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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2151
FSI Group
Ohio
$382K – – –
BAMG
2152
Brand Asset Management Group
Missouri
$380K +$400K +3,644 New
BCM
2153
Baltimore Capital Management
Maryland
$376K +$11K +100 +3%
SAM
2154
Smithbridge Asset Management
Pennsylvania
$376K +$11K +100 +3%
AC
2155
Allstate Corporation
Illinois
$376K +$117K +1,071 +42%
DE
2156
Day & Ennis
Georgia
$371K +$30.7K +280 +9%
CRIG
2157
Charter Research & Investment Group
Connecticut
$368K -$12.9K -118 -3%
WCM
2158
Weatherstone Capital Management
Colorado
$367K -$22.9K -209 -6%
GC
2159
Gilbert & Cook
Iowa
$363K +$31.2K +284 +9%
LCP
2160
Legacy Capital Partners
Wisconsin
$362K -$5.49K -50 -1%
TFF
2161
The Family Firm
Maryland
$362K +$21.3K +194 +6%
FA
2162
Forefront Analytics
Pennsylvania
$356K -$132K -1,202 -26%
AL
2163
Arnhold LLC
New York
$356K – – –
IHL
2164
Investment House LLC
California
$356K – – –
WRM
2165
Weybosset Research & Management
Rhode Island
$356K – – –
JSA
2166
Jacobson & Schmitt Advisors
Wisconsin
$355K – – –
RIG
2167
Renaissance Investment Group
Massachusetts
$354K – – –
HHAM
2168
HITE Hedge Asset Management
Massachusetts
$353K – – –
UWPG
2169
Ullmann Wealth Partners Group
Florida
$351K – – –
DC
2170
Derby & Company
Massachusetts
$350K – – –
SFS
2171
Summit Financial Strategies
Ohio
$348K -$3.84K -35 -1%
BJ
2172
Brouwer & Janachowski
California
$347K – – –
IRC
2173
Investors Research Corp
Georgia
$347K +$16.1K +147 +5%
PFGIA
2174
Patriot Financial Group Insurance Agency
Massachusetts
$346K -$469K -4,279 -56%
AOWM
2175
Alpha Omega Wealth Management
Virginia
$346K +$71.9K +655 +25%
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87
88 89