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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1901
Woodard & Company Asset Management Group
North Carolina
$772K +$37.8K +345 +5%
LFG
1902
LifePlan Financial Group
Ohio
$770K -$6.03K -55 -0.7%
SXL
1903
Summit X LLC
Missouri
$770K +$15.8K +144 +2%
ACG
1904
Allen Capital Group
Nebraska
$768K +$253K +2,308 +46%
RIA
1905
Regal Investment Advisors
Michigan
$766K -$424K -3,867 -34%
PCM
1906
Pointe Capital Management
Michigan
$759K – – –
HAIM
1907
Hunter Associates Investment Management
Pennsylvania
$759K +$54.9K +500 +7%
FNBSF
1908
First National Bank Sioux Falls
South Dakota
$758K – – –
CAM
1909
CenterStar Asset Management
Illinois
$756K – – –
HKIM
1910
Hayek Kallen Investment Management
Alabama
$756K +$340K +3,099 +75%
TF
1911
TLWM Financial
Texas
$755K -$8.99K -82 -1%
WA
1912
Wealth Architects
California
$752K -$16.1K -147 -2%
BA
1913
BKS Advisors
Michigan
$752K -$9.54K -87 -1%
MC
1914
Marcus Capital
Illinois
$752K +$185K +1,690 +31%
ACM
1915
Ativo Capital Management
Illinois
$751K -$65.8K -600 -8%
WFI
1916
West Family Investments
California
$751K – – –
FA
1917
Fortis Advisors
Pennsylvania
$746K +$37.7K +344 +5%
SBWM
1918
Sunflower Bank Wealth Management
Arizona
$743K -$14.2K -129 -2%
CIM
1919
Contravisory Investment Management
Massachusetts
$741K +$709K +6,463 +1,000%
RW
1920
REDW Wealth
New Mexico
$738K +$36.4K +332 +5%
BB
1921
Bell Bank
North Dakota
$736K +$159K +1,449 +26%
EAM
1922
Evanson Asset Management
California
$735K +$1.1K +10 +0.1%
AF
1923
Affiance Financial
Minnesota
$735K +$16.5K +150 +2%
MC
1924
Miles Capital
Iowa
$733K -$6.47K -59 -0.8%
AMCA
1925
Arthur M. Cohen & Associates
Illinois
$732K +$48.3K +440 +7%
75 76
77
78 79