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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
2701
South Plains Financial
Texas
$2.75M +$310K +999 +14%
ECM
2702
Ethos Capital Management
Pennsylvania
$2.75M +$726K +2,339 +39%
RF
2703
Roxbury Financial
New Jersey
$2.74M +$21.1K +68 +0.8%
SIC
2704
Samalin Investment Counsel
New York
$2.74M -$68.3K -220 -3%
BCA
2705
Bay Capital Advisors
Virginia
$2.74M -$5.59K -18 -0.2%
CCMW
2706
Cypress Capital Management (Wyoming)
Wyoming
$2.74M -$3.73K -12 -0.1%
MSCM
2707
McElhenny Sheffield Capital Management
Texas
$2.74M -$300K -967 -10%
WG
2708
WMS Group
Louisiana
$2.74M -$123K -396 -5%
IIL
2709
Income Insurance Ltd
$2.74M – – –
1WM
2710
1900 Wealth Management
Texas
$2.73M +$282K +907 +12%
LSIA
2711
LaSalle St. Investment Advisors
Illinois
$2.73M -$40.4K -130 -2%
SSWM
2712
Strait & Sound Wealth Management
California
$2.73M -$228K -733 -8%
OFS
2713
Orrstown Financial Services
Pennsylvania
$2.73M -$83.2K -268 -3%
EFH
2714
Eaton Financial Holdings
Florida
$2.72M +$99.4K +320 +4%
MAM
2715
Milestone Asset Management
Pennsylvania
$2.72M +$586K +1,888 +29%
WW
2716
Waterfront Wealth
Kansas
$2.72M -$4.97K -16 -0.2%
RFP
2717
Root Financial Partners
California
$2.72M +$269K +866 +12%
DRS
2718
Deane Retirement Strategies
Louisiana
$2.71M +$2.57M +8,280 New
CA
2719
Corrado Advisors
New Jersey
$2.71M -$10.2K -33 -0.4%
BTWM
2720
Baker Tilly Wealth Management
Wisconsin
$2.71M -$26.7K -86 -1%
CVM
2721
Cheviot Value Management
California
$2.71M +$31.1K +100 +1%
SAA
2722
Southeast Asset Advisors
Georgia
$2.71M +$621 +2 +0%
SCI
2723
Stableford Capital II
Arizona
$2.71M -$60.2K -194 -2%
OPTFSNA
2724
Old Point Trust & Financial Services N A
Virginia
$2.7M +$216K +695 +9%
WFI
2725
West Family Investments
California
$2.7M +$1.23M +3,955 +92%
107 108
109
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