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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1951
Berman Capital Advisors
Georgia
$1.21M +$102K +1,079 +9%
ICM
1952
IMS Capital Management
Oregon
$1.2M -$145K -1,531 -11%
SWM
1953
Sculati Wealth Management
Michigan
$1.2M -$2.94K -31 -0.2%
WIP
1954
Wellesley Investment Partners
Massachusetts
$1.19M -$15.8K -166 -1%
SCG
1955
Sonata Capital Group
Washington
$1.19M -$23.7K -250 -2%
STA
1956
Summit Trail Advisors
New York
$1.19M -$3.51K -37 -0.3%
LF
1957
LifeSteps Financial
California
$1.19M +$153K +1,616 +15%
AFAS
1958
Acorn Financial Advisory Services
Virginia
$1.19M +$951K +10,024 +387%
DI
1959
DFPG Investments
Utah
$1.18M -$166K -1,750 -12%
BWM
1960
BerganKDV Wealth Management
Minnesota
$1.18M +$32K +337 +3%
DI
1961
DAGCO Inc
Ohio
$1.18M +$3.04K +32 +0.3%
HAC
1962
Harbor Advisory Corp
New Hampshire
$1.18M -$42.7K -450 -3%
EM
1963
ELCO Management
New York
$1.18M -$759 -8 -0.1%
VCM
1964
Versant Capital Management
Arizona
$1.17M -$23.8K -251 -2%
SMFS
1965
Squar Milner Financial Services
California
$1.17M +$302K +3,182 +34%
CAMG
1966
CWA Asset Management Group
Florida
$1.17M -$151K -1,595 -11%
BSA
1967
Bull Street Advisors
Georgia
$1.17M +$63.1K +665 +6%
THWM
1968
Taylor Hoffman Wealth Management
Virginia
$1.17M +$268K +2,822 +29%
AWM
1969
Aprio Wealth Management
Georgia
$1.16M -$37.5K -395 -3%
SJIM
1970
St. Johns Investment Management
Florida
$1.16M +$57K +601 +5%
NHC
1971
Nicholas Hoffman & Company
Georgia
$1.16M +$199K +2,100 +20%
MIAS
1972
Mason Investment Advisory Services
Virginia
$1.16M +$300K +3,161 +34%
MPPLM
1973
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.16M +$65.6K +691 +6%
TP
1974
Tranquility Partners
Tennessee
$1.16M +$181K +1,906 +18%
SIA
1975
Starfire Investment Advisers
Michigan
$1.16M +$206K +2,174 +21%
77 78
79
80 81