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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2126
Cozad Asset Management
Illinois
$980K +$28.2K +220 +3%
SCM
2127
Sterneck Capital Management
Missouri
$977K -$64.6K -504 -7%
PCS
2128
Personal CFO Solutions
New Jersey
$977K -$3.33K -26 -0.4%
BI
2129
Ballast Inc
Kentucky
$974K +$52.5K +409 +6%
MW
2130
Marcum Wealth
Ohio
$974K +$896K +6,989 New
AF
2131
Affiance Financial
Minnesota
$973K – – –
OL
2132
Optas LLC
Texas
$972K +$894K +6,969 New
PIMG
2133
Patriot Investment Management Group
Tennessee
$968K +$3.59K +28 +0.4%
PWAG
2134
Polaris Wealth Advisory Group
California
$968K +$54.1K +422 +6%
BB
2135
Bell Bank
North Dakota
$967K +$4.36K +34 +0.5%
PWAC
2136
Private Wealth Advisors (California)
California
$962K -$128K -1,000 -13%
BIA
2137
Bigelow Investment Advisors
Maine
$962K +$4.36K +34 +0.5%
BSPF
2138
British Steel Pension Fund
United Kingdom
$959K – – –
CIM
2139
Chapman Investment Management
California
$958K +$882K +6,875 New
VAG
2140
VisionPoint Advisory Group
Texas
$955K -$301K -2,346 -26%
PCAP
2141
Pratt Collard Advisory Partners
New York
$953K +$12.8K +100 +1%
NWM
2142
Northwest Wealth Management
Iowa
$951K -$143K -1,115 -14%
MIM
2143
Moseley Investment Management
Florida
$950K +$71.3K +556 +9%
SWA
2144
Stratos Wealth Advisors
Ohio
$948K -$726K -5,661 -45%
WC
2145
Winmill & Co
New Hampshire
$948K – – –
KIC
2146
Keating Investment Counselors
Florida
$946K – – –
SCM
2147
SKBA Capital Management
California
$945K -$77K -600 -8%
MAM
2148
Mastrapasqua Asset Management
Tennessee
$945K -$8.34K -65 -0.9%
MWM
2149
Maltin Wealth Management
New Jersey
$945K +$870K +6,780 New
FWP
2150
FAS Wealth Partners
Kansas
$941K +$14.1K +110 +2%
84 85
86
87 88