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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2601
Chelsea Counsel Company
California
$688K -$78.5K -500 -10%
MFGP
2602
Marshall Financial Group (Pennsylvania)
Pennsylvania
$686K +$1.89K +12 +0.3%
PP
2603
Paloma Partners
Connecticut
$685K -$14.7M -93,398 -95%
ACM
2604
AUA Capital Management
Pennsylvania
$683K – – –
KIG
2605
Kowal Investment Group
Wisconsin
$682K -$51.8K -330 -7%
MFGM
2606
Marshall Financial Group (Maryland)
Maryland
$681K -$2.51K -16 -0.4%
OAM
2607
Oberweis Asset Management
Illinois
$677K -$12.3K -78 -2%
SEP
2608
Southland Equity Partners
Missouri
$676K +$47.7K +304 +8%
LI
2609
LVZ Inc
Michigan
$676K +$21.2K +135 +3%
FA
2610
Fermata Advisors
California
$676K +$311K +1,980 +84%
LCM
2611
LCM Capital Management
Illinois
$672K +$2.83K +18 +0.4%
EIA
2612
Eldridge Investment Advisors
New Hampshire
$671K +$3.61K +23 +0.5%
HWA
2613
Hillcrest Wealth Advisors
New Jersey
$670K +$45.9K +292 +7%
SAM
2614
Summit Asset Management
Tennessee
$669K +$15.7K +100 +2%
NFG
2615
Norris Financial Group
South Carolina
$666K +$6.75K +43 +1%
BRA
2616
Bender Robert & Associates
California
$666K – – –
BC
2617
Bridgefront Capital
Texas
$665K +$26.2K +167 +4%
NVIM
2618
New Vernon Investment Management
Illinois
$662K – – –
ISWM
2619
Independent Solutions Wealth Management
New York
$658K +$49.9K +318 +8%
FA
2620
Fountainhead AM
New Jersey
$657K – – –
TCM
2621
Triumph Capital Management
Colorado
$657K +$665K +4,234 New
FCIM
2622
Fairview Capital Investment Management
California
$656K +$15.9K +101 +2%
MFW
2623
Mosaic Family Wealth
Missouri
$655K +$4.08K +26 +0.6%
EIA
2624
Edgemoor Investment Advisors
Maryland
$654K – – –
CA
2625
CGN Advisors
Kansas
$654K +$56.9K +362 +9%
103 104
105
106 107