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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TEC
2076
Tiger Eye Capital
Tennessee
$922K – – –
DL
2077
DOHJ LLC
Washington
$920K -$476K -5,016 -34%
PWAP
2078
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$919K +$28.5K +300 +3%
GWCM
2079
Godshalk Welsh Capital Management
Pennsylvania
$916K +$187K +1,975 +25%
SIA
2080
Soltis Investment Advisors
Utah
$916K +$348K +3,666 +60%
PMFA
2081
Plante Moran Financial Advisors
Michigan
$911K -$179K -1,883 -16%
FPGK
2082
Financial Partners Group (Kansas)
Kansas
$910K +$539K +5,685 +142%
RCIM
2083
Red Cedar Investment Management
Michigan
$909K +$917K +9,664 New
CCB
2084
Cutter & Co Brokerage
Missouri
$908K +$136K +1,433 +17%
BI
2085
Ballast Inc
Kentucky
$907K +$56.1K +591 +7%
RHAM
2086
Round Hill Asset Management
California
$904K -$10.4K -110 -1%
TIA
2087
Trust Investment Advisors
Indiana
$901K +$909K +9,582 New
IF
2088
IRON Financial
Illinois
$898K -$118K -1,240 -11%
PC
2089
PhiloSmith Capital
Connecticut
$898K – – –
LWM
2090
Lionsbridge Wealth Management
Florida
$898K +$13.4K +141 +1%
NJBEST
2091
New Jersey Better Educational Savings Trust
New Jersey
$894K – – –
RSWM
2092
Robertson Stephens Wealth Management
California
$892K -$63.5K -669 -7%
CFG
2093
Cooper Financial Group
California
$892K +$30.6K +322 +4%
NEWAS
2094
N.E.W. Advisory Services
Wisconsin
$887K +$895K +9,430 New
FPCP
2095
Fort Point Capital Partners
California
$886K -$114K -1,206 -11%
W
2096
Wealthquest
Ohio
$886K +$894K +9,424 New
TCWM
2097
Total Clarity Wealth Management
Illinois
$885K +$15.5K +163 +2%
IAP
2098
Indie Asset Partners
Indiana
$881K +$283K +2,980 +52%
FNBTCON
2099
First National Bank & Trust Co of Newtown
Pennsylvania
$879K +$4.74K +50 +0.5%
AIL
2100
AGF Investments LLC
Ontario, Canada
$877K -$381K -4,012 -30%
82 83
84
85 86