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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1901
CWA Asset Management Group
Florida
$431K +$190K +2,201 +88%
RVPG
1902
Relative Value Partners Group
$430K -$95.6K -1,108 -19%
MCM
1903
MV Capital Management
Maryland
$428K +$37K +429 +10%
PCA
1904
Private Capital Advisors
Connecticut
$423K +$43.1K +500 +12%
WDA
1905
Wendell David Associates
New Hampshire
$422K +$20.1K +233 +5%
UWPG
1906
Ullmann Wealth Partners Group
Florida
$420K +$252K +2,917 +173%
HPWM
1907
Highland Private Wealth Management
Washington
$419K -$173 -2 -0%
APSI
1908
Asset Planning Services Inc
Louisiana
$414K – – –
STMM
1909
South Texas Money Management
Texas
$411K -$863 -10 -0.2%
PRHC
1910
P.R. Herzig & Co
New York
$409K – – –
WA1
1911
Wimmer Associates 1
California
$408K – – –
PCP
1912
Proficio Capital Partners
Massachusetts
$403K +$23.6K +274 +7%
SFS
1913
Summit Financial Strategies
Ohio
$402K +$41.3K +479 +12%
GEM
1914
Global Endowment Management
North Carolina
$400K – – –
JIP
1915
Jaffetilchin Investment Partners
Florida
$399K -$768K -8,905 -67%
MMA
1916
Miracle Mile Advisors
California
$399K +$44.6K +517 +13%
EBSAM
1917
Eubel Brady & Suttman Asset Management
Ohio
$396K -$11.6K -134 -3%
DE
1918
Day & Ennis
Georgia
$396K -$6.04K -70 -2%
BWA
1919
Burt Wealth Advisors
Maryland
$396K – – –
PHAM
1920
Palisades Hudson Asset Management
Florida
$396K – – –
MKC
1921
M. Kraus & Co
Vermont
$396K +$173 +2 +0%
FPF
1922
FNY Partners Fund
New York
$393K +$204K +2,369 +123%
BC
1923
Blueport Capital
Texas
$392K +$4.92K +57 +1%
DDC
1924
DF Dent & Co
Maryland
$391K -$56K -649 -13%
CC
1925
Cornerstone Capital
California
$390K – – –
75 76
77
78 79