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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
2101
M. Kraus & Co
Vermont
$450K – – –
EBSAM
2102
Eubel Brady & Suttman Asset Management
Ohio
$449K -$14.9K -132 -3%
BI
2103
Ballast Inc
Kentucky
$446K – – –
SPI
2104
Santori & Peters Inc
Pennsylvania
$446K – – –
WA1
2105
Wimmer Associates 1
California
$446K – – –
MCIA
2106
Mountain Capital Investment Advisors
Colorado
$445K -$180K -1,587 -28%
DWM
2107
Dakota Wealth Management
Florida
$443K -$10.2K -90 -2%
CA
2108
Crewe Advisors
Utah
$443K – – –
WAAG
2109
Wealth Alliance Advisory Group
Kansas
$440K +$77.8K +687 +21%
AIM
2110
Allen Investment Management
New York
$438K -$110K -974 -20%
ECM
2111
Element Capital Management
New York
$436K -$47.1M -416,234 -99%
QC
2112
QCM Cayman
Texas
$435K +$448K +3,957 New
SWP
2113
Strategic Wealth Partners
Ohio
$434K -$725K -6,403 -62%
CAM
2114
Claret Asset Management
Quebec, Canada
$434K -$22.6K -200 -5%
RIS
2115
Retirement Income Solutions
Michigan
$434K -$17.4K -154 -4%
DSAM
2116
Dock Street Asset Management
Florida
$434K +$20.4K +180 +5%
FHB
2117
First Hawaiian Bank
Hawaii
$433K +$104K +915 +30%
HPC
2118
Hobart Private Capital
North Carolina
$431K -$22.3K -197 -5%
EA
2119
Elm Advisors
California
$430K -$18.6K -164 -4%
CWSR
2120
Chessman Wealth Strategies RIA
Texas
$429K +$14.5K +128 +3%
MFW
2121
Mosaic Family Wealth
Missouri
$429K +$17K +150 +4%
AC
2122
Avestar Capital
New York
$429K +$32.5K +287 +7%
SWK
2123
Stephen W. Kidder
$428K – – –
ACP
2124
Aveo Capital Partners
Colorado
$424K +$86.4K +763 +25%
ADMI
2125
Albert D. Mason Inc
Massachusetts
$424K +$437K +3,859 New
83 84
85
86 87