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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2926
Oxbow Advisors
Texas
$564K -$19.7K -120 -3%
PP
2927
Patron Partners
Texas
$564K -$9.36K -57 -2%
ONGA
2928
O'Neil Global Advisors
California
$564K +$585K +3,560 New
MFGM
2929
Marshall Financial Group (Maryland)
Maryland
$563K -$102K -624 -15%
FAG
2930
Financial Advisory Group
Texas
$563K +$238K +1,452 +69%
AWA
2931
Aaron Wealth Advisors
Illinois
$562K +$78.7K +479 +16%
MWAM
2932
Manhattan West Asset Management
California
$558K +$578K +3,522 New
FCM
2933
Firestone Capital Management
Florida
$557K -$11.8K -72 -2%
LAI
2934
Legal Advantage Investments
California
$557K – – –
CHA
2935
Cooper/Haims Advisors
New York
$555K +$164 +1 +0%
GWM
2936
Gitterman Wealth Management
New Jersey
$554K -$23.3K -142 -4%
SWM
2937
Shelton Wealth Management
Texas
$554K +$574K +3,496 New
FSC
2938
Full Sail Capital
Oklahoma
$553K +$34.7K +211 +6%
TFF
2939
The Family Firm
Maryland
$551K -$19.1K -116 -3%
CI
2940
Cavalier Investments
Georgia
$548K +$568K +3,460 New
SIS
2941
Sound Income Strategies
Florida
$546K +$20.2K +123 +4%
HCM
2942
Hutner Capital Management
Vermont
$545K – – –
MWM
2943
MinichMacGregor Wealth Management
New York
$545K +$15.1K +92 +3%
MA
2944
Mosaic Advisors
Texas
$544K -$76.9K -468 -12%
EAM
2945
Eukles Asset Management
Ohio
$543K +$69.5K +423 +14%
BA
2946
Bridge Advisory
California
$540K +$216K +1,315 +63%
HHAM
2947
HITE Hedge Asset Management
Massachusetts
$537K – – –
RGC
2948
Roberts, Glore & Co
Illinois
$537K – – –
TA
2949
TrueWealth Advisors
Alabama
$537K +$54.9K +334 +11%
HCM
2950
HM Capital Management
Missouri
$537K +$557K +3,391 New
116 117
118
119 120