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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2901
Keystone Financial Planning
Ohio
$420K +$462K +3,726 New
AFT
2902
Alpha Family Trust
California
$420K +$462K +3,730 New
SOS
2903
Silver Oak Securities
Tennessee
$419K -$25K -202 -5%
FNC
2904
First National Corp
Massachusetts
$418K +$2.11K +17 +0.5%
SWM
2905
Shelton Wealth Management
Texas
$418K +$25.6K +207 +6%
DI
2906
Diligent Investors
California
$418K +$55.3K +446 +14%
HC
2907
Hourglass Capital
Texas
$418K +$73K +589 +19%
CI
2908
Cavalier Investments
Georgia
$417K +$2.97K +24 +0.7%
GC
2909
Garde Capital
Washington
$415K -$140K -1,130 -23%
HG
2910
Harbor Group
New Hampshire
$414K -$6.81K -55 -1%
DWA
2911
Dougherty Wealth Advisers
Minnesota
$414K – – –
EA
2912
Emerald Advisors
Washington
$412K -$52K -420 -10%
MWM
2913
Merriman Wealth Management
Washington
$412K -$47K -379 -9%
HAS
2914
Holland Advisory Services
Florida
$412K +$867 +7 +0.2%
IWA
2915
IVC Wealth Advisors
Pennsylvania
$411K +$23.9K +193 +6%
NA
2916
Nottingham Advisors
New York
$409K – – –
NIC
2917
Northwest Investment Counselors
Oregon
$408K +$248 +2 +0.1%
OFS
2918
Oldfather Financial Services
Nebraska
$407K +$743 +6 +0.2%
CWM
2919
Cahaba Wealth Management
Georgia
$407K +$32.2K +260 +8%
TIM
2920
Total Investment Management
Arizona
$406K -$10.9K -88 -2%
PCMF
2921
Private Capital Management (Florida)
Florida
$405K +$445K +3,593 New
MSU
2922
Mizuho Securities USA
New York
$404K – – –
MF
2923
Montis Financial
Massachusetts
$401K -$15.7K -127 -3%
FCM
2924
Firestone Capital Management
Florida
$401K +$5.82K +47 +1%
LRIA
2925
Leonard Rickey Investment Advisors
Washington
$401K +$6.69K +54 +2%
115 116
117
118 119