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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2151
Sonora Investment Management
Arizona
$552K -$12.8K -124 -2%
AIM
2152
Advantage Investment Management
Iowa
$549K -$68.7K -667 -11%
AWMF
2153
Arbor Wealth Management (Florida)
Florida
$549K -$28.9K -281 -5%
RWM
2154
Raffa Wealth Management
District of Columbia
$549K +$184K +1,785 +49%
HWA
2155
Heritage Wealth Advisors
Virginia
$548K +$15.6K +151 +3%
FPCP
2156
Fort Point Capital Partners
California
$546K -$370K -3,588 -40%
SIM
2157
Sadoff Investment Management
Wisconsin
$544K +$30.7K +298 +6%
PHK
2158
Point72 Hong Kong
Hong Kong
$542K +$317K +3,074 +135%
CBT
2159
Central Bank & Trust
Kentucky
$541K -$74.9K -727 -12%
FWM
2160
Fairhaven Wealth Management
Illinois
$541K -$44.1K -428 -7%
WA
2161
WealthTrust Axiom
Pennsylvania
$541K – – –
MFW
2162
Meristem Family Wealth
Minnesota
$540K -$32K -311 -6%
EWM
2163
Executive Wealth Management
Michigan
$539K -$53.7K -521 -9%
HI
2164
Harrington Investments
California
$539K -$30.9K -300 -5%
DW
2165
Domani Wealth
Pennsylvania
$536K – – –
ATPW
2166
Ashton Thomas Private Wealth
Arizona
$535K +$545K +5,289 New
PCM
2167
Pointe Capital Management
Michigan
$535K – – –
NEIRG
2168
New England Investment & Retirement Group
Massachusetts
$533K +$27K +262 +5%
AAM
2169
Ascension Asset Management
New York
$532K – – –
WIC
2170
Wilkins Investment Counsel
Massachusetts
$531K -$134K -1,300 -20%
HPIA
2171
Hamilton Point Investment Advisors
North Carolina
$531K +$68.6K +666 +15%
MIM
2172
Moseley Investment Management
Florida
$531K +$540K +5,243 New
CYG
2173
Clean Yield Group
Vermont
$530K +$20.6K +200 +4%
GG
2174
GenWealth Group
New Jersey
$530K +$25.8K +250 +5%
CCM
2175
Consolidated Capital Management
California
$528K – – –
85 86
87
88 89