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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
3576
Ring Mountain Capital
California
$698K +$678K +2,912 New
CAM
3577
Claret Asset Management
Quebec, Canada
$698K -$40.5K -174 -6%
DSAM
3578
Dock Street Asset Management
Florida
$698K – – –
FFL
3579
Financial Freedom LLC
Ohio
$697K +$1.4K +6 +0.2%
IWM
3580
Integris Wealth Management
California
$696K +$53.6K +230 +9%
SHF
3581
Safe Harbor Fiduciary
Florida
$695K -$12.3K -53 -2%
ICM
3582
Islay Capital Management
Texas
$695K +$13.5K +58 +2%
IDA
3583
Intelligence Driven Advisers
California
$694K +$14.7K +63 +2%
SP
3584
Successful Portfolios
Florida
$694K -$8.38K -36 -1%
LWM
3585
Laidlaw Wealth Management
New York
$693K -$31.7K -136 -4%
CA
3586
CapWealth Advisors
Tennessee
$693K +$5.59K +24 +0.8%
VW
3587
Vance Wealth
California
$693K +$58.5K +251 +10%
AIA
3588
Arbor Investment Advisors
North Carolina
$692K -$7.45K -32 -1%
HCP
3589
Hamilton Capital Partners
Georgia
$691K +$671K +2,881 New
MMHP
3590
Murphy Middleton Hinkle & Parker
Georgia
$691K +$10.2K +44 +2%
GSIS
3591
Global Strategic Investment Solutions
Arizona
$691K +$70.3K +302 +12%
IFA
3592
Index Fund Advisors
California
$690K +$22.4K +96 +3%
LBC
3593
Leigh Baldwin & Co
New York
$690K +$670K +2,877 New
SL
3594
Salomon & Ludwin
Virginia
$688K -$158K -677 -19%
BBA
3595
Braun-Bostich & Associates
Pennsylvania
$688K -$153K -659 -19%
AWA
3596
Aletheian Wealth Advisors
Washington
$688K +$40.1K +172 +6%
CCA
3597
Coign Capital Advisors
Utah
$688K +$668K +2,869 New
RSWA
3598
Robinson Smith Wealth Advisors
Maine
$687K -$34.5K -148 -5%
CRIG
3599
Charter Research & Investment Group
Connecticut
$687K -$25.6K -110 -4%
HIM
3600
Hanlon Investment Management
New Jersey
$687K +$31K +133 +5%
142 143
144
145 146