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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
3051
Retirement Income Solutions
Michigan
$907K – – –
GOCP
3052
Great Oak Capital Partners
Massachusetts
$905K -$13.4K -74 -2%
CWA
3053
CJM Wealth Advisers
Virginia
$903K -$82.3K -456 -9%
BAM
3054
Bayview Asset Management
Florida
$901K +$812K +4,500 New
EFH
3055
Eaton Financial Holdings
Florida
$901K -$80.1K -444 -9%
PP
3056
Patron Partners
Texas
$900K +$167K +923 +26%
DIA
3057
Davidson Investment Advisors
Montana
$899K -$27.8K -154 -3%
FC
3058
FCA Corp
Texas
$896K – – –
SDAM
3059
Shulman DeMeo Asset Management
New York
$895K -$722 -4 -0.1%
WWMSC
3060
Wagner Wealth Management (South Carolina)
South Carolina
$895K -$111K -616 -12%
HKAM
3061
Horizon Kinetics Asset Management
New York
$893K +$347K +1,924 +76%
TFCP
3062
Twin Focus Capital Partners
Massachusetts
$892K +$59.5K +330 +8%
VWM
3063
Vigilare Wealth Management
Arizona
$892K +$16.8K +93 +2%
PWS
3064
Private Wealth Strategies
Ohio
$890K -$46.2K -256 -5%
ECM
3065
Elgethun Capital Management
South Dakota
$889K +$361 +2 +0%
HIG
3066
Heritage Investment Group
Florida
$887K +$42.4K +235 +6%
RPCONE
3067
Retirement Planning Company of New England
Rhode Island
$886K -$1.35M -7,486 -63%
PCM
3068
Perritt Capital Management
Illinois
$885K -$39.2K -217 -5%
BOM
3069
Bank of Marin
California
$884K -$29.2K -162 -4%
MM
3070
Meridian Management
Arkansas
$883K -$17K -94 -2%
C
3071
CEDRUS
Colorado
$880K +$185K +1,025 +30%
LWM
3072
Liberty Wealth Management
California
$880K -$32.8K -182 -4%
HC
3073
Hamilton Capital
Ohio
$880K -$4.87K -27 -0.6%
KBFS
3074
Kohmann Bosshard Financial Services
Ohio
$879K +$72.2K +400 +10%
CFLC
3075
California First Leasing Corp
California
$877K – – –
121 122
123
124 125