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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2801
Measured Wealth Private Client Group
New Hampshire
$698K – – –
CCMW
2802
Cypress Capital Management (Wyoming)
Wyoming
$698K +$16.4K +100 +2%
DW
2803
Domani Wealth
Pennsylvania
$698K +$65.5K +399 +10%
BRA
2804
Bender Robert & Associates
California
$697K – – –
ISWM
2805
Independent Solutions Wealth Management
New York
$695K +$14.9K +91 +2%
DEM
2806
Disciplined Equity Management
Florida
$692K +$718K +4,373 New
ONST
2807
Old North State Trust
North Carolina
$691K +$83.3K +507 +13%
DE
2808
Day & Ennis
Georgia
$690K +$15.4K +94 +2%
JCM
2809
J2 Capital Management
Michigan
$688K +$714K +4,347 New
HWA
2810
Hillcrest Wealth Advisors
New Jersey
$687K – – –
VAFP
2811
Vahanian & Associates Financial Planning
New York
$685K +$711K +4,327 New
EIA
2812
Eldridge Investment Advisors
New Hampshire
$684K – – –
ABLA
2813
Alan B. Lancz & Associates
Ohio
$684K +$709K +4,317 New
MA
2814
Maxele Advisors
Missouri
$683K +$709K +4,316 New
BAM
2815
Beaumont Asset Management
Texas
$681K +$17.1K +104 +2%
CCM
2816
CAAS Capital Management
New York
$681K +$706K +4,300 New
HAM
2817
Hedges Asset Management
Nevada
$681K +$706K +4,300 New
JF
2818
Jump Financial
Illinois
$681K +$707K +4,304 New
KWS
2819
Keystone Wealth Services
California
$679K +$704K +4,287 New
WCM
2820
Washburn Capital Management
Florida
$677K +$90.8K +553 +15%
LFA
2821
Laraway Financial Advisors
Minnesota
$677K +$703K +4,280 New
PCMC
2822
Paragon Capital Management (Colorado)
Colorado
$674K -$7.72K -47 -1%
NVIM
2823
New Vernon Investment Management
Illinois
$673K – – –
SVCP
2824
Silicon Valley Capital Partners
California
$672K +$196K +1,193 +39%
VPW
2825
Vericrest Private Wealth
Pennsylvania
$671K +$696K +4,237 New
111 112
113
114 115