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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
2126
Ashton Thomas Private Wealth
Arizona
$651K +$58.4K +530 +10%
TFCP
2127
Twin Focus Capital Partners
Massachusetts
$649K +$640K +5,803 New
MLIC
2128
Mandatum Life Insurance Company
Finland
$648K – – –
MAM
2129
Morse Asset Management
Connecticut
$646K +$9.48K +86 +2%
CMI
2130
Clare Market Investments
Texas
$646K -$558K -5,059 -47%
DA
2131
Doliver Advisors
Texas
$644K -$13.7K -124 -2%
IWA
2132
Intercontinental Wealth Advisors
Texas
$643K +$1.1K +10 +0.2%
PGA
2133
Portland Global Advisors
Maine
$641K +$7.61K +69 +1%
JWA
2134
JFS Wealth Advisors
Pennsylvania
$639K – – –
MIM
2135
Moseley Investment Management
Florida
$638K +$50.8K +461 +9%
ICM
2136
IMS Capital Management
Oregon
$638K +$160K +1,452 +34%
IR
2137
IAT Reinsurance
New York
$632K – – –
RPG
2138
Resource Planning Group
Georgia
$631K +$110K +1,000 +22%
PIA
2139
Pinion Investment Advisors
Kansas
$628K -$180K -1,635 -23%
SF
2140
Summit Financial
New Jersey
$628K – – –
MCA
2141
Morris Capital Advisors
Pennsylvania
$627K – – –
CMBA
2142
C.M. Bidwell & Associates
Hawaii
$626K +$613K +5,560 +15,886%
PCMC
2143
Paragon Capital Management (Colorado)
Colorado
$625K +$331 +3 +0.1%
AWMF
2144
Arbor Wealth Management (Florida)
Florida
$625K +$18.5K +168 +3%
AFIA
2145
America First Investment Advisors
Nebraska
$625K +$616K +5,590 New
STMM
2146
South Texas Money Management
Texas
$624K -$169K -1,529 -21%
FLII
2147
First Long Island Investors
New York
$623K – – –
REMPR
2148
Roof Eidam Maycock Peralta (REMP)
California
$622K – – –
SAM
2149
SignalPoint Asset Management
Missouri
$620K +$59.5K +540 +11%
SFG
2150
SNS Financial Group
Minnesota
$619K -$13.3K -121 -2%
84 85
86
87 88