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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2851
Diamant Asset Management
Connecticut
$679K – – –
I
2852
InceptionR
California
$677K +$640K +4,654 New
DIA
2853
Davidson Investment Advisors
Montana
$676K – – –
SPI
2854
Sutton Place Investors
New York
$676K +$5.78K +42 +0.9%
FC
2855
FCA Corp
Texas
$674K -$6.05K -44 -0.9%
RCG
2856
Rock Creek Group
District of Columbia
$673K +$137K +993 +27%
CSWG
2857
Cardinal Strategic Wealth Guidance
Kentucky
$673K -$1.24K -9 -0.2%
AT
2858
Avalon Trust
New Mexico
$670K +$44.7K +325 +8%
PA
2859
PFW Advisors
Georgia
$670K +$597K +4,337 New
SRSA
2860
S.R. Schill & Associates
Washington
$670K +$61.2K +445 +11%
SAA
2861
Southeast Asset Advisors
Georgia
$670K +$825 +6 +0.1%
BIA
2862
Benchmark Investment Advisors
Illinois
$669K +$1.38K +10 +0.2%
LGG
2863
Luts & Greenleigh Group
Maryland
$669K +$97K +705 +18%
PCI
2864
Planning Center Inc
Illinois
$667K +$14.9K +108 +2%
MC
2865
Matisse Capital
Oregon
$666K – – –
CAM
2866
Concorde Asset Management
Michigan
$666K -$15K -109 -3%
DE
2867
Day & Ennis
Georgia
$665K +$31.4K +228 +5%
EIA
2868
Eldridge Investment Advisors
New Hampshire
$663K +$30.3K +220 +5%
HI
2869
Humankind Investments
New York
$662K -$47.7K -347 -7%
MIM
2870
Merrion Investment Management
New Jersey
$661K – – –
LWM
2871
Liberty Wealth Management
California
$660K -$365K -2,655 -37%
CWG
2872
Crown Wealth Group
North Carolina
$658K -$33K -240 -5%
LRIA
2873
Leonard Rickey Investment Advisors
Washington
$658K +$27.2K +198 +5%
OLVIG
2874
Oliver Lagore Vanvalin Investment Group
Michigan
$656K +$4.13K +30 +0.7%
PFA
2875
Pure Financial Advisors
California
$655K +$12.8K +93 +2%
113 114
115
116 117