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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2101
MV Capital Management
Maryland
$621K +$28.9K +281 +5%
VC
2102
Vicus Capital
Pennsylvania
$621K +$33K +320 +6%
CWM
2103
Cordatus Wealth Management
Pennsylvania
$620K +$104K +1,014 +20%
JF
2104
JSF Financial
California
$619K – – –
TI
2105
Truehand Inc
New Hampshire
$618K – – –
SAM
2106
Smithbridge Asset Management
Pennsylvania
$618K +$103K +1,000 +20%
EGM
2107
Engineers Gate Manager
New York
$616K +$627K +6,085 New
RHDIC
2108
R.H. Dinel Investment Counsel
California
$615K – – –
DAM
2109
Doheny Asset Management
California
$613K +$51.5K +500 +9%
DACG
2110
Donor Advised Charitable Giving
California
$612K -$206K -2,000 -25%
CFS
2111
CRA Financial Services
New Jersey
$611K +$10.8K +105 +2%
SCM
2112
Stonehearth Capital Management
Massachusetts
$610K +$621K +6,027 New
SFG
2113
StrategIQ Financial Group
Indiana
$609K +$103 +1 +0%
PCP
2114
Proficio Capital Partners
Massachusetts
$609K +$94.3K +915 +18%
PAWC
2115
P.A.W. Capital
Connecticut
$607K – – –
SBWM
2116
Sunflower Bank Wealth Management
Arizona
$599K – – –
HPWM
2117
Highland Private Wealth Management
Washington
$596K +$23.3K +226 +4%
DA
2118
Doliver Advisors
Texas
$596K +$63.4K +615 +12%
BHA
2119
Beech Hill Advisors
New York
$593K -$3.47M -33,685 -85%
CC
2120
Cedar Capital
Illinois
$593K -$4.84K -47 -0.8%
ONST
2121
Old North State Trust
North Carolina
$590K +$2.27K +22 +0.4%
MLIC
2122
Mandatum Life Insurance Company
Finland
$587K – – –
WG
2123
Winton Group
United Kingdom
$587K +$112K +1,088 +23%
TC
2124
Truvestments Capital
Florida
$586K +$596K +5,783 New
SBA
2125
Secrest Blakey & Associates
North Carolina
$585K -$230K -2,231 -28%
83 84
85
86 87