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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2076
GenWealth Group
New Jersey
$492K – – –
MAM
2077
Mark Asset Management
New York
$492K – – –
SC
2078
SRB Corp
Massachusetts
$488K +$314K +2,866 +157%
RIS
2079
Retirement Income Solutions
Michigan
$485K +$77.7K +708 +18%
MCIA
2080
Mountain Capital Investment Advisors
Colorado
$484K +$65.3K +595 +15%
MWVC
2081
Morgens Waterfall Vintiadis & Co
New York
$477K -$548K -5,000 -52%
BRA
2082
Bender Robert & Associates
California
$477K -$1.65K -15 -0.3%
KJWM
2083
Kiley Juergens Wealth Management
Washington
$477K +$155K +1,417 +45%
CCM
2084
Cribstone Capital Management
Maine
$475K +$1.86K +17 +0.4%
EIA
2085
Edgemoor Investment Advisors
Maryland
$473K – – –
TCM
2086
Tuttle Capital Management
Connecticut
$473K +$498K +4,541 New
APSI
2087
Asset Planning Services Inc
Louisiana
$472K – – –
WAS
2088
Winch Advisory Services
Wisconsin
$470K -$3.45M -31,435 -87%
SIM
2089
Sterling Investment Management
Arizona
$470K +$25.4K +232 +5%
WWMSC
2090
Wagner Wealth Management (South Carolina)
South Carolina
$469K +$44.4K +405 +10%
SEIA
2091
Signature Estate & Investment Advisors
California
$468K +$103K +943 +27%
IUHSA
2092
Itau Unibanco Holding S.A.
Brazil
$467K -$1.33M -12,146 -73%
LI
2093
LVZ Inc
Michigan
$459K +$110 +1 +0%
PAA
2094
Peregrine Asset Advisers
Oregon
$457K -$11K -100 -2%
SWP
2095
Strategic Wealth Partners
Ohio
$456K +$46.6K +425 +11%
SIM
2096
Sonora Investment Management
Arizona
$455K -$504K -4,592 -51%
SQA
2097
Simon Quick Advisors
New Jersey
$454K -$138K -1,260 -22%
PCP
2098
Proficio Capital Partners
Massachusetts
$451K +$7.68K +70 +2%
AIS
2099
American Investment Services
Massachusetts
$450K – – –
DBRC
2100
D.B. Root & Company
Pennsylvania
$449K +$8.45K +77 +2%
82 83
84
85 86