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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
4551
Rainey & Randall Wealth Advisors
Florida
$352K +$303 +1 +0.1%
HA
4552
Hanover Advisors
South Carolina
$352K +$9.41K +31 +3%
TFS
4553
Targeted Financial Services
Florida
$351K +$303 +1 +0.1%
DKCM
4554
Davidson Kahn Capital Management
California
$351K -$71K -234 -16%
HSWM
4555
Hubbell Strickland Wealth Management
Louisiana
$350K +$910 +3 +0.3%
BIM
4556
Bullseye Investment Management
Ohio
$350K – – –
SPAS
4557
Spectrum Planning & Advisory Services
California
$350K +$36.7K +121 +11%
LOIP
4558
Live Oak Investment Partners
Texas
$349K -$67.1K -221 -16%
CCM
4559
Cutler Capital Management
Massachusetts
$349K – – –
FPW
4560
Flagship Private Wealth
Massachusetts
$349K -$23.1K -76 -6%
PCM
4561
Polymer Capital Management
New York
$349K -$189K -624 -34%
RWM
4562
Rialto Wealth Management
New York
$349K +$12.7K +42 +4%
SAM
4563
Satovsky Asset Management
New York
$349K +$1.82K +6 +0.5%
DF
4564
Daviman Financial
Indiana
$348K +$2.12K +7 +0.6%
QP
4565
Quartz Partners
New York
$348K -$41.3K -136 -10%
HHGA
4566
Halbert Hargrove Global Advisors
California
$348K – – –
GSWA
4567
Good Steward Wealth Advisors
Tennessee
$347K -$35.8K -118 -9%
SHIM
4568
Stone House Investment Management
Pennsylvania
$346K -$11.8K -39 -3%
UW
4569
Unique Wealth
Florida
$346K +$66.2K +218 +23%
KIC
4570
Keating Investment Counselors
Florida
$346K -$349K -1,150 -49%
CWMS
4571
Cannon Wealth Management Services
North Carolina
$346K +$7.59K +25 +2%
AWA
4572
Alaska Wealth Advisors
Alaska
$345K -$24.9K -82 -7%
PWM
4573
Parkshore Wealth Management
California
$345K +$1.52K +5 +0.4%
CTWM
4574
Cherry Tree Wealth Management
Minnesota
$345K -$509K -1,676 -59%
SA
4575
Sicart Associates
New York
$345K – – –
181 182
183
184 185