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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
2801
Sutton Place Investors
New York
$497K +$28.7K +232 +6%
SIM
2802
Sadoff Investment Management
Wisconsin
$496K -$38.9K -314 -7%
OLVIG
2803
Oliver Lagore Vanvalin Investment Group
Michigan
$496K +$2.73K +22 +0.5%
LSWM
2804
Lorne Steinberg Wealth Management
Canada
$494K -$74.3K -600 -12%
BMCM
2805
Bryn Mawr Capital Management
Pennsylvania
$494K +$21.1K +170 +4%
CC
2806
Callan Capital
California
$491K -$22.7K -183 -4%
FFA
2807
Fi3 Financial Advisors
Indiana
$491K +$24.7K +199 +5%
ACA
2808
Affinity Capital Advisors
California
$488K -$11K -89 -2%
ABLA
2809
Alan B. Lancz & Associates
Ohio
$488K -$10.4K -84 -2%
CCA
2810
Cottonwood Capital Advisors
Utah
$488K -$3.84K -31 -0.7%
HWA
2811
Hillcrest Wealth Advisors
New Jersey
$488K – – –
MPW
2812
Monterey Private Wealth
California
$487K -$16.7K -135 -3%
WA1
2813
Wimmer Associates 1
California
$486K -$23.5K -190 -4%
TIM
2814
Tortoise Investment Management
New York
$486K +$124K +998 +30%
SFM
2815
Spartan Fund Management
Canada
$486K +$534K +4,312 New
FBT
2816
First Bank & Trust
South Dakota
$485K -$134K -1,085 -20%
HAM
2817
Hedges Asset Management
Nevada
$485K – – –
RPCONE
2818
Retirement Planning Company of New England
Rhode Island
$485K +$34.3K +277 +7%
WAM
2819
Weinberger Asset Management
California
$484K +$533K +4,302 New
SDAM
2820
Shulman DeMeo Asset Management
New York
$484K +$13.1K +106 +3%
KWS
2821
Keystone Wealth Services
California
$483K +$9.17K +74 +2%
LF
2822
Lee Financial
Texas
$482K -$7.56K -61 -1%
BSSFA
2823
Baron Silver Stevens Financial Advisors
Florida
$480K +$240K +1,935 +83%
NVIM
2824
New Vernon Investment Management
Illinois
$479K – – –
RIS
2825
Retirement Income Solutions
Michigan
$479K +$12.9K +104 +3%
111 112
113
114 115