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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1751
Integrated Wealth Counsel
California
$290K +$23.5K +361 +9%
CCA
1752
Conestoga Capital Advisors
Pennsylvania
$289K – – –
AWE
1753
Avidian Wealth Enterprises
Texas
$289K +$283K +4,338 New
HAIM
1754
Hunter Associates Investment Management
Pennsylvania
$288K +$8.8K +135 +3%
SIM
1755
Sadoff Investment Management
Wisconsin
$287K -$23.7K -364 -8%
ORI
1756
Oak Ridge Investments
Illinois
$282K +$326 +5 +0.1%
FAM
1757
Formidable Asset Management
Ohio
$282K +$11.9K +182 +4%
VWM
1758
Vector Wealth Management
Minnesota
$280K -$9.65K -148 -3%
WCF
1759
West Coast Financial
California
$280K +$15.8K +243 +6%
CCM
1760
Cribstone Capital Management
Maine
$277K -$16.8K -257 -6%
RWM
1761
Rench Wealth Management
Texas
$277K +$652 +10 +0.2%
BWA
1762
Burt Wealth Advisors
Maryland
$276K +$65 +1 +0%
SWK
1763
Stephen W. Kidder
$275K -$52.2K -800 -16%
IIM
1764
Ironwood Investment Management
Massachusetts
$274K – – –
HIC
1765
Hartline Investment Corp
Illinois
$273K -$652 -10 -0.2%
NED
1766
Nancy E. Dempze
$273K – – –
SCA
1767
Salient Capital Advisors
Texas
$273K +$267K +4,093 New
DE
1768
Day & Ennis
Georgia
$272K +$19.3K +296 +8%
TCM
1769
Towercrest Capital Management
Pennsylvania
$271K – – –
PSC
1770
Prentiss Smith & Co
Vermont
$269K – – –
LCM
1771
LVM Capital Management
Michigan
$269K +$305K +4,675 New
HI
1772
Horizon Investments
North Carolina
$268K +$262K +4,022 New
ACM
1773
Alta Capital Management
Utah
$267K -$4.89K -75 -2%
SNBOSD
1774
Security National Bank of So Dak
Iowa
$267K – – –
EA
1775
Elm Advisors
California
$267K +$1.3K +20 +0.5%
69 70
71
72 73