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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1926
The Family Firm
Maryland
$389K +$63K +730 +21%
OIA
1927
OneDigital Investment Advisors
Kansas
$389K +$368K +4,265 New
CCM
1928
Carlson Capital Management
Minnesota
$387K +$12.6K +146 +4%
ORI
1929
Oak Ridge Investments
Illinois
$387K +$106K +1,227 +41%
CCM
1930
Cribstone Capital Management
Maine
$384K -$8.37K -97 -2%
MSE
1931
MUFG Securities EMEA
United Kingdom
$382K – – –
ACA
1932
Ackerman Capital Advisors
Texas
$381K +$360K +4,169 New
GG
1933
GenWealth Group
New Jersey
$381K +$361K +4,179 New
OMC
1934
Old Mission Capital
Illinois
$380K +$143K +1,662 +66%
EA
1935
Elm Advisors
California
$378K – – –
MA
1936
Marshwinds Advisory
Georgia
$376K +$431 +5 +0.1%
TAM
1937
Trillium Asset Management
Massachusetts
$375K +$21.8K +253 +7%
RG
1938
Rikoon Group
New Mexico
$373K -$12.2K -141 -3%
RSVP
1939
Ramsay Stattman Vela & Price
Colorado
$372K – – –
FC
1940
Financial Consulate
Maryland
$372K +$3.8K +44 +1%
CWM
1941
Concert Wealth Management
California
$370K -$2.01M -23,312 -85%
SIM
1942
Sadoff Investment Management
Wisconsin
$370K +$10.2K +118 +3%
GAMC
1943
Garner Asset Management Corp
Texas
$370K +$349K +4,046 New
CIP
1944
Capital Insight Partners
Arizona
$369K -$147K -1,698 -30%
VCM
1945
Versant Capital Management
Arizona
$367K +$26.7K +310 +8%
IT
1946
Independence Trust
Tennessee
$365K -$38.8K -450 -10%
SWK
1947
Stephen W. Kidder
$365K -$4.31K -50 -1%
HCM
1948
Harvey Capital Management
Florida
$365K – – –
MAM
1949
Morse Asset Management
Connecticut
$365K +$30.2K +350 +10%
ST
1950
Sabal Trust
Florida
$365K +$41.9K +486 +14%
76 77
78
79 80