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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3451
HC Advisors
Georgia
$544K +$1.26K +6 +0.2%
GSIS
3452
Global Strategic Investment Solutions
Arizona
$544K +$43.8K +208 +9%
MAM
3453
Marotta Asset Management
Virginia
$544K -$4.84K -23 -0.9%
IIA
3454
ICW Investment Advisors
Arizona
$543K +$211 +1 +0%
HC
3455
Hamilton Capital
Ohio
$542K +$632 +3 +0.1%
PCMM
3456
Piedmont Capital Management (Montana)
Montana
$540K -$47.6K -226 -9%
BBPWM
3457
Blue Bell Private Wealth Management
Pennsylvania
$539K -$81.7K -388 -13%
PHWM
3458
Pine Harbor Wealth Management
Maryland
$538K +$1.47K +7 +0.3%
FPIS
3459
Financial Planning & Information Services
Wisconsin
$537K +$192K +913 +56%
FF
3460
Francis Financial
$537K +$21.7K +103 +4%
PI
3461
Parkside Investments
Illinois
$535K -$85.5K -406 -14%
JGIA
3462
Jackson Grant Investment Advisers
Connecticut
$534K +$1.9K +9 +0.4%
AFIA
3463
America First Investment Advisors
Nebraska
$533K – – –
CL
3464
COWA LLC
Oklahoma
$533K – – –
HFS
3465
Heritage Financial Services
Massachusetts
$533K +$5.05K +24 +1%
BWM
3466
Brown Wealth Management
Illinois
$533K -$24K -114 -4%
TIA
3467
Tandem Investment Advisors
South Carolina
$533K +$38.3K +182 +8%
AC
3468
Allstate Corporation
Illinois
$531K -$1.43M -6,806 -73%
LIA
3469
Lynx Investment Advisory
District of Columbia
$530K +$4.21K +20 +0.8%
FA
3470
FSA Advisors
Michigan
$530K -$37.3K -177 -7%
CTC
3471
Corundum Trust Company
South Dakota
$530K – – –
HFA
3472
Harbert Fund Advisors
Alabama
$527K -$26.3K -125 -5%
NWA
3473
Navis Wealth Advisors
New York
$526K +$421 +2 +0.1%
BAMG
3474
Brand Asset Management Group
Missouri
$526K +$35.8K +170 +7%
AL
3475
Arnhold LLC
New York
$525K – – –
137 138
139
140 141