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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1701
Signature Financial Management
Virginia
$1.52M -$115K -1,076 -6%
FFG
1702
Fortem Financial Group
California
$1.52M +$1.66M +15,544 New
GCM
1703
Galibier Capital Management
Ontario, Canada
$1.52M +$1.66M +15,535 New
CWM
1704
Cornerstone Wealth Management
Missouri
$1.51M +$1.65M +15,443 New
ZB
1705
Zions Bancorporation
Utah
$1.5M -$727K -6,827 -31%
KS
1706
Karpas Strategies
Connecticut
$1.5M +$2.24K +21 +0.1%
BMC
1707
Benin Management Corp
Connecticut
$1.5M +$63.9K +600 +4%
HIC
1708
Hartline Investment Corp
Illinois
$1.5M -$143K -1,340 -8%
RMCM
1709
Reynders McVeigh Capital Management
Massachusetts
$1.5M +$201K +1,885 +14%
CPIA
1710
Cornell Pochily Investment Advisors
New York
$1.5M +$380K +3,569 +30%
ODG
1711
O'Dell Group
Ohio
$1.49M -$330K -3,101 -17%
CA
1712
Calton & Associates
Florida
$1.49M -$174K -1,634 -10%
HFP
1713
Holistic Financial Partners
Indiana
$1.49M -$30.7K -288 -2%
WA
1714
WBH Advisory
Maryland
$1.49M +$85.9K +806 +6%
SC
1715
Saturna Capital
Washington
$1.48M -$148K -1,387 -8%
KCPG
1716
Kavar Capital Partners Group
Kansas
$1.48M -$26.7K -251 -2%
AIC
1717
Archer Investment Corporation
Indiana
$1.48M +$1.61M +15,109 New
TFS
1718
TrustCore Financial Services
Tennessee
$1.47M +$12K +113 +0.8%
LCM
1719
Liberty Capital Management
Michigan
$1.47M -$9.91K -93 -0.6%
WWM
1720
Windsor Wealth Management
Indiana
$1.47M +$38.4K +360 +2%
ACG
1721
Allen Capital Group
Nebraska
$1.47M +$620K +5,820 +71%
MSA
1722
Marino Stram & Associates
Massachusetts
$1.47M +$4.05K +38 +0.3%
WIM
1723
Weitz Investment Management
Nebraska
$1.46M +$266K +2,500 +20%
CWM
1724
Confluence Wealth Management
Oregon
$1.46M -$37.2K -349 -2%
SMC
1725
Smith, Moore & Co
Missouri
$1.46M -$13K -122 -0.8%
67 68
69
70 71