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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2176
WealthStone
Ohio
$738K +$744K +7,845 New
AIM
2177
Alhambra Investment Management
Florida
$733K -$19.6K -207 -3%
WGA
2178
Weather Gauge Advisory
Virginia
$732K -$139K -1,468 -16%
WA
2179
Wealth Architects
California
$732K +$46.9K +494 +7%
RCM
2180
Requisite Capital Management
Texas
$730K -$104K -1,100 -12%
SM
2181
Salzhauer Michael
$730K – – –
CCM
2182
Community Capital Management
Florida
$729K -$1.02M -10,750 -58%
SAM
2183
Sycomore Asset Management
France
$725K +$617K +6,500 +500%
WA
2184
WealthTrust Axiom
Pennsylvania
$724K +$47.5K +501 +7%
FFG
2185
Fullen Financial Group
Ohio
$721K +$727K +7,666 New
AGA
2186
Accuvest Global Advisors
Utah
$717K -$36.1K -380 -5%
HKAM
2187
Horizon Kinetics Asset Management
New York
$716K -$118K -1,239 -14%
AIM
2188
Axiom Investment Management
New York
$712K -$133K -1,400 -16%
FNBSF
2189
First National Bank Sioux Falls
South Dakota
$711K +$10.8K +114 +2%
BWM
2190
Baystate Wealth Management
Massachusetts
$709K +$65.6K +691 +10%
MWM
2191
Modera Wealth Management
New Jersey
$708K -$16.6K -175 -2%
TFO
2192
Tarbox Family Office
California
$706K -$6.36K -67 -0.9%
EWM
2193
Empirical Wealth Management
Washington
$700K -$47.5K -501 -6%
RP
2194
Riverbridge Partners
Minnesota
$700K – – –
HBWM
2195
Hollow Brook Wealth Management
New York
$699K -$98.9K -1,042 -12%
UC
2196
Unio Capital
New Jersey
$695K – – –
BS
2197
Bessemer Securities
New York
$694K – – –
DAM
2198
Diamant Asset Management
Connecticut
$693K – – –
ACC
2199
Accident Compensation Corp
New Zealand
$687K -$180K -1,900 -21%
CHA
2200
Carmichael Hill & Associates
Maryland
$685K +$19.3K +203 +3%
86 87
88
89 90