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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2876
Silverlake Wealth Management
Vermont
$616K +$638K +3,888 New
FRA
2877
Frank Rimerman Advisors
California
$615K +$84.4K +514 +15%
RA
2878
Riversedge Advisors
Delaware
$614K +$78.5K +478 +14%
ACWM
2879
Adams Chetwood Wealth Management
North Carolina
$613K -$10.3K -63 -2%
RPCONE
2880
Retirement Planning Company of New England
Rhode Island
$612K +$636K +3,871 New
TIA
2881
Tandem Investment Advisors
South Carolina
$611K +$121K +738 +24%
NED
2882
Nancy E. Dempze
$610K – – –
FOA
2883
Five Oceans Advisors
California
$609K +$68.6K +418 +12%
SPI
2884
Sutton Place Investors
New York
$609K +$631K +3,843 New
KA
2885
Keene & Associates
Texas
$609K +$632K +3,848 New
EIA
2886
Edgemoor Investment Advisors
Maryland
$608K +$14.5K +88 +2%
PLFAM
2887
Pineno Levin & Ford Asset Management
Virginia
$607K – – –
LCM
2888
LCM Capital Management
Illinois
$605K -$82.1K -500 -12%
FA
2889
Forefront Analytics
Pennsylvania
$605K +$3.78K +23 +0.6%
AWM
2890
Avaii Wealth Management
Wisconsin
$605K +$627K +3,819 New
SCA
2891
Sandy Cove Advisors
Massachusetts
$604K +$626K +3,813 New
XS
2892
XR Securities
Illinois
$603K +$72.6K +442 +13%
MF
2893
Meridian Financial
Massachusetts
$603K +$625K +3,808 New
FBB
2894
Fulton Breakefield Broenniman
Maryland
$601K +$10K +61 +2%
BHA
2895
Beech Hill Advisors
New York
$596K – – –
IF
2896
Integrity Financial
Wyoming
$595K +$617K +3,759 New
WB
2897
West Bancorporation
Iowa
$594K +$616K +3,751 New
RBCM
2898
Raub Brock Capital Management
California
$592K – – –
FNBOMD
2899
First National Bank of Mount Dora
Florida
$590K +$65K +396 +12%
HG
2900
Harbor Group
New Hampshire
$588K +$1.64K +10 +0.3%
114 115
116
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