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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2726
Paragon Private Wealth Management
Kentucky
$790K +$819K +4,990 New
VFPI
2727
Vantage Financial Partners (Illinois)
Illinois
$788K – – –
FPWM
2728
FSB Premier Wealth Management
Iowa
$787K -$48.3K -294 -6%
GP
2729
Geneva Partners
Wisconsin
$786K – – –
VC
2730
Vicus Capital
Pennsylvania
$786K +$867K +5,279 New
BIMC
2731
Benson Investment Management Company
Virginia
$784K – – –
OHU
2732
Odey Holdings (UK)
United Kingdom
$783K – – –
DIM
2733
Delta Investment Management
California
$783K +$4.43K +27 +0.5%
AFG
2734
Arkansas Financial Group
Arkansas
$782K – – –
ESCM
2735
Echo Street Capital Management
New York
$780K +$315K +1,917 +64%
MCA
2736
Millennium Capital Advisors
Arkansas
$780K +$809K +4,924 New
FB
2737
First Bancorp
Maine
$779K +$10.7K +65 +1%
CA
2738
CGN Advisors
Kansas
$779K +$24.5K +149 +3%
EA
2739
Echo45 Advisors
California
$779K +$808K +4,920 New
RHBC
2740
R.H. Bluestein & Co
Michigan
$773K +$164K +1,000 +26%
RCG
2741
Rock Creek Group
District of Columbia
$771K +$20K +122 +3%
ARMC
2742
American Research & Management Company
Massachusetts
$770K +$43.5K +265 +6%
GC
2743
Garde Capital
Washington
$767K +$5.25K +32 +0.7%
DL
2744
DOHJ LLC
Washington
$767K +$26.1K +159 +3%
TWM
2745
TriaGen Wealth Management
California
$760K – – –
BWM
2746
Birchcreek Wealth Management
Ohio
$757K +$3.12K +19 +0.4%
CG
2747
Corundum Group
Colorado
$756K +$105K +641 +16%
LSWM
2748
Lorne Steinberg Wealth Management
Canada
$754K -$3.45K -21 -0.4%
P
2749
&Partners
Tennessee
$753K -$16.4K -100 -2%
FCIM
2750
Fairview Capital Investment Management
California
$753K +$88.5K +539 +13%
108 109
110
111 112