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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
2151
Uncommon Cents Investing
Wisconsin
$1.62M +$54.9K +350 +4%
BOS
2152
Bingham Osborn & Scarborough
California
$1.62M +$46.4K +296 +3%
OAM
2153
Optimal Asset Management
California
$1.62M +$1.88K +12 +0.1%
CGFA
2154
Colton Groome Financial Advisors
North Carolina
$1.62M -$7.05K -45 -0.5%
CG
2155
CFO4Life Group
Texas
$1.62M +$238K +1,515 +18%
CP
2156
Covenant Partners
Tennessee
$1.61M – – –
LIM
2157
Longfellow Investment Management
Massachusetts
$1.61M – – –
BAM
2158
Burgundy Asset Management
Ontario, Canada
$1.6M – – –
OBWG
2159
Onyx Bridge Wealth Group
New York
$1.59M +$391K +2,496 +35%
UAML
2160
US Asset Management LLC
Pennsylvania
$1.59M +$1.52M +9,708 New
PIA
2161
Pinion Investment Advisors
Kansas
$1.58M +$23.2K +148 +2%
TWP
2162
Tempus Wealth Planning
California
$1.58M +$63.2K +403 +4%
FBT
2163
First Bank & Trust
South Dakota
$1.57M -$29.2K -186 -2%
EWM
2164
Empirical Wealth Management
Washington
$1.57M +$31.4K +200 +2%
LSA
2165
Lion Street Advisors
Texas
$1.57M +$1.5M +9,581 New
SRC
2166
Sage Rhino Capital
California
$1.56M +$941 +6 +0.1%
PC
2167
PhiloSmith Capital
Connecticut
$1.56M – – –
TIA
2168
Trust Investment Advisors
Indiana
$1.56M -$9.09K -58 -0.6%
BB
2169
Bell Bank
North Dakota
$1.55M -$154K -985 -9%
CIA
2170
Citadel Investment Advisory
Ohio
$1.55M – – –
FAM
2171
Formidable Asset Management
Ohio
$1.55M +$617K +3,936 +71%
COF
2172
Capital One Financial
Virginia
$1.55M – – –
WFI
2173
West Family Investments
California
$1.54M +$82.8K +528 +6%
PP
2174
Paloma Partners
Connecticut
$1.54M +$784K +4,998 +114%
OCM
2175
Orion Capital Management
California
$1.54M -$20.4K -130 -1%
85 86
87
88 89