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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2701
GeoWealth Management
Illinois
$569K +$66K +420 +13%
SC
2702
Solstein Capital
California
$569K +$268K +1,705 +87%
SIGI
2703
Susquehanna International Group (Ireland)
Ireland
$568K +$574K +3,652 New
GWM
2704
Gitterman Wealth Management
New Jersey
$566K – – –
SWK
2705
Stephen W. Kidder
$566K – – –
ADMI
2706
Albert D. Mason Inc
Massachusetts
$566K +$12.6K +80 +2%
MF
2707
Montis Financial
Massachusetts
$565K -$5.5K -35 -1%
BEI
2708
Benjamin Edwards Inc
Missouri
$564K -$211K -1,341 -27%
YIH
2709
Y-Intercept (HK)
Hong Kong
$564K +$569K +3,623 New
RBCM
2710
Raub Brock Capital Management
California
$563K +$10.4K +66 +2%
EA
2711
Elm Advisors
California
$562K – – –
CL
2712
CIM LLC
New York
$561K -$18.4K -117 -3%
ETC
2713
Exchange Traded Concepts
Oklahoma
$558K -$2.07M -13,207 -79%
PP
2714
Patron Partners
Texas
$558K -$158K -1,006 -22%
PC
2715
Permit Capital
Pennsylvania
$558K -$101K -645 -15%
FCM
2716
Firestone Capital Management
Florida
$558K +$157 +1 +0%
SOW
2717
State of Wyoming
Wyoming
$558K +$149K +946 +36%
SNBOSCI
2718
Security National Bank of Sioux City Iowa
Iowa
$558K +$164K +1,043 +41%
TFF
2719
The Family Firm
Maryland
$557K -$9.89K -63 -2%
SPWG
2720
Sage Private Wealth Group
Illinois
$557K +$942 +6 +0.2%
TPW
2721
Tiller Private Wealth
Pennsylvania
$557K +$3.46K +22 +0.6%
MCIA
2722
Mountain Capital Investment Advisors
Colorado
$555K -$141K -896 -20%
FSC
2723
Full Sail Capital
Oklahoma
$555K -$26.1K -166 -4%
CWM
2724
Cranbrook Wealth Management
Michigan
$552K -$5.81K -37 -1%
TIM
2725
Total Investment Management
Arizona
$551K +$95.2K +606 +21%
107 108
109
110 111