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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1501
AJ Wealth Strategies
New York
$2.52M +$447K +4,711 +21%
AAM
1502
Aureus Asset Management
Massachusetts
$2.51M +$125K +1,319 +5%
AWA
1503
Arete Wealth Advisors
Illinois
$2.5M +$137K +1,448 +6%
BCFS
1504
Butensky & Cohen Financial Security
Florida
$2.5M +$1.29M +13,606 +105%
RIM
1505
Reliant Investment Management
Tennessee
$2.5M -$205K -2,160 -8%
AC
1506
Arjuna Capital
North Carolina
$2.49M -$754K -7,945 -23%
PAS
1507
Partnervest Advisory Services
California
$2.48M +$122K +1,291 +5%
CAG
1508
Csenge Advisory Group
Florida
$2.48M +$756K +7,968 +43%
SIC
1509
Shoker Investment Counsel
Ohio
$2.47M -$99.2K -1,046 -4%
DTL
1510
Dynamic Technology Lab
Singapore
$2.47M +$2.49M +26,280 New
OPA
1511
Old Port Advisors
Maine
$2.47M -$26.9K -284 -1%
CLCM
1512
Crawford Lake Capital Management
New Jersey
$2.47M +$2.49M +26,267 New
BCWM
1513
Blue Chip Wealth Management
Florida
$2.46M +$151K +1,596 +6%
CAAS
1514
Capital Asset Advisory Services
Michigan
$2.46M +$143K +1,505 +7%
NF
1515
Nikulski Financial
Iowa
$2.46M +$206K +2,171 +9%
SSWM
1516
Sheets Smith Wealth Management
North Carolina
$2.46M -$569 -6 -0%
GWMIA
1517
Global Wealth Management Investment Advisory
Florida
$2.46M +$208K +2,193 +9%
WA
1518
WESPAC Advisors
California
$2.46M +$2.48M +26,105 New
WP
1519
WealthSource Partners
California
$2.45M -$563K -5,932 -19%
EML
1520
Eos Management LP
New York
$2.45M – – –
PFT
1521
Providence First Trust
Arizona
$2.44M +$2.46M +25,962 New
HCM
1522
Hudson Capital Management
New Jersey
$2.44M +$18.3K +193 +0.8%
TFS
1523
TrustCore Financial Services
Tennessee
$2.44M +$101K +1,063 +4%
CIAS
1524
Capital Investment Advisory Services
North Carolina
$2.43M +$231K +2,430 +10%
VCM
1525
Virtue Capital Management
Tennessee
$2.43M +$2.45M +25,799 New
59 60
61
62 63