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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2676
Harvest Investment Services
Illinois
$589K +$53.5K +372 +11%
ONST
2677
Old North State Trust
North Carolina
$587K – – –
CA
2678
CGN Advisors
Kansas
$585K -$158K -1,099 -22%
PLFAM
2679
Pineno Levin & Ford Asset Management
Virginia
$583K – – –
SDH
2680
Sloy Dahl & Holst
Washington
$582K +$550K +3,826 New
ACWM
2681
Adams Chetwood Wealth Management
North Carolina
$579K +$9.35K +65 +2%
CA
2682
Crewe Advisors
Utah
$578K – – –
FFA
2683
Fi3 Financial Advisors
Indiana
$578K +$546K +3,796 New
JRCM
2684
Jones Road Capital Management
New York
$578K +$547K +3,800 New
HWA
2685
Heartwood Wealth Advisors
Virginia
$577K +$139K +965 +34%
SAA
2686
Southeast Asset Advisors
Georgia
$575K -$42.9K -298 -7%
SDAM
2687
Shulman DeMeo Asset Management
New York
$573K -$660K -4,589 -55%
BHA
2688
Beech Hill Advisors
New York
$573K -$259K -1,800 -32%
BFG
2689
Berger Financial Group
Minnesota
$571K -$109K -760 -17%
FSC
2690
Full Sail Capital
Oklahoma
$569K +$118K +820 +28%
NA
2691
Nottingham Advisors
New York
$568K +$14.4K +100 +3%
CC
2692
Callan Capital
California
$567K – – –
BAM
2693
Beaumont Asset Management
Texas
$565K +$11.2K +78 +2%
SSA
2694
South Street Advisors
New York
$565K +$14.4K +100 +3%
MF
2695
Montis Financial
Massachusetts
$564K -$122K -846 -19%
ACM
2696
Alethea Capital Management
Washington
$563K – – –
DA
2697
DSC Advisors
Illinois
$561K +$530K +3,683 New
LOAME
2698
Lombard Odier Asset Management (Europe)
United Kingdom
$559K -$4.38M -30,464 -89%
DWA
2699
Dougherty Wealth Advisers
Minnesota
$559K – – –
TFF
2700
The Family Firm
Maryland
$555K +$2.45K +17 +0.5%
106 107
108
109 110