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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1951
Soltis Investment Advisors
Utah
$1.2M +$263K +2,676 +27%
EWM
1952
EPG Wealth Management
Georgia
$1.19M +$94.3K +960 +8%
USAA
1953
United Services Automobile Association
Texas
$1.19M -$3.33M -33,944 -73%
MIAS
1954
Mason Investment Advisory Services
Virginia
$1.19M – – –
PWPS
1955
Pinnacle Wealth Planning Services
Ohio
$1.18M +$67.8K +690 +6%
MTIM
1956
Marathon Trading Investment Management
Pennsylvania
$1.18M +$1.2M +12,208 New
WI
1957
WrapManager Inc
California
$1.17M +$521K +5,305 +78%
WCM
1958
Washington Capital Management
Washington
$1.16M +$10.8K +110 +0.9%
AFC
1959
AFT Forsyth & Company
Florida
$1.16M -$98.2K -1,000 -8%
WIP
1960
Wellesley Investment Partners
Massachusetts
$1.16M -$62.8K -639 -5%
DFA
1961
Delta Financial Advisors
Louisiana
$1.16M +$587K +5,975 +98%
OIS
1962
Okabena Investment Services
Minnesota
$1.16M +$1.18M +12,041 New
VCM
1963
Versant Capital Management
Arizona
$1.16M -$42.7K -435 -3%
DI
1964
DAGCO Inc
Ohio
$1.16M -$53.7K -547 -4%
OWP
1965
Obermeyer Wealth Partners
Colorado
$1.15M -$89.3K -909 -7%
PIA
1966
Perennial Investment Advisors
California
$1.15M +$404K +4,111 +52%
CGA
1967
Crescent Grove Advisors
Illinois
$1.15M +$64.6K +658 +6%
CPIA
1968
Cornell Pochily Investment Advisors
New York
$1.15M +$25.5K +260 +2%
MA
1969
MCF Advisors
Kentucky
$1.15M +$78K +794 +7%
PFWA
1970
Paces Ferry Wealth Advisors
Georgia
$1.15M +$1.17M +11,917 New
BWP
1971
BSW Wealth Partners
Colorado
$1.14M +$16.8K +171 +1%
JIP
1972
Jaffetilchin Investment Partners
Florida
$1.14M -$216K -2,202 -16%
WA
1973
Wambolt & Associates
Colorado
$1.14M +$91.1K +928 +9%
SAM
1974
Secure Asset Management
Michigan
$1.14M +$252K +2,570 +28%
MCM
1975
Mainstay Capital Management
Michigan
$1.13M +$1.16M +11,774 New
77 78
79
80 81