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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2951
Arcadia Investment Management
Michigan
$320K -$561K -3,575 -63%
NEPPG
2952
New England Professional Planning Group
Rhode Island
$317K -$18.2K -116 -6%
FAN
2953
Financial Advisors Network
California
$316K -$17.3K -110 -5%
DPI
2954
Diversified Portfolios Inc
Michigan
$315K -$12.9K -82 -4%
KOMWMG
2955
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$314K +$63.5K +404 +25%
KBFS
2956
Kohmann Bosshard Financial Services
Ohio
$313K -$4.55K -29 -1%
KW
2957
KWB Wealth
California
$313K – – –
DBRC
2958
D.B. Root & Company
Pennsylvania
$312K -$70.4K -448 -18%
CCIA
2959
Campbell & Co Investment Adviser
Maryland
$311K -$518K -3,300 -62%
TI
2960
Telemetry Investments
New York
$311K -$1.57K -10 -0.5%
CCM
2961
Chickasaw Capital Management
Tennessee
$311K – – –
CI
2962
Clal Insurance
Israel
$311K +$314K +2,000 New
WCWM
2963
Willow Creek Wealth Management
California
$309K +$21.2K +135 +7%
MLFP
2964
MPS Loria Financial Planners
Illinois
$308K -$110K -699 -26%
VC
2965
Veery Capital
Delaware
$308K -$15.4K -98 -5%
KC
2966
Knuff & Co
California
$308K – – –
WCF
2967
West Coast Financial
California
$308K +$53.9K +343 +21%
PSC
2968
Prentiss Smith & Co
Vermont
$307K – – –
EWA
2969
ERTS Wealth Advisors
Michigan
$304K +$157 +1 +0.1%
VFM
2970
Vivid Financial Management
California
$303K -$16.5K -105 -5%
PFA
2971
Pinnacle Family Advisors
Missouri
$302K +$54K +344 +22%
TWM
2972
Triton Wealth Management
Arizona
$302K +$296K +1,887 New
RFP
2973
Roth Financial Partners
Texas
$300K – – –
MWM
2974
McNaughton Wealth Management
California
$300K +$90K +573 +42%
TCM
2975
Tanaka Capital Management
New York
$299K -$375K -2,390 -55%
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119
120 121