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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2076
Arcadia Investment Management
Michigan
$722K – – –
TFF
2077
The Family Firm
Maryland
$722K +$226K +2,049 +46%
PCP
2078
Proficio Capital Partners
Massachusetts
$719K +$45.5K +413 +7%
CIM
2079
Confluence Investment Management
Missouri
$718K -$98.1K -890 -12%
COI
2080
Capital One Investing
Virginia
$717K +$364K +3,298 +106%
HWMG
2081
Hurlow Wealth Management Group
Indiana
$715K – – –
LFG
2082
LifePlan Financial Group
Ohio
$715K – – –
VCM
2083
Vision Capital Management
Oregon
$715K – – –
JF
2084
JSF Financial
California
$715K +$31.8K +288 +5%
TC
2085
Truvestments Capital
Florida
$715K +$67.9K +616 +11%
FWM
2086
Fairhaven Wealth Management
Illinois
$715K +$116K +1,055 +20%
B
2087
Brightworth
Georgia
$714K -$158K -1,434 -18%
WMC
2088
Westwood Management Corporation
Illinois
$711K – – –
VC
2089
Vicus Capital
Pennsylvania
$711K +$24.6K +223 +4%
TCPWM
2090
Traverso Chambers Private Wealth Management
California
$710K -$19.8K -180 -3%
CWM
2091
Cordatus Wealth Management
Pennsylvania
$710K +$24.9K +226 +4%
ADBIC
2092
A.D. Beadell Investment Counsel
Wisconsin
$707K -$49.6K -450 -7%
MKC
2093
M. Kraus & Co
Vermont
$705K +$62.7K +569 +10%
B
2094
Bellecapital
Switzerland
$702K -$24.3K -220 -3%
PL
2095
Plancorp LLC
Missouri
$700K -$33.3K -302 -5%
SIM
2096
Sonora Investment Management
Arizona
$700K +$89.1K +808 +15%
OAM
2097
Occidental Asset Management
California
$700K +$399K +3,622 +137%
NS
2098
NewDay Solutions
New Hampshire
$698K +$677K +6,142 New
TP
2099
Tranquility Partners
Tennessee
$695K +$685K +6,215 New
CCC
2100
Chelsea Counsel Company
California
$692K – – –
82 83
84
85 86