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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2601
Capital Planning Advisors
California
$979K +$134K +972 +17%
WWC
2602
Waypoint Wealth Counsel
Georgia
$979K -$11.6K -84 -1%
TIM
2603
Tortoise Investment Management
New York
$977K +$211K +1,532 +30%
V
2604
ViaWealth
Kansas
$977K +$1.38K +10 +0.1%
CQS
2605
Credential Qtrade Securities
$977K +$166K +1,207 +22%
DFCM
2606
Dark Forest Capital Management
Puerto Rico
$975K +$558K +4,057 +153%
NCM
2607
Northside Capital Management
Oregon
$974K -$20.6K -150 -2%
HCPC
2608
Hamilton Capital Partners (Canada)
$974K – – –
RWPA
2609
Richard W. Paul & Associates
Michigan
$974K +$43.7K +318 +5%
TA
2610
TKG Advisors
Indiana
$972K -$256K -1,859 -22%
PIC
2611
Portland Investment Counsel
Ontario, Canada
$972K -$13.8K -100 -1%
HVM
2612
Harvest Volatility Management
Connecticut
$971K -$6.46K -47 -0.7%
PC
2613
Port Capital
Illinois
$970K +$174K +1,265 +23%
RB
2614
Rodgers Brothers
Pennsylvania
$968K +$7.15K +52 +0.8%
IIM
2615
InTrack Investment Management
Vermont
$966K -$22.4K -163 -2%
BC
2616
Barrett & Company
Rhode Island
$965K +$67.7K +492 +8%
RMCM
2617
Reynders McVeigh Capital Management
Massachusetts
$963K +$465K +3,384 +105%
BWA
2618
Bordeaux Wealth Advisors
California
$963K +$18.6K +135 +2%
RG
2619
Renaissance Group
Kentucky
$963K -$29.7K -216 -3%
SMWM
2620
Silvia McColl Wealth Management
California
$963K – – –
WCA
2621
Waypoint Capital Advisors
Minnesota
$962K +$11.1K +81 +1%
CI
2622
CAZ Investments
Texas
$960K – – –
CFA
2623
CWS Financial Advisors
Michigan
$957K +$15.1K +110 +2%
PL
2624
Plancorp LLC
Missouri
$956K -$31.8K -231 -3%
JWA
2625
JFS Wealth Advisors
Pennsylvania
$955K -$94.5K -687 -9%
103 104
105
106 107