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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
3401
SJS Investment Consulting
Ohio
$524K +$50.7K +281 +12%
BWP
3402
Bernardo Wealth Planning
Pennsylvania
$521K +$55K +305 +13%
VW
3403
Vance Wealth
California
$521K +$26.2K +145 +6%
SWM
3404
SFG Wealth Management
Maryland
$521K +$8.12K +45 +2%
CIM
3405
Contravisory Investment Management
Massachusetts
$521K -$10.3K -57 -2%
PCMM
3406
Piedmont Capital Management (Montana)
Montana
$521K -$92.9K -515 -16%
AIA
3407
AIMZ Investment Advisors
California
$519K – – –
SCI
3408
Silver Coast Investments
United States
$517K -$17.5K -97 -4%
CSIA
3409
Charles Schwab Investment Advisory
California
$517K +$14.4K +80 +3%
HFA
3410
Harbert Fund Advisors
Alabama
$516K -$916K -5,075 -66%
JSAM
3411
J. Safra Asset Management
New York
$515K +$50K +277 +12%
IIA
3412
ICW Investment Advisors
Arizona
$515K +$541 +3 +0.1%
SDH
3413
Sloy Dahl & Holst
Washington
$514K – – –
CFP
3414
Cascade Financial Partners
California
$512K +$505K +2,801 New
WH
3415
Whitcomb & Hess
Ohio
$511K -$542K -3,005 -54%
GA
3416
Greytown Advisors
Florida
$509K -$59.2K -328 -11%
GAA
3417
Guardian Asset Advisors
Pennsylvania
$509K +$129K +713 +39%
BCMLT
3418
Beacon Capital Management LLC (Tennessee)
Tennessee
$508K +$80.3K +445 +21%
IWM
3419
Integris Wealth Management
California
$507K -$44.4K -246 -9%
MF
3420
Montis Financial
Massachusetts
$507K +$902 +5 +0.2%
CL
3421
COWA LLC
Oklahoma
$507K -$67.8K -376 -13%
AFIA
3422
America First Investment Advisors
Nebraska
$507K – – –
SFG
3423
SNS Financial Group
Minnesota
$505K -$19.1K -106 -4%
MA
3424
MKT Advisors
California
$504K +$180 +1 +0%
GAM
3425
Garrison Asset Management
Arkansas
$503K -$9.02K -50 -2%
135 136
137
138 139