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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
2101
Westwood Management Corporation
Illinois
$877K +$281K +2,960 +47%
SAM
2102
Secure Asset Management
Michigan
$868K +$540K +5,692 +161%
HFAS
2103
Hummer Financial Advisory Services
Illinois
$865K +$4.08K +43 +0.5%
FNBOSM
2104
First National Bank of South Miami
Florida
$864K -$9.96K -105 -1%
JF
2105
JSF Financial
California
$864K +$148K +1,555 +20%
SRC
2106
Sage Rhino Capital
California
$859K +$23.9K +252 +3%
AC
2107
Avestar Capital
New York
$859K +$43.6K +460 +5%
SB
2108
Sunflower Bank
Texas
$854K +$862K +9,087 New
CAL
2109
Capital Advisors Ltd
Ohio
$853K – – –
DA
2110
Doliver Advisors
Texas
$853K +$143K +1,509 +20%
PWMG
2111
Prestige Wealth Management Group
New Jersey
$851K +$195K +2,056 +29%
KTA
2112
Keeley-Teton Advisors
Illinois
$842K -$22.8K -240 -3%
MAWCM
2113
Mine & Arao Wealth Creation & Management
California
$841K +$65.8K +693 +8%
PCM
2114
Pointe Capital Management
Michigan
$840K – – –
SC
2115
Searle & Co
Connecticut
$838K +$9.68K +102 +1%
EAM
2116
Evanson Asset Management
California
$834K -$20.9K -220 -2%
OAM
2117
Occidental Asset Management
California
$833K +$52.6K +554 +7%
RBFC
2118
Roman Butler Fullerton & Co
Missouri
$831K +$22.7K +239 +3%
SAM
2119
Sequent Asset Management
Texas
$830K +$23.5K +248 +3%
GSBTD
2120
Glenview State Bank Trust Department
Illinois
$829K – – –
BWL
2121
Bogart Wealth LLC
Virginia
$828K +$113K +1,189 +16%
TAM
2122
Trust Asset Management
Texas
$828K +$835K +8,801 New
HZ
2123
Hixon Zuercher
Ohio
$824K +$550K +5,801 +196%
AWM
2124
Argent Wealth Management
Massachusetts
$822K -$70.7K -745 -8%
WOSD
2125
WFA of San Diego
California
$822K +$567K +5,981 New
83 84
85
86 87