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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
2126
Dock Street Asset Management
Florida
$411K – – –
ACP
2127
Aveo Capital Partners
Colorado
$411K +$10.1K +92 +2%
WIM
2128
Westside Investment Management
California
$410K +$18.6K +170 +5%
SAM
2129
Seelaus Asset Management
New Jersey
$409K +$32.9K +300 +8%
CA
2130
Crewe Advisors
Utah
$408K -$12.6K -115 -3%
CWSR
2131
Chessman Wealth Strategies RIA
Texas
$407K – – –
CIAS
2132
Capital Investment Advisory Services
North Carolina
$406K +$15.6K +142 +4%
SWK
2133
Stephen W. Kidder
$405K – – –
CIA
2134
Cascade Investment Advisors
Oregon
$401K +$32.6K +297 +8%
MWM
2135
Modera Wealth Management
New Jersey
$399K +$8.23K +75 +2%
CAM
2136
Claret Asset Management
Quebec, Canada
$398K -$14.4K -131 -3%
ACM
2137
AUA Capital Management
Pennsylvania
$398K – – –
WA
2138
WP Advisors
California
$398K +$10.3K +94 +3%
FCB
2139
First Command Bank
Texas
$397K -$169K -1,545 -29%
FCFS
2140
First Command Financial Services
Texas
$397K -$169K -1,545 -29%
RWMH
2141
Riverpoint Wealth Management Holdings
Illinois
$397K +$34K +310 +9%
KP
2142
Keel Point
Alabama
$396K +$17K +155 +4%
FHC
2143
First Heartland Consultants
Missouri
$394K -$84.7K -772 -17%
TPW
2144
Tiller Private Wealth
Pennsylvania
$394K – – –
EBSAM
2145
Eubel Brady & Suttman Asset Management
Ohio
$391K -$36.6K -334 -8%
SIAS
2146
Shine Investment Advisory Services
Colorado
$391K +$24K +219 +6%
TIA
2147
Tandem Investment Advisors
South Carolina
$390K -$5.49K -50 -1%
WFWM
2148
Wechter Feldman Wealth Management
New Jersey
$388K +$73K +665 +22%
VA
2149
Valmark Advisers
Ohio
$388K +$100K +915 +33%
EA
2150
Elm Advisors
California
$387K -$21.9K -200 -5%
84 85
86
87 88