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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
3026
Maiden Cove Capital
Maine
$988K +$443K +2,105 +82%
LGG
3027
Luts & Greenleigh Group
Maryland
$988K +$30.1K +143 +3%
KBFS
3028
Kohmann Bosshard Financial Services
Ohio
$986K +$47.6K +226 +5%
TCM
3029
Tang Capital Management
California
$985K +$603K +2,862 +158%
SAA
3030
Southeast Asset Advisors
Georgia
$985K -$1.69K -8 -0.2%
GAA
3031
Guardian Asset Advisors
Pennsylvania
$984K +$283K +1,344 +41%
TC
3032
Truvestments Capital
Florida
$983K +$501K +2,380 +104%
WAM
3033
WNY Asset Management
New York
$983K +$29.1K +138 +3%
TIM
3034
Tevis Investment Management
Texas
$980K +$20.2K +96 +2%
CNTOF
3035
Canandaigua National Trust of Florida
New York
$979K +$978K +4,644 New
MIM
3036
Merrion Investment Management
New Jersey
$979K – – –
OPTFSNA
3037
Old Point Trust & Financial Services N A
Virginia
$978K – – –
CCB
3038
Cutter & Co Brokerage
Missouri
$978K +$3.58K +17 +0.4%
EHAM
3039
Eagle Harbor Asset Management
Washington
$977K -$16.9K -80 -2%
EIA
3040
Eldridge Investment Advisors
New Hampshire
$976K – – –
TFF
3041
The Family Firm
Maryland
$975K +$2.53K +12 +0.3%
4WM
3042
49 Wealth Management
Texas
$970K +$268K +1,272 +38%
PP
3043
Patron Partners
Texas
$968K +$18.3K +87 +2%
PCA
3044
Prosperity Capital Advisors
Ohio
$966K +$79K +375 +9%
MC
3045
Matisse Capital
Oregon
$966K – – –
TFM
3046
TFC Financial Management
Massachusetts
$964K +$28.6K +136 +3%
WWM
3047
Waterway Wealth Management
Texas
$963K +$129K +611 +15%
SDAM
3048
Shulman DeMeo Asset Management
New York
$961K -$4K -19 -0.4%
PA
3049
PSI Advisors
Florida
$961K +$421 +2 +0%
CFA
3050
CWS Financial Advisors
Michigan
$958K +$211 +1 +0%
120 121
122
123 124