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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2101
Merriman Wealth Management
Washington
$698K +$22.3K +197 +3%
NS
2102
NewDay Solutions
New Hampshire
$697K -$37.9K -335 -5%
BCA
2103
Berman Capital Advisors
Georgia
$697K -$20.9K -185 -3%
SBWM
2104
Sunflower Bank Wealth Management
Arizona
$696K – – –
RFM
2105
Royal Fund Management
Florida
$693K -$65.2K -576 -9%
SCM
2106
Shapiro Capital Management
Georgia
$692K +$665K +5,880 New
TI
2107
Truehand Inc
New Hampshire
$690K -$23.1K -204 -3%
CF
2108
Copperwynd Financial
Arizona
$690K +$40K +354 +7%
VA
2109
Valmark Advisers
Ohio
$690K +$161K +1,426 +32%
DWM
2110
Destination Wealth Management
California
$684K -$313K -2,771 -32%
ACA
2111
Ackerman Capital Advisors
Texas
$684K +$658K +5,814 New
CW
2112
CreativeOne Wealth
Kansas
$683K -$34.6K -306 -5%
MLIC
2113
Mandatum Life Insurance Company
Finland
$683K – – –
SA
2114
Shilanski & Associates
Alaska
$682K -$33.5K -296 -5%
JWA
2115
JFS Wealth Advisors
Pennsylvania
$679K +$5.88K +52 +0.9%
P
2116
&Partners
Tennessee
$678K -$17K -150 -3%
PCP
2117
Proficio Capital Partners
Massachusetts
$673K -$80.2K -709 -11%
ONST
2118
Old North State Trust
North Carolina
$669K -$20.4K -180 -3%
KC
2119
Knuff & Co
California
$669K +$389K +3,435 +153%
IR
2120
IAT Reinsurance
New York
$666K – – –
RPG
2121
Resource Planning Group
Georgia
$665K +$679 +6 +0.1%
AIA
2122
Angeles Investment Advisors
California
$663K +$349K +3,087 +121%
MCA
2123
Morris Capital Advisors
Pennsylvania
$660K – – –
AFIA
2124
America First Investment Advisors
Nebraska
$658K – – –
PCMC
2125
Paragon Capital Management (Colorado)
Colorado
$658K +$339 +3 +0.1%
83 84
85
86 87