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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1901
Ethic Inc
New York
$2.72M +$182K +1,106 +7%
SCM
1902
Spreng Capital Management
Ohio
$2.72M -$82.3K -501 -3%
BFA
1903
Benedict Financial Advisors
Georgia
$2.72M +$9.2K +56 +0.3%
EL
1904
EMFO LLC
Florida
$2.71M – – –
HCM
1905
Hodges Capital Management
Texas
$2.71M -$37.3K -227 -1%
WAM
1906
WealthTrust Asset Management
Florida
$2.71M +$68K +414 +2%
GKFF
1907
George Kaiser Family Foundation
Oklahoma
$2.69M – – –
PPW
1908
Pinnacle Private Wealth
Massachusetts
$2.68M +$2.78M +16,935 New
SDWIA
1909
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.68M +$258K +1,571 +10%
OIA
1910
Optimum Investment Advisors
Illinois
$2.67M +$16.9K +103 +0.6%
TLCM
1911
Twin Lakes Capital Management
California
$2.66M +$7.39K +45 +0.3%
AWM
1912
Aries Wealth Management
Maine
$2.66M -$26.4K -161 -0.9%
WA
1913
WESPAC Advisors
California
$2.66M -$432K -2,629 -14%
MCA
1914
Magnolia Capital Advisors
Mississippi
$2.64M -$203K -1,235 -7%
GIM
1915
Guardian Investment Management
California
$2.64M – – –
WPW
1916
Warther Private Wealth
Ohio
$2.63M +$206K +1,256 +8%
FANJ
1917
Financial Architects (New Jersey)
New Jersey
$2.62M +$43.5K +265 +2%
RA
1918
Rational Advisors
New York
$2.62M +$619K +3,769 +29%
CFA
1919
Compass Financial Advisors
Indiana
$2.62M +$2.72M +16,547 New
FAM
1920
Fulcrum Asset Management
United Kingdom
$2.62M – – –
MCM
1921
Manchester Capital Management
Vermont
$2.61M -$1.18M -7,185 -30%
IFWM
1922
Institute for Wealth Management
Colorado
$2.6M -$6.73K -41 -0.2%
KF
1923
Krilogy Financial
Missouri
$2.6M -$10.2K -62 -0.4%
FMB
1924
Field & Main Bank
Kentucky
$2.6M +$14.8K +90 +0.6%
PWA
1925
Providence Wealth Advisors
Illinois
$2.6M -$8.21K -50 -0.3%
75 76
77
78 79