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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2701
DSC Advisors
Illinois
$567K +$35.1K +224 +7%
HCM
2702
Hutner Capital Management
Vermont
$563K -$82K -523 -13%
CA
2703
Crewe Advisors
Utah
$563K -$42.3K -270 -7%
FOA
2704
Five Oceans Advisors
California
$562K +$538K +3,431 New
FCM
2705
Firestone Capital Management
Florida
$558K – – –
MAM
2706
Morse Asset Management
Connecticut
$558K +$314K +2,000 +142%
RA
2707
Riversedge Advisors
Delaware
$556K +$108K +690 +25%
HHAM
2708
HITE Hedge Asset Management
Massachusetts
$555K – – –
RGC
2709
Roberts, Glore & Co
Illinois
$555K +$78.4K +500 +17%
IGGA
2710
Iron Gate Global Advisors
Utah
$553K -$7.37K -47 -1%
MWM
2711
Mascoma Wealth Management
New Hampshire
$553K -$1.57K -10 -0.3%
CIA
2712
Cascade Investment Advisors
Oregon
$552K – – –
FRA
2713
Frank Rimerman Advisors
California
$552K -$67.9K -433 -11%
XS
2714
XR Securities
Illinois
$551K -$840K -5,355 -61%
FA
2715
Fountainhead AM
New Jersey
$550K -$150K -955 -22%
OFS
2716
Oldfather Financial Services
Nebraska
$549K +$627 +4 +0.1%
MWM
2717
MinichMacGregor Wealth Management
New York
$548K -$26.5K -169 -5%
GM
2718
GeoWealth Management
Illinois
$545K -$52.2K -333 -9%
FNBOMD
2719
First National Bank of Mount Dora
Florida
$545K +$12.9K +82 +3%
SIS
2720
Sound Income Strategies
Florida
$544K +$40.3K +257 +8%
CCT
2721
Capital City Trust
Florida
$543K -$59.9K -382 -10%
LA
2722
Legacy Advisors
Pennsylvania
$543K +$2.98K +19 +0.6%
CP
2723
Capital Planning
Washington
$542K – – –
PDM
2724
Penn Davis McFarland
Texas
$542K +$283K +1,803 +119%
DJYG
2725
David J. Yvars Group
Florida
$541K +$941 +6 +0.2%
107 108
109
110 111