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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3101
Holt Capital Partners
Texas
$280K – – –
JCM
3102
J2 Capital Management
Michigan
$280K +$3.22K +26 +1%
JGIA
3103
Jackson Grant Investment Advisers
Connecticut
$280K +$8.67K +70 +3%
MAP
3104
Milestone Advisory Partners
North Carolina
$279K -$25.8K -208 -8%
CC
3105
Codex Capital
New York
$279K – – –
W
3106
WealthOne
New York
$278K +$21.4K +173 +8%
PCMK
3107
Paragon Capital Management (Kansas)
Kansas
$277K +$3.22K +26 +1%
CCA
3108
Covey Capital Advisors
Georgia
$276K – – –
WP
3109
Wealthspan Partners
Iowa
$276K +$248 +2 +0.1%
I2I
3110
Insight 2811 Inc
Illinois
$276K +$38.7K +312 +15%
UCB
3111
United Community Bank
South Carolina
$276K +$30.4K +245 +11%
BRWM
3112
B. Riley Wealth Management
Tennessee
$275K -$19.8M -159,530 -78%
AMCA
3113
Arthur M. Cohen & Associates
Illinois
$274K – – –
WA
3114
Wealth Advisors
California
$274K – – –
AL
3115
Arnhold LLC
New York
$274K +$2.48K +20 +0.8%
TC
3116
Truvestments Capital
Florida
$273K +$6.07K +49 +2%
MIAS
3117
Mason Investment Advisory Services
Virginia
$273K -$953K -7,694 -76%
CC
3118
Capital Counsel
New York
$272K -$27.4K -221 -8%
MTIM
3119
Marathon Trading Investment Management
Pennsylvania
$272K -$23.4K -189 -7%
WA
3120
Wealthstream Advisors
New York
$272K +$15.4K +124 +5%
FA
3121
Fermata Advisors
California
$271K -$131K -1,059 -31%
PFA
3122
Pure Financial Advisors
California
$271K -$42.6K -344 -13%
CFP
3123
Curran Financial Partners
South Carolina
$271K +$1.36K +11 +0.5%
PPWM
3124
PFG Private Wealth Management
Florida
$271K +$180K +1,456 +153%
FPA
3125
First Pacific Advisors
California
$270K +$297K +2,400 New
123 124
125
126 127