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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3101
Redwood Investment Management
Arizona
$1.22M +$262K +1,123 +28%
TA
3102
TrueWealth Advisors
Alabama
$1.22M -$320K -1,373 -21%
FB
3103
First Bancorp
Maine
$1.22M -$1.17K -5 -0.1%
TCM
3104
Tributary Capital Management
Nebraska
$1.22M -$47.7K -205 -4%
LRIA
3105
Leonard Rickey Investment Advisors
Washington
$1.22M +$3.49K +15 +0.3%
APW
3106
Aurora Private Wealth
New Jersey
$1.22M +$31.9K +137 +3%
PP
3107
Patron Partners
Texas
$1.22M +$112K +481 +10%
KW
3108
Keyvantage Wealth
Pennsylvania
$1.21M +$1.18M +5,063 New
KIG
3109
Kennedy Investment Group
New Jersey
$1.21M +$11.2K +48 +1%
SIG
3110
Spinnaker Investment Group
California
$1.21M +$35.4K +152 +3%
WH
3111
Willner & Heller
California
$1.21M +$5.36K +23 +0.5%
MHC
3112
May Hill Capital
Massachusetts
$1.21M +$1.17M +5,034 New
PA
3113
PFW Advisors
Georgia
$1.21M +$1.17M +5,031 New
GC
3114
Garde Capital
Washington
$1.21M +$327K +1,402 +39%
NED
3115
Nancy E. Dempze
$1.2M -$16.3K -70 -1%
HA
3116
Hofer & Associates
California
$1.2M -$76.9K -330 -6%
OLVIG
3117
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2M -$466 -2 -0%
SWM
3118
Shelton Wealth Management
Texas
$1.2M +$18.4K +79 +2%
GWP
3119
Gateway Wealth Partners
Wisconsin
$1.2M -$20.3K -87 -2%
USWIA
3120
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.2M +$200K +859 +21%
CAM
3121
Campion Asset Management
Virginia
$1.2M -$6.52K -28 -0.6%
GA
3122
Greenhaven Associates
New York
$1.2M – – –
JC
3123
JBF Capital
Colorado
$1.2M – – –
BAM
3124
Beaumont Asset Management
Texas
$1.2M -$27.9K -120 -2%
SPL
3125
Smart Portfolios LLC
Washington
$1.19M -$21K -90 -2%
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