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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2101
Inspirion Wealth Advisors
Illinois
$212K -$6.64K -72 -3%
MPM
2102
Meritage Portfolio Management
Kansas
$211K – – –
HS
2103
Huntington Steele
Pennsylvania
$210K -$13.3K -144 -6%
LIM
2104
Lathrop Investment Management
Arkansas
$210K – – –
OCM
2105
Orleans Capital Management
Louisiana
$210K +$203K +2,201 New
LC
2106
Landaas & Company
Wisconsin
$207K +$200K +2,168 New
SHWM
2107
Smith & Howard Wealth Management
Georgia
$206K +$199K +2,160 New
B
2108
Bellecapital
Switzerland
$205K -$315K -3,417 -61%
AF
2109
Allworth Financial
California
$205K +$8.48K +92 +4%
LCM
2110
Lucas Capital Management
New Jersey
$204K -$8.58K -93 -4%
SAA
2111
Southeast Asset Advisors
Georgia
$204K +$197K +2,133 New
CWM
2112
CMH Wealth Management
New Hampshire
$203K -$18.4K -200 -9%
HCP
2113
Holt Capital Partners
Texas
$202K +$196K +2,120 New
MAA
2114
Mraz Amerine & Associates
California
$200K -$17.5K -190 -8%
TFA
2115
Toth Financial Advisory
Virginia
$200K +$193K +2,094 New
RHJA
2116
Rice Hall James & Associates
California
$197K – – –
LWM
2117
Lenox Wealth Management
Ohio
$195K +$20.2K +219 +12%
MUS
2118
Mitsubishi UFJ Securities
Japan
$193K +$31.4K +340 +20%
TCCM
2119
Timber Creek Capital Management
Massachusetts
$192K – – –
AIS
2120
Accurate Investment Solutions
Pennsylvania
$192K +$56K +607 +43%
TCM
2121
Tanaka Capital Management
New York
$190K – – –
NIC
2122
Northwest Investment Counselors
Oregon
$189K +$16.2K +176 +10%
SC
2123
SRB Corp
Massachusetts
$186K -$17.6K -191 -9%
CAL
2124
Capital Advisors Ltd
Ohio
$185K – – –
SEIA
2125
Signature Estate & Investment Advisors
California
$174K -$2.86K -31 -2%
83 84
85
86 87