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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2701
The Family Firm
Maryland
$555K +$2.45K +17 +0.5%
SWK
2702
Stephen W. Kidder
$554K – – –
GWM
2703
Gitterman Wealth Management
New Jersey
$554K +$524K +3,641 New
SL
2704
Summitry LLC
California
$553K -$87K -605 -14%
HCA
2705
Heck Capital Advisors
Wisconsin
$550K -$11.9K -83 -2%
NIC
2706
Northwest Investment Counselors
Oregon
$550K +$288 +2 +0.1%
SLA
2707
Silver Lake Advisory
Utah
$550K +$2.59K +18 +0.5%
EA
2708
Elm Advisors
California
$550K +$28.8K +200 +6%
LGA
2709
Lebenthal Global Advisors
New York
$549K +$101K +702 +24%
MCM
2710
Marathon Capital Management
Maryland
$548K -$14.4K -100 -3%
FCM
2711
Firestone Capital Management
Florida
$546K -$67K -466 -12%
HG
2712
Harbor Group
New Hampshire
$546K +$1.58K +11 +0.3%
CWM
2713
Cranbrook Wealth Management
Michigan
$546K +$91.9K +639 +22%
MWM
2714
MinichMacGregor Wealth Management
New York
$546K +$177K +1,233 +52%
SPWG
2715
Sage Private Wealth Group
Illinois
$544K -$9.93K -69 -2%
TPW
2716
Tiller Private Wealth
Pennsylvania
$542K +$432 +3 +0.1%
DCM
2717
Dimension Capital Management
Florida
$542K +$107K +747 +27%
RBCM
2718
Raub Brock Capital Management
California
$541K -$78.6K -546 -13%
ADMI
2719
Albert D. Mason Inc
Massachusetts
$541K -$2.16K -15 -0.4%
SFG
2720
Sunburst Financial Group
Alabama
$541K +$54.8K +381 +12%
FNBOMD
2721
First National Bank of Mount Dora
Florida
$538K +$34K +236 +7%
GSIS
2722
Global Strategic Investment Solutions
Arizona
$538K +$508K +3,532 New
LAI
2723
Legal Advantage Investments
California
$536K – – –
FMP
2724
Financial Management Professionals
Texas
$533K +$33.4K +232 +7%
CIA
2725
Cascade Investment Advisors
Oregon
$532K -$17.3K -120 -3%
107 108
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