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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2901
Leonard Rickey Investment Advisors
Washington
$563K +$50.6K +369 +9%
ASFA
2902
All Season Financial Advisors
Colorado
$563K +$169K +1,233 +40%
HWA
2903
Hillcrest Wealth Advisors
New Jersey
$562K – – –
ONST
2904
Old North State Trust
North Carolina
$561K -$1.64K -12 -0.3%
HAM
2905
Hedges Asset Management
Nevada
$560K – – –
SDAM
2906
Shulman DeMeo Asset Management
New York
$559K +$1.64K +12 +0.3%
AT
2907
Avalon Trust
New Mexico
$558K +$587K +4,285 New
SFFS
2908
Stonehage Fleming Financial Services
Jersey
$558K +$277K +2,023 +62%
MAWA
2909
Moss Adams Wealth Advisors
Washington
$557K +$49.1K +358 +9%
SWA
2910
Sax Wealth Advisors
New Jersey
$556K -$17.8K -130 -3%
ETIA
2911
Epic Trust Investment Advisors
Washington
$554K +$206K +1,501 +55%
NVIM
2912
New Vernon Investment Management
Illinois
$554K – – –
CGH
2913
CMG Global Holdings
Texas
$553K -$27.5K -201 -5%
ABLA
2914
Alan B. Lancz & Associates
Ohio
$552K – – –
PGA
2915
Portland Global Advisors
Maine
$549K -$186K -1,359 -24%
SGWM
2916
Sterling Group Wealth Management
California
$548K -$10.4K -76 -2%
VIM
2917
VELA Investment Management
Ohio
$546K +$121K +881 +27%
CCA
2918
Cottonwood Capital Advisors
Utah
$546K +$685 +5 +0.1%
ACP
2919
Aveo Capital Partners
Colorado
$546K +$25.9K +189 +5%
ACA
2920
Affinity Capital Advisors
California
$545K -$10.4K -76 -2%
APA
2921
Astoria Portfolio Advisors
New York
$544K -$52.6K -384 -8%
TA
2922
TrueWealth Advisors
Alabama
$544K +$57K +416 +11%
CWA
2923
CM Wealth Advisors
Ohio
$543K +$29.6K +216 +6%
SRSA
2924
S.R. Schill & Associates
Washington
$542K +$1.51K +11 +0.3%
HA
2925
HC Advisors
Georgia
$542K +$85.1K +621 +18%
115 116
117
118 119