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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2651
Trek Financial
Arizona
$475K +$10.1K +90 +2%
CC
2652
Callan Capital
California
$473K – – –
AWS
2653
Arkfeld Wealth Strategies
Nebraska
$473K +$3.58K +32 +0.9%
HCA
2654
Heck Capital Advisors
Wisconsin
$470K -$447 -4 -0.1%
ACM
2655
Alethea Capital Management
Washington
$470K – – –
MCM
2656
Marathon Capital Management
Maryland
$470K +$2.01K +18 +0.5%
DWA
2657
Dougherty Wealth Advisers
Minnesota
$467K – – –
FHC
2658
First Heartland Consultants
Missouri
$466K -$100K -898 -20%
GC
2659
Grace Capital
Massachusetts
$466K -$41.7K -373 -9%
MHI
2660
Miller Howard Investments
New York
$465K -$40.9M -365,886 -99%
SPWG
2661
Sage Private Wealth Group
Illinois
$463K +$407K +3,643 New
NA
2662
Nottingham Advisors
New York
$462K – – –
SWK
2663
Stephen W. Kidder
$462K – – –
BAM
2664
Beaumont Asset Management
Texas
$462K +$407K +3,638 New
AWA
2665
Aaron Wealth Advisors
Illinois
$462K +$407K +3,640 New
ACM
2666
Aljian Capital Management
Nevada
$461K -$8.16K -73 -2%
CIA
2667
Cascade Investment Advisors
Oregon
$460K -$22.4K -200 -5%
NG
2668
Northstar Group
New York
$459K -$52.6K -471 -12%
SSA
2669
South Street Advisors
New York
$459K +$44.7K +400 +12%
NIC
2670
Northwest Investment Counselors
Oregon
$458K +$19.9K +178 +5%
SLA
2671
Silver Lake Advisory
Utah
$457K +$2.46K +22 +0.6%
AIIMS
2672
Analyst IMS Investment Management Services
Israel
$457K +$39.1K +350 +11%
ADMI
2673
Albert D. Mason Inc
Massachusetts
$454K +$89.1K +797 +29%
TPW
2674
Tiller Private Wealth
Pennsylvania
$452K +$32.3K +289 +9%
CAGAS
2675
Capital Advisory Group Advisory Services
Minnesota
$448K +$92.5K +828 +31%
105 106
107
108 109