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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2151
World Investment Advisors
California
$546K +$567K +5,322 New
PCMC
2152
Paragon Capital Management (Colorado)
Colorado
$545K -$274K -2,575 -32%
FLII
2153
First Long Island Investors
New York
$544K -$7.36M -69,086 -93%
KWA
2154
KCS Wealth Advisory
California
$544K -$108K -1,011 -15%
SIM
2155
Sonora Investment Management
Arizona
$544K +$132K +1,237 +28%
IWS
2156
Insight Wealth Strategies
California
$544K +$594K +5,572 New
REMPR
2157
Roof Eidam Maycock Peralta (REMP)
California
$543K +$5.33K +50 +0.9%
DAM
2158
Doheny Asset Management
California
$542K -$61.7K -579 -9%
RG
2159
Rikoon Group
New Mexico
$534K -$13.3K -125 -2%
TIM
2160
Tortoise Investment Management
New York
$531K -$53.3K -500 -8%
VF
2161
Virtu Financial
New York
$527K -$20.9K -196 -4%
SPI
2162
Santori & Peters Inc
Pennsylvania
$527K +$113K +1,058 +24%
HCM
2163
Hilton Capital Management
New York
$524K -$18M -169,077 -97%
WA
2164
WealthTrust Axiom
Pennsylvania
$522K – – –
LPWM
2165
Lake Point Wealth Management
Texas
$522K +$569K +5,343 New
TVAMP
2166
Tennessee Valley Asset Management Partners
Tennessee
$522K +$569K +5,345 New
PAA
2167
Peregrine Asset Advisers
Oregon
$521K -$13.9K -130 -2%
FBT
2168
First Bank & Trust
South Dakota
$520K +$26.5K +249 +5%
DW
2169
Domani Wealth
Pennsylvania
$517K -$59.6K -559 -10%
PCM
2170
Pointe Capital Management
Michigan
$516K -$213K -2,000 -27%
DA
2171
Doliver Advisors
Texas
$515K +$11.5K +108 +2%
NFG
2172
Nadler Financial Group
Illinois
$514K -$2.45K -23 -0.4%
PL
2173
Plancorp LLC
Missouri
$514K +$8.74K +82 +2%
AW
2174
Alpha Windward
Massachusetts
$513K -$38K -357 -6%
AAM
2175
Ascension Asset Management
New York
$513K – – –
85 86
87
88 89