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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1401
TCV Trust & Wealth Management
Virginia
$1.01M – – –
NFC
1402
Northeast Financial Consultants
Connecticut
$1.01M -$47.5K -728 -5%
SCA
1403
Sippican Capital Advisors
Massachusetts
$1.01M -$3.26K -50 -0.3%
TCM
1404
Traynor Capital Management
Pennsylvania
$1.01M -$56.9K -872 -6%
DAM
1405
Delta Asset Management
Tennessee
$1M -$7.5K -115 -0.8%
AIM
1406
Aspen Investment Management
Michigan
$1M -$4.89K -75 -0.5%
JFA
1407
JNBA Financial Advisors
Minnesota
$1M +$239K +3,664 +32%
S
1408
SignatureFD
Georgia
$1M +$336K +5,148 +52%
EHC
1409
Everett Harris & Co
California
$1M -$6.52K -100 -0.7%
LDB
1410
Lee, Danner & Bass
Tennessee
$1M +$32.6K +500 +3%
B
1411
BancorpSouth
Mississippi
$1M -$28.7K -440 -3%
SOAMC
1412
Spirit of America Management Corp
New York
$997K – – –
CIA
1413
Capital Impact Advisors
Massachusetts
$994K – – –
SJIM
1414
St. Johns Investment Management
Florida
$989K +$24.9K +382 +3%
HCM
1415
Howland Capital Management
Massachusetts
$985K +$65.7K +1,008 +7%
CT
1416
Coastline Trust
Rhode Island
$983K +$368K +5,640 +62%
AEPG
1417
American Economic Planning Group
New Jersey
$978K +$782 +12 +0.1%
MBT
1418
Montecito Bank & Trust
California
$972K +$92.1K +1,412 +11%
NIMI
1419
Natixis Investment Managers International
France
$969K +$225K +3,455 +31%
HFA
1420
High Falls Advisors
New York
$951K +$404K +6,201 +77%
PFM
1421
Phillips Financial Management
Indiana
$950K -$5.67K -87 -0.6%
SCM
1422
Southport Capital Management
Tennessee
$943K -$82.2K -1,260 -8%
IR
1423
IAT Reinsurance
New York
$943K +$554K +8,500 +150%
CCT
1424
Country Club Trust
Missouri
$942K +$62.4K +957 +7%
ACN
1425
Advisor Consultant Network
Ohio
$942K +$922K +14,145 New
55 56
57
58 59