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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1501
Strategic Wealth Partners
Ohio
$2.16M – – –
WOC
1502
West Oak Capital
California
$2.16M +$135K +1,108 +5%
GWMIA
1503
Global Wealth Management Investment Advisory
Florida
$2.15M +$818K +6,735 +39%
HDIM
1504
Hanson & Doremus Investment Management
Vermont
$2.14M +$566K +4,659 +24%
TPA
1505
Trivium Point Advisory
Connecticut
$2.13M -$129K -1,064 -4%
JFA
1506
Johanson Financial Advisors
California
$2.13M +$73.7K +607 +3%
SCI
1507
S&CO Inc
Massachusetts
$2.13M – – –
VVP
1508
Venture Visionary Partners
Ohio
$2.13M +$547K +4,502 +23%
APG
1509
Abacus Planning Group
South Carolina
$2.12M -$238K -1,958 -8%
CCT
1510
Country Club Trust
Missouri
$2.12M -$13.8K -114 -0.5%
PIG
1511
Pantheon Investment Group
California
$2.12M +$236K +1,940 +9%
PHS
1512
Pekin Hardy Strauss
Illinois
$2.12M -$26.1K -215 -0.9%
S
1513
Surevest
California
$2.12M +$2.55M +20,988 +837%
RFN
1514
RDA Financial Network
Iowa
$2.11M -$34.1K -281 -1%
SHA
1515
Seneca House Advisors
Virginia
$2.11M +$19.3K +159 +0.7%
FC
1516
Fusion Capital
South Carolina
$2.11M +$59.5K +490 +2%
CIAS
1517
Capital Investment Advisory Services
North Carolina
$2.11M +$1.55M +12,760 +119%
9WM
1518
9258 Wealth Management
Ohio
$2.11M +$144K +1,182 +6%
WWM
1519
Western Wealth Management
Colorado
$2.1M +$281K +2,309 +11%
FC
1520
Forte Capital
New York
$2.09M +$428K +3,524 +18%
NPA
1521
Nichols & Pratt Advisers
Massachusetts
$2.09M +$88.1K +725 +3%
CSC
1522
Cove Street Capital
California
$2.08M -$2.47M -20,297 -47%
RCA
1523
Resonant Capital Advisors
Wisconsin
$2.08M +$342K +2,819 +14%
DMK
1524
David M. Knott
$2.08M – – –
CFGS
1525
Concourse Financial Group Securities
Alabama
$2.08M +$182K +1,497 +7%
59 60
61
62 63