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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2101
CMH Wealth Management
New Hampshire
$211K +$198K +2,300 New
IWA
2102
Inspirion Wealth Advisors
Illinois
$210K -$10.8K -125 -5%
VIMU
2103
Veritas Investment Management (UK)
United Kingdom
$210K – – –
MAA
2104
Mraz Amerine & Associates
California
$209K +$197K +2,284 New
SAM
2105
Summit Asset Management
Tennessee
$208K +$196K +2,275 New
GWM
2106
GSB Wealth Management
Connecticut
$205K +$194K +2,246 New
LCM
2107
Lucas Capital Management
New Jersey
$204K -$26.5K -307 -12%
BHTS
2108
Bar Harbor Trust Services
Maine
$204K +$193K +2,231 New
HH
2109
HWG Holdings
Texas
$203K -$714K -8,277 -79%
PLFAM
2110
Pineno Levin & Ford Asset Management
Virginia
$203K +$192K +2,226 New
AOWM
2111
Alpha Omega Wealth Management
Virginia
$202K – – –
MPM
2112
Meritage Portfolio Management
Kansas
$202K +$190K +2,207 New
LIM
2113
Lathrop Investment Management
Arkansas
$201K +$190K +2,199 New
RPG
2114
Risk Paradigm Group
Texas
$198K +$125K +1,449 +201%
SC
2115
SRB Corp
Massachusetts
$195K +$13.2K +153 +8%
TDC
2116
Thompson Davis & Co
Virginia
$194K -$507K -5,878 -73%
RHJA
2117
Rice Hall James & Associates
California
$188K +$178K +2,058 New
AF
2118
Allworth Financial
California
$187K +$44.4K +515 +34%
TCCM
2119
Timber Creek Capital Management
Massachusetts
$184K – – –
TCM
2120
Tanaka Capital Management
New York
$182K +$22.8K +264 +15%
TIM
2121
Tortoise Investment Management
New York
$179K +$63.1K +731 +60%
CAL
2122
Capital Advisors Ltd
Ohio
$177K +$57.8K +670 +53%
MWM
2123
MinichMacGregor Wealth Management
New York
$173K +$17.3K +200 +12%
SEIA
2124
Signature Estate & Investment Advisors
California
$169K -$68.8K -797 -30%
LWM
2125
Lenox Wealth Management
Ohio
$168K +$158K +1,833 New
83 84
85
86 87