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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
2726
Northwest Investment Counselors
Oregon
$548K -$14K -89 -2%
LAI
2727
Legal Advantage Investments
California
$548K – – –
MWM
2728
MinichMacGregor Wealth Management
New York
$547K -$11.5K -73 -2%
FSG
2729
Financial Strategies Group
Michigan
$547K +$123K +786 +29%
MHI
2730
Miller Howard Investments
New York
$547K +$553K +3,518 New
SLA
2731
Silver Lake Advisory
Utah
$546K -$6.28K -40 -1%
CHA
2732
Cooper/Haims Advisors
New York
$545K +$168K +1,070 +44%
PHK
2733
Point72 Hong Kong
Hong Kong
$544K -$507K -3,226 -48%
FRM
2734
Fox Run Management
Connecticut
$543K -$334K -2,124 -38%
DCM
2735
Dimension Capital Management
Florida
$543K -$11.6K -74 -2%
LB
2736
Leo Brokerage
Texas
$540K +$31.9K +203 +6%
FWM
2737
FFT Wealth Management
Pennsylvania
$536K +$541K +3,445 New
SWG
2738
Summit Wealth Group
Vermont
$533K +$3.93K +25 +0.7%
IGGA
2739
Iron Gate Global Advisors
Utah
$533K +$46.6K +297 +9%
HHAM
2740
HITE Hedge Asset Management
Massachusetts
$528K – – –
MWM
2741
Mascoma Wealth Management
New Hampshire
$527K +$40.7K +259 +8%
CIA
2742
Cascade Investment Advisors
Oregon
$525K -$19.5K -124 -4%
OFS
2743
Oldfather Financial Services
Nebraska
$523K -$316K -2,014 -38%
BFS
2744
Bickling Financial Services
Massachusetts
$522K +$31.7K +202 +6%
CRCM
2745
Corbett Road Capital Management
Virginia
$521K -$88.9K -566 -14%
TC
2746
Tatro Capital
Kentucky
$518K -$203K -1,290 -28%
CAGAS
2747
Capital Advisory Group Advisory Services
Minnesota
$517K -$16.3K -104 -3%
TF
2748
Trek Financial
Arizona
$516K +$65.5K +417 +14%
CP
2749
Capital Planning
Washington
$515K -$130K -825 -20%
GG
2750
Golden Green
South Carolina
$514K +$1.26K +8 +0.2%
108 109
110
111 112