New
HIM
2570
Hotaling Investment Management
Pennsylvania
$372K – – –
NERM
2571
New England Research & Management
Illinois
$371K -$12.8K -100 -4%
IP
2572
Isthmus Partners
Wisconsin
$370K -$2.05K -16 -0.6%
CA
2573
Cumberland Advisors
Florida
$369K – – –
ZIG
2574
Zuckerman Investment Group
Illinois
$369K – – –
CFO
2575
CVA Family Office
Colorado
$368K +$339K +2,643 New
101 102
103
104 105