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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2926
Private Capital Management (Colorado)
Colorado
$323K -$14.5K -101 -5%
AMG
2927
Asset Management Group
Connecticut
$323K +$2.01K +14 +0.7%
AA
2928
AlphaMark Advisors
Kentucky
$323K +$6.76K +47 +2%
MWP
2929
Meridian Wealth Partners
Pennsylvania
$323K +$10.4K +72 +4%
BA
2930
Bridge Advisory
California
$321K -$76.7K -533 -20%
DPI
2931
Diversified Portfolios Inc
Michigan
$321K -$7.19K -50 -2%
AFA
2932
Atlanta Financial Associates
Georgia
$319K – – –
CFG
2933
Compton Financial Group
Maryland
$319K – – –
CCA
2934
Cadent Capital Advisors
Oklahoma
$319K +$20.7K +144 +7%
MA
2935
Mezzasalma Advisors
New Jersey
$318K +$2.88K +20 +1%
VC
2936
Veery Capital
Delaware
$317K -$114K -794 -28%
AWM
2937
Adams Wealth Management
Utah
$317K – – –
OWA
2938
Opal Wealth Advisors
New York
$317K +$17K +118 +6%
WCFA
2939
Walkner Condon Financial Advisors
Wisconsin
$316K +$6.76K +47 +2%
GAM
2940
Gould Asset Management
California
$315K -$101K -700 -25%
CCA
2941
Conestoga Capital Advisors
Pennsylvania
$315K -$97.1K -675 -25%
SAM
2942
Shikiar Asset Management
New York
$315K – – –
AG
2943
Algert Global
California
$315K +$297K +2,066 New
NC
2944
NovaPoint Capital
Georgia
$314K – – –
VFM
2945
Vivid Financial Management
California
$313K – – –
KW
2946
KWB Wealth
California
$313K +$296K +2,058 New
CA
2947
Capital Advantage
California
$312K +$20.9K +145 +8%
KBFS
2948
Kohmann Bosshard Financial Services
Ohio
$311K – – –
EF
2949
Exeter Financial
Arizona
$309K – – –
I2I
2950
Insight 2811 Inc
Illinois
$307K – – –
116 117
118
119 120