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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2726
Summit Asset Management
Tennessee
$791K +$99.4K +605 +14%
PPWM
2727
Paragon Private Wealth Management
Kentucky
$790K +$819K +4,990 New
VFPI
2728
Vantage Financial Partners (Illinois)
Illinois
$788K – – –
FPWM
2729
FSB Premier Wealth Management
Iowa
$787K -$48.3K -294 -6%
GP
2730
Geneva Partners
Wisconsin
$786K – – –
VC
2731
Vicus Capital
Pennsylvania
$786K +$867K +5,279 New
BIMC
2732
Benson Investment Management Company
Virginia
$784K – – –
OHU
2733
Odey Holdings (UK)
United Kingdom
$783K – – –
DIM
2734
Delta Investment Management
California
$783K +$4.43K +27 +0.5%
AFG
2735
Arkansas Financial Group
Arkansas
$782K – – –
ESCM
2736
Echo Street Capital Management
New York
$780K +$315K +1,917 +64%
MCA
2737
Millennium Capital Advisors
Arkansas
$780K +$809K +4,924 New
FB
2738
First Bancorp
Maine
$779K +$10.7K +65 +1%
CA
2739
CGN Advisors
Kansas
$779K +$24.5K +149 +3%
EA
2740
Echo45 Advisors
California
$779K +$808K +4,920 New
RHBC
2741
R.H. Bluestein & Co
Michigan
$773K +$164K +1,000 +26%
RCG
2742
Rock Creek Group
District of Columbia
$771K +$20K +122 +3%
ARMC
2743
American Research & Management Company
Massachusetts
$770K +$43.5K +265 +6%
GC
2744
Garde Capital
Washington
$767K +$5.25K +32 +0.7%
DL
2745
DOHJ LLC
Washington
$767K +$26.1K +159 +3%
TWM
2746
TriaGen Wealth Management
California
$760K – – –
BWM
2747
Birchcreek Wealth Management
Ohio
$757K +$3.12K +19 +0.4%
CG
2748
Corundum Group
Colorado
$756K +$105K +641 +16%
LSWM
2749
Lorne Steinberg Wealth Management
Canada
$754K -$3.45K -21 -0.4%
P
2750
&Partners
Tennessee
$753K -$16.4K -100 -2%
108 109
110
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