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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
2076
Trust Company of Oklahoma
Oklahoma
$450K +$112K +1,109 +36%
SPI
2077
Santori & Peters Inc
Pennsylvania
$446K +$411K +4,057 New
JIP
2078
Jaffetilchin Investment Partners
Florida
$444K -$950K -9,381 -69%
CAM
2079
Claret Asset Management
Quebec, Canada
$443K +$420K +4,146 New
TG
2080
TLP Group
Illinois
$441K -$132K -1,299 -24%
MA
2081
Marshwinds Advisory
Georgia
$441K +$506 +5 +0.1%
HPC
2082
Hobart Private Capital
North Carolina
$440K +$417K +4,116 New
DWM
2083
Dakota Wealth Management
Florida
$440K +$417K +4,116 New
IT
2084
Independence Trust
Tennessee
$439K – – –
RIS
2085
Retirement Income Solutions
Michigan
$438K +$415K +4,096 New
NA
2086
Navellier & Associates
Nevada
$437K -$686K -6,776 -62%
MKC
2087
M. Kraus & Co
Vermont
$437K – – –
EA
2088
Elm Advisors
California
$436K -$6.08K -60 -1%
NEPPG
2089
New England Professional Planning Group
Rhode Island
$436K +$405K +4,003 New
CCM
2090
Carlson Capital Management
Minnesota
$435K – – –
BFG
2091
Bouchey Financial Group
New York
$435K +$412K +4,072 New
IIA
2092
IPG Investment Advisors
California
$434K -$273K -2,700 -40%
WA1
2093
Wimmer Associates 1
California
$434K -$40.5K -400 -9%
BI
2094
Ballast Inc
Kentucky
$434K +$411K +4,060 New
DCM
2095
Driehaus Capital Management
Illinois
$433K – – –
GAMC
2096
Garner Asset Management Corp
Texas
$433K +$203 +2 +0%
BCP
2097
Berkeley Capital Partners
Georgia
$432K -$48K -474 -11%
RG
2098
Rikoon Group
New Mexico
$431K -$135K -1,329 -25%
CA
2099
Crewe Advisors
Utah
$431K +$408K +4,029 New
MIH
2100
Meitav Investment House
Israel
$430K +$405K +4,000 New
82 83
84
85 86