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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2801
Affinity Capital Advisors
California
$698K -$11.3K -69 -2%
MWPCG
2802
Measured Wealth Private Client Group
New Hampshire
$698K – – –
CCMW
2803
Cypress Capital Management (Wyoming)
Wyoming
$698K +$16.4K +100 +2%
DW
2804
Domani Wealth
Pennsylvania
$698K +$65.5K +399 +10%
BRA
2805
Bender Robert & Associates
California
$697K – – –
ISWM
2806
Independent Solutions Wealth Management
New York
$695K +$14.9K +91 +2%
DEM
2807
Disciplined Equity Management
Florida
$692K +$718K +4,373 New
ONST
2808
Old North State Trust
North Carolina
$691K +$83.3K +507 +13%
DE
2809
Day & Ennis
Georgia
$690K +$15.4K +94 +2%
JCM
2810
J2 Capital Management
Michigan
$688K +$714K +4,347 New
HWA
2811
Hillcrest Wealth Advisors
New Jersey
$687K – – –
VAFP
2812
Vahanian & Associates Financial Planning
New York
$685K +$711K +4,327 New
EIA
2813
Eldridge Investment Advisors
New Hampshire
$684K – – –
ABLA
2814
Alan B. Lancz & Associates
Ohio
$684K +$709K +4,317 New
MA
2815
Maxele Advisors
Missouri
$683K +$709K +4,316 New
BAM
2816
Beaumont Asset Management
Texas
$681K +$17.1K +104 +2%
CCM
2817
CAAS Capital Management
New York
$681K +$706K +4,300 New
HAM
2818
Hedges Asset Management
Nevada
$681K +$706K +4,300 New
JF
2819
Jump Financial
Illinois
$681K +$707K +4,304 New
KWS
2820
Keystone Wealth Services
California
$679K +$704K +4,287 New
WCM
2821
Washburn Capital Management
Florida
$677K +$90.8K +553 +15%
LFA
2822
Laraway Financial Advisors
Minnesota
$677K +$703K +4,280 New
PCMC
2823
Paragon Capital Management (Colorado)
Colorado
$674K -$7.72K -47 -1%
NVIM
2824
New Vernon Investment Management
Illinois
$673K – – –
SVCP
2825
Silicon Valley Capital Partners
California
$672K +$196K +1,193 +39%
111 112
113
114 115