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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3151
WealthTrust Asset Management
Florida
$841K +$43.6K +207 +5%
VF
3152
Virtu Financial
New York
$841K -$348K -1,650 -29%
HG
3153
Harbor Group
New Hampshire
$841K – – –
RIM
3154
Redwood Investment Management
Arizona
$837K +$428K +2,030 +105%
MJRIC
3155
Mogy Joel R Investment Counsel
California
$836K -$105K -500 -11%
IIM
3156
Ironwood Investment Management
Massachusetts
$834K – – –
TSS
3157
Thomas Story & Son
Indiana
$831K – – –
LL
3158
LWMG LLC
Minnesota
$831K -$9.48K -45 -1%
SW
3159
SMART Wealth
Nebraska
$830K +$524K +2,486 +171%
DAM
3160
Doheny Asset Management
California
$828K -$206K -979 -20%
NP
3161
Ninepoint Partners
Ontario, Canada
$826K +$720K +3,420 +685%
ACA
3162
Affinity Capital Advisors
California
$826K -$80.7K -383 -9%
AOI
3163
Auto-Owners Insurance
Michigan
$826K – – –
CIA
3164
Cape Investment Advisory
Georgia
$825K +$10.1K +48 +1%
VF
3165
Vawter Financial
Ohio
$822K +$73.7K +350 +10%
LA
3166
Lifeworks Advisors
Michigan
$821K +$24.6K +117 +3%
CWA
3167
Clearview Wealth Advisors
Oregon
$820K -$39.8K -189 -5%
EIM
3168
Essex Investment Management
Massachusetts
$819K -$5.48K -26 -0.7%
GWM
3169
Gibbs Wealth Management
Georgia
$819K -$45.5K -216 -5%
EI
3170
Ecofi Investissements
France
$819K -$10.5K -50 -1%
BFWM
3171
Bright Futures Wealth Management
New York
$816K +$11K +52 +1%
TFGT
3172
TS Financial Group (TSFG)
Illinois
$816K -$6.53K -31 -0.8%
WWM
3173
Whalen Wealth Management
Nevada
$815K -$32.9K -156 -4%
AMCA
3174
Arthur M. Cohen & Associates
Illinois
$814K – – –
HWM
3175
Howard Wealth Management
Connecticut
$813K +$3.37K +16 +0.4%
125 126
127
128 129