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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
3176
Blue Bell Private Wealth Management
Pennsylvania
$304K – – –
LRIC
3177
Long Road Investment Counsel
Michigan
$304K +$329K +2,232 New
GCL
3178
Gouws Capital LLC
North Carolina
$303K -$44.3K -300 -12%
DAM
3179
Deltec Asset Management
New York
$303K – – –
FAN
3180
Financial Advisors Network
California
$302K +$13.3K +90 +4%
UCB
3181
United Community Bank
South Carolina
$300K -$28.8K -195 -8%
MF
3182
Manchester Financial
California
$298K -$13.3K -90 -4%
CFC
3183
Coyle Financial Counsel
Illinois
$298K +$1.33K +9 +0.4%
ESCM
3184
Echo Street Capital Management
New York
$297K -$406K -2,748 -56%
HNWA
3185
Henrickson Nauta Wealth Advisors
Michigan
$297K – – –
WFA
3186
Websterrogers Financial Advisors
South Carolina
$297K +$14.5K +98 +5%
DP
3187
Denver PWM
Colorado
$297K +$81K +549 +33%
WAOI
3188
Wealth Advisors of Iowa
Iowa
$295K +$320K +2,167 New
AFG
3189
Affinia Financial Group
Massachusetts
$294K -$10.6K -72 -3%
HCM
3190
Howard Capital Management
Georgia
$294K +$72.3K +490 +29%
ECAM
3191
East Coast Asset Management
Massachusetts
$292K – – –
I2I
3192
Insight 2811 Inc
Illinois
$292K +$7.38K +50 +2%
MWA
3193
Motive Wealth Advisors
Michigan
$292K +$39.3K +266 +14%
SNBOSCI
3194
Security National Bank of Sioux City Iowa
Iowa
$291K -$221K -1,500 -41%
PCMM
3195
Piedmont Capital Management (Montana)
Montana
$288K -$105K -711 -25%
AFIA
3196
America First Investment Advisors
Nebraska
$286K – – –
CFG
3197
Compton Financial Group
Maryland
$286K – – –
FC
3198
FCA Corp
Texas
$286K – – –
TWM
3199
Triton Wealth Management
Arizona
$286K – – –
RJTCONH
3200
Raymond James Trust Company of New Hampshire
New Hampshire
$286K +$309K +2,096 New
126 127
128
129 130