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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
2151
Gladstone Institutional Advisory
Florida
$619K -$88.5K -782 -13%
WA
2152
WealthTrust Axiom
Pennsylvania
$618K -$11.3K -100 -2%
WIC
2153
Wilkins Investment Counsel
Massachusetts
$618K – – –
PGA
2154
Portland Global Advisors
Maine
$617K -$56K -495 -9%
KFA
2155
Kelleher Financial Advisors
New York
$616K – – –
NFG
2156
Nadler Financial Group
Illinois
$616K +$4.52K +40 +0.8%
SAM
2157
SignalPoint Asset Management
Missouri
$613K -$39K -345 -6%
MIC
2158
Meridian Investment Counsel
California
$613K – – –
HCM
2159
Horiko Capital Management
New York
$612K – – –
TIM
2160
Tortoise Investment Management
New York
$612K – – –
SFA
2161
Stewardship Financial Advisors
Georgia
$611K -$679 -6 -0.1%
RWA
2162
RGT Wealth Advisors
Texas
$610K +$38.7K +342 +7%
GPWA
2163
Great Point Wealth Advisors
Massachusetts
$605K -$28.3K -250 -5%
HCM
2164
Hutchinson Capital Management
California
$604K -$7.92K -70 -1%
AIM
2165
Advantage Investment Management
Iowa
$604K +$52.7K +466 +10%
KWA
2166
KCS Wealth Advisory
California
$603K +$1.24K +11 +0.2%
GG
2167
GenWealth Group
New Jersey
$598K – – –
SFM
2168
Signet Financial Management
New Jersey
$598K +$23.3K +206 +5%
ACA
2169
Atlas Capital Advisors
Wyoming
$596K -$50.2K -444 -8%
WAS
2170
Winch Advisory Services
Wisconsin
$596K +$136K +1,199 +31%
KP
2171
Keel Point
Alabama
$595K -$29.7K -263 -5%
AAM
2172
Ascension Asset Management
New York
$595K -$22.6K -200 -4%
AW
2173
Alpha Windward
Massachusetts
$595K – – –
FC
2174
Financial Consulate
Maryland
$595K +$24.9K +220 +5%
FVWA
2175
Foster Victor Wealth Advisors
South Carolina
$595K +$147K +1,299 +33%
85 86
87
88 89