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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
2076
Westwood Management Corporation
Illinois
$749K – – –
VC
2077
Vicus Capital
Pennsylvania
$748K -$113 -1 -0%
TC
2078
Truvestments Capital
Florida
$746K -$7.13K -63 -1%
BCM
2079
Brown Capital Management
Maryland
$744K +$19.6K +173 +3%
LFG
2080
LifePlan Financial Group
Ohio
$740K -$12.7K -112 -2%
MIM
2081
Moseley Investment Management
Florida
$737K +$63.1K +558 +10%
SC
2082
Sepio Capital
Utah
$732K +$703K +6,217 New
NWS
2083
Newport Wealth Strategies
California
$731K -$84.7K -749 -11%
TP
2084
Tranquility Partners
Tennessee
$731K – – –
BIA
2085
BHK Investment Advisors
Alabama
$730K +$25.3K +224 +4%
HWMG
2086
Hurlow Wealth Management Group
Indiana
$726K – – –
RWM
2087
Raffa Wealth Management
District of Columbia
$725K +$697K +6,160 New
TCPWM
2088
Traverso Chambers Private Wealth Management
California
$724K -$10.1K -89 -1%
TVAMP
2089
Tennessee Valley Asset Management Partners
Tennessee
$719K -$3.73K -33 -0.5%
SIM
2090
Sadoff Investment Management
Wisconsin
$719K +$83.1K +735 +14%
SFM
2091
Systematic Financial Management
New Jersey
$716K -$2.71M -23,992 -80%
SBA
2092
Secrest Blakey & Associates
North Carolina
$716K +$9.05K +80 +1%
RHDIC
2093
R.H. Dinel Investment Counsel
California
$715K – – –
PIA
2094
Pinion Investment Advisors
Kansas
$714K +$50.9K +450 +8%
MCIA
2095
Mountain Capital Investment Advisors
Colorado
$713K -$183K -1,622 -21%
BIM
2096
Beach Investment Management
Pennsylvania
$708K -$1.22M -10,800 -64%
PAWC
2097
P.A.W. Capital
Connecticut
$706K – – –
ATPW
2098
Ashton Thomas Private Wealth
Arizona
$705K +$19.1K +169 +3%
GM
2099
GeoWealth Management
Illinois
$703K +$676K +5,974 New
WA
2100
Waverly Advisors
Alabama
$701K -$14.8K -131 -2%
82 83
84
85 86