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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWIC
2601
Leith Wheeler Investment Counsel
British Columbia, Canada
$836K +$905K +6,129 New
G
2602
GenTrust
Florida
$834K +$903K +6,118 New
CG
2603
CFO4Life Group
Texas
$831K -$739K -5,007 -45%
HWMG
2604
Hurlow Wealth Management Group
Indiana
$831K -$10.2K -69 -1%
RCA
2605
Roberts Capital Advisors
Colorado
$829K – – –
SDWMA
2606
Schneider Downs Wealth Management Advisors
Pennsylvania
$828K -$7.38K -50 -0.8%
SFM
2607
Systematic Financial Management
New Jersey
$828K – – –
SCM
2608
Sterneck Capital Management
Missouri
$826K -$58.9K -399 -6%
GAM
2609
Gould Asset Management
California
$826K +$154K +1,045 +21%
DIA
2610
Dean Investment Associates
Ohio
$825K -$57.7K -391 -6%
PFA
2611
Pathway Financial Advisors
Vermont
$824K – – –
SCM
2612
SKBA Capital Management
California
$815K -$29.5K -200 -3%
MHR
2613
Matthew Hamilton Rosenberg
$815K +$37.8K +256 +4%
P
2614
&Partners
Tennessee
$814K +$168K +1,135 +24%
CAM
2615
Concorde Asset Management
Michigan
$810K +$2.66K +18 +0.3%
SVCP
2616
Silicon Valley Capital Partners
California
$808K +$249K +1,685 +40%
SQA
2617
Simon Quick Advisors
New Jersey
$807K -$862K -5,837 -50%
SF
2618
SBK Financial
Virginia
$807K – – –
APW
2619
Aurora Private Wealth
New Jersey
$807K +$38.8K +263 +5%
MTC
2620
McDaniel Terry & Co
Texas
$803K -$48.1K -326 -5%
MWP
2621
Moller Wealth Partners
$803K +$46.5K +315 +6%
LB
2622
Leo Brokerage
Texas
$802K +$868K +5,883 New
CSI
2623
Cross Staff Investments
New York
$801K +$148 +1 +0%
KFSC
2624
Keystone Financial Services (Colorado)
Colorado
$800K -$5.17K -35 -0.5%
CCM
2625
Carlson Capital Management
Minnesota
$800K +$22.6K +153 +3%
103 104
105
106 107