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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
2626
Tennessee Valley Asset Management Partners
Tennessee
$829K +$3.15K +23 +0.4%
OIS
2627
Okabena Investment Services
Minnesota
$829K -$82.2K -600 -9%
GIP
2628
Greatmark Investment Partners
Georgia
$827K – – –
SFS
2629
Security Financial Services
Indiana
$827K +$137 +1 +0%
SL
2630
Sentry LLC
Tennessee
$824K +$867K +6,327 New
OFS
2631
Oldfather Financial Services
Nebraska
$824K +$384K +2,805 +80%
TFM
2632
TFC Financial Management
Massachusetts
$823K +$146K +1,066 +20%
LAS
2633
LWM Advisory Services
Florida
$821K +$10.6K +77 +1%
CCM
2634
Crew Capital Management
Ohio
$819K +$58.1K +424 +7%
PIAS
2635
PCA Investment Advisory Services
Ohio
$819K +$861K +6,285 New
LA
2636
Latitude Advisors
Florida
$818K -$32.3K -236 -4%
CSC
2637
Caldwell Sutter Capital
California
$816K +$321K +2,342 +60%
ACA
2638
Atlas Capital Advisors
Wyoming
$813K +$25.3K +185 +3%
MAM
2639
McLean Asset Management
Virginia
$812K -$33K -241 -4%
SC
2640
Solstein Capital
California
$812K – – –
VCM
2641
Vivaldi Capital Management
Illinois
$810K -$1.98M -14,437 -70%
FC
2642
Financial Council
Maryland
$809K -$62.2K -454 -7%
KIC
2643
Keating Investment Counselors
Florida
$808K – – –
EGM
2644
Engineers Gate Manager
New York
$808K +$849K +6,197 New
FG
2645
Foster Group
Iowa
$806K +$156K +1,139 +23%
CG
2646
Clifford Group
Massachusetts
$805K +$28.5K +208 +3%
AMC
2647
Asset Management Corp
Illinois
$803K -$121K -883 -13%
LPAM
2648
Lodestar Private Asset Management
California
$801K +$17.9K +131 +2%
BC
2649
Barrett & Company
Rhode Island
$800K +$1.23K +9 +0.1%
FFA
2650
Fi3 Financial Advisors
Indiana
$800K +$27.5K +201 +3%
104 105
106
107 108