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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2726
Paladin Advisory Group
Iowa
$689K +$752K +5,093 New
KA
2727
Keene & Associates
Texas
$687K +$176K +1,190 +31%
MAWAG
2728
Mid-American Wealth Advisory Group
Missouri
$686K -$2.07K -14 -0.3%
AIA
2729
Arbor Investment Advisors
North Carolina
$686K +$46.3K +314 +7%
NFG
2730
Nadler Financial Group
Illinois
$685K -$156K -1,055 -17%
RWM
2731
Reston Wealth Management
Virginia
$685K -$17.9K -121 -2%
BWM
2732
Birchcreek Wealth Management
Ohio
$683K +$33.4K +226 +5%
JC
2733
JBF Capital
Colorado
$682K -$6.64M -45,000 -90%
TA
2734
TCM Advisors
West Virginia
$682K -$738K -5,000 Closed
FB
2735
First Bancorp
Maine
$680K +$9.74K +66 +1%
LSWM
2736
Lorne Steinberg Wealth Management
Canada
$680K +$33.2K +225 +5%
FW
2737
FirstPurpose Wealth
Utah
$679K +$36.6K +248 +5%
CA
2738
Centerpoint Advisors
Massachusetts
$676K -$6.79K -46 -0.9%
ARMC
2739
American Research & Management Company
Massachusetts
$676K +$14.8K +100 +2%
FPWM
2740
FSB Premier Wealth Management
Iowa
$676K +$75.3K +510 +10%
FBB
2741
Fulton Breakefield Broenniman
Maryland
$676K +$172K +1,164 +31%
BIMC
2742
Benson Investment Management Company
Virginia
$675K – – –
DIM
2743
Delta Investment Management
California
$674K +$148 +1 +0%
AFG
2744
Arkansas Financial Group
Arkansas
$673K – – –
RVPG
2745
Relative Value Partners Group
$673K +$388K +2,626 +114%
SFS
2746
Stiles Financial Services
Minnesota
$670K +$117K +795 +19%
PP
2747
Paloma Partners
Connecticut
$667K -$18.1M -122,637 -96%
LA
2748
Legacy Advisors
Pennsylvania
$667K +$235K +1,594 +48%
HWA
2749
HHM Wealth Advisors
Tennessee
$666K +$58.7K +398 +9%
RHBC
2750
R.H. Bluestein & Co
Michigan
$665K -$738 -5 -0.1%
108 109
110
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