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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2926
Patron Partners
Texas
$564K -$9.36K -57 -2%
ONGA
2927
O'Neil Global Advisors
California
$564K +$585K +3,560 New
MFGM
2928
Marshall Financial Group (Maryland)
Maryland
$563K -$102K -624 -15%
FAG
2929
Financial Advisory Group
Texas
$563K +$238K +1,452 +69%
AWA
2930
Aaron Wealth Advisors
Illinois
$562K +$78.7K +479 +16%
MWAM
2931
Manhattan West Asset Management
California
$558K +$578K +3,522 New
FCM
2932
Firestone Capital Management
Florida
$557K -$11.8K -72 -2%
LAI
2933
Legal Advantage Investments
California
$557K – – –
CHA
2934
Cooper/Haims Advisors
New York
$555K +$164 +1 +0%
GWM
2935
Gitterman Wealth Management
New Jersey
$554K -$23.3K -142 -4%
SWM
2936
Shelton Wealth Management
Texas
$554K +$574K +3,496 New
FSC
2937
Full Sail Capital
Oklahoma
$553K +$34.7K +211 +6%
TFF
2938
The Family Firm
Maryland
$551K -$19.1K -116 -3%
CI
2939
Cavalier Investments
Georgia
$548K +$568K +3,460 New
SIS
2940
Sound Income Strategies
Florida
$546K +$20.2K +123 +4%
HCM
2941
Hutner Capital Management
Vermont
$545K – – –
MWM
2942
MinichMacGregor Wealth Management
New York
$545K +$15.1K +92 +3%
MA
2943
Mosaic Advisors
Texas
$544K -$76.9K -468 -12%
EAM
2944
Eukles Asset Management
Ohio
$543K +$69.5K +423 +14%
BA
2945
Bridge Advisory
California
$540K +$216K +1,315 +63%
HHAM
2946
HITE Hedge Asset Management
Massachusetts
$537K – – –
RGC
2947
Roberts, Glore & Co
Illinois
$537K – – –
TA
2948
TrueWealth Advisors
Alabama
$537K +$54.9K +334 +11%
HCM
2949
HM Capital Management
Missouri
$537K +$557K +3,391 New
OFS
2950
Oldfather Financial Services
Nebraska
$535K +$26.3K +160 +5%
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118
119 120