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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
2726
Legal Advantage Investments
California
$548K – – –
MWM
2727
MinichMacGregor Wealth Management
New York
$547K -$11.5K -73 -2%
FSG
2728
Financial Strategies Group
Michigan
$547K +$123K +786 +29%
MHI
2729
Miller Howard Investments
New York
$547K +$553K +3,518 New
SLA
2730
Silver Lake Advisory
Utah
$546K -$6.28K -40 -1%
CHA
2731
Cooper/Haims Advisors
New York
$545K +$168K +1,070 +44%
PHK
2732
Point72 Hong Kong
Hong Kong
$544K -$507K -3,226 -48%
FRM
2733
Fox Run Management
Connecticut
$543K -$334K -2,124 -38%
DCM
2734
Dimension Capital Management
Florida
$543K -$11.6K -74 -2%
LB
2735
Leo Brokerage
Texas
$540K +$31.9K +203 +6%
FWM
2736
FFT Wealth Management
Pennsylvania
$536K +$541K +3,445 New
SWG
2737
Summit Wealth Group
Vermont
$533K +$3.93K +25 +0.7%
IGGA
2738
Iron Gate Global Advisors
Utah
$533K +$46.6K +297 +9%
HHAM
2739
HITE Hedge Asset Management
Massachusetts
$528K – – –
MWM
2740
Mascoma Wealth Management
New Hampshire
$527K +$40.7K +259 +8%
CIA
2741
Cascade Investment Advisors
Oregon
$525K -$19.5K -124 -4%
OFS
2742
Oldfather Financial Services
Nebraska
$523K -$316K -2,014 -38%
BFS
2743
Bickling Financial Services
Massachusetts
$522K +$31.7K +202 +6%
CRCM
2744
Corbett Road Capital Management
Virginia
$521K -$88.9K -566 -14%
TC
2745
Tatro Capital
Kentucky
$518K -$203K -1,290 -28%
CAGAS
2746
Capital Advisory Group Advisory Services
Minnesota
$517K -$16.3K -104 -3%
TF
2747
Trek Financial
Arizona
$516K +$65.5K +417 +14%
CP
2748
Capital Planning
Washington
$515K -$130K -825 -20%
GG
2749
Golden Green
South Carolina
$514K +$1.26K +8 +0.2%
LA
2750
Legacy Advisors
Pennsylvania
$513K – – –
108 109
110
111 112