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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
2126
All Terrain Financial Advisors
Minnesota
$422K +$195K +1,720 +81%
ACM
2127
AUA Capital Management
Pennsylvania
$420K -$2.27K -20 -0.5%
TIA
2128
Tandem Investment Advisors
South Carolina
$418K -$92.2K -814 -18%
TPW
2129
Tiller Private Wealth
Pennsylvania
$416K -$257K -2,268 -37%
MWM
2130
Modera Wealth Management
New Jersey
$413K -$74.6K -659 -15%
PHAM
2131
Palisades Hudson Asset Management
Florida
$413K – – –
CIAS
2132
Capital Investment Advisory Services
North Carolina
$412K +$113K +997 +36%
WCM
2133
Weatherstone Capital Management
Colorado
$411K +$28.2K +249 +7%
LRIC
2134
Long Road Investment Counsel
Michigan
$410K – – –
WA
2135
WP Advisors
California
$410K +$40.3K +356 +11%
SBA
2136
Secrest Blakey & Associates
North Carolina
$409K +$26.2K +231 +7%
SS
2137
Simplicity Solutions
Minnesota
$407K -$316K -2,792 -43%
FG
2138
FSI Group
Ohio
$403K +$247K +2,180 +146%
WIM
2139
Westside Investment Management
California
$401K +$144K +1,275 +52%
CRIG
2140
Charter Research & Investment Group
Connecticut
$401K – – –
HPWM
2141
Highland Private Wealth Management
Washington
$400K -$131K -1,160 -24%
KP
2142
Keel Point
Alabama
$400K +$7.02K +62 +2%
PAG
2143
Private Advisory Group
Washington
$400K +$18.6K +164 +5%
DA
2144
Doliver Advisors
Texas
$399K -$96.8K -855 -19%
HF
2145
HRT Financial
New York
$399K -$13.4K -118 -3%
SAM
2146
Seelaus Asset Management
New Jersey
$398K -$200K -1,767 -33%
GC
2147
Gratry & Company
Ohio
$397K -$105K -930 -20%
CIA
2148
Cascade Investment Advisors
Oregon
$390K +$92.4K +816 +30%
ICM
2149
IMS Capital Management
Oregon
$390K – – –
SEIA
2150
Signature Estate & Investment Advisors
California
$390K +$93.5K +826 +30%
84 85
86
87 88