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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFLC
3076
California First Leasing Corp
California
$877K – – –
TIM
3077
Tevis Investment Management
Texas
$877K +$107K +592 +16%
PHIC
3078
Pine Haven Investment Counsel
Massachusetts
$873K – – –
EIA
3079
Eldridge Investment Advisors
New Hampshire
$872K – – –
FPCG
3080
Forum Private Client Group
Indiana
$871K -$31K -172 -4%
CP
3081
Castleview Partners
Texas
$869K +$39.3K +218 +5%
E3F
3082
Eight 31 Financial
Texas
$866K -$171K -945 -18%
CIA
3083
Cape Investment Advisory
Georgia
$866K +$21.7K +120 +3%
APC
3084
Aspire Private Capital
North Carolina
$866K +$93.5K +518 +14%
DWG
3085
Darden Wealth Group
Michigan
$865K -$17.5K -97 -2%
HWA
3086
Hillcrest Wealth Advisors
New Jersey
$863K – – –
ACA
3087
Affinity Capital Advisors
California
$863K +$19.8K +110 +3%
BDA
3088
Borer Denton & Associates
Pennsylvania
$862K +$160K +889 +26%
KWS
3089
Keystone Wealth Services
California
$859K +$2.17K +12 +0.3%
TF
3090
Trek Financial
Arizona
$859K -$11.9K -66 -2%
CWA
3091
Clearview Wealth Advisors
Oregon
$853K -$215K -1,192 -22%
S
3092
Sachetta
Massachusetts
$852K – – –
NVIM
3093
New Vernon Investment Management
Illinois
$852K – – –
WPW
3094
Watershed Private Wealth
Illinois
$851K -$22.4K -124 -3%
UH
3095
Unigestion Holding
Switzerland
$847K +$763K +4,229 New
SIM
3096
SSI Investment Management
California
$845K -$8.48K -47 -1%
RHDIC
3097
R.H. Dinel Investment Counsel
California
$845K – – –
SC
3098
Summa Corp
Texas
$841K -$127K -704 -14%
SRSA
3099
S.R. Schill & Associates
Washington
$840K +$1.26K +7 +0.2%
OWA
3100
Opal Wealth Advisors
New York
$839K -$284K -1,574 -27%
122 123
124
125 126