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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2201
Glassman Wealth Services
Virginia
$313K +$8.71K +86 +3%
TIM
2202
Total Investment Management
Arizona
$312K +$304 +3 +0.1%
UCI
2203
Uncommon Cents Investing
Wisconsin
$310K +$294K +2,900 New
TA
2204
Trellis Advisors
Washington
$309K +$293K +2,894 New
GEM
2205
Global Endowment Management
North Carolina
$308K -$122K -1,200 -29%
LFS
2206
Legacy Financial Strategies
Kansas
$307K +$291K +2,870 New
VCM
2207
Vigilant Capital Management
Maine
$305K +$26.1K +258 +10%
NPPM
2208
North Point Portfolio Managers
Ohio
$302K -$1.01K -10 -0.4%
DBRC
2209
D.B. Root & Company
Pennsylvania
$302K +$286K +2,821 New
SFM
2210
Signet Financial Management
New Jersey
$298K -$212K -2,094 -43%
DLHL
2211
Donald L. Hagan LLC
Florida
$298K – – –
BW
2212
Biegel & Waller
Maryland
$296K – – –
KFA
2213
Kays Financial Advisory
Georgia
$296K +$6.78K +67 +2%
CIAS
2214
Capital Investment Advisory Services
North Carolina
$294K +$7.59K +75 +3%
ACP
2215
Arcus Capital Partners
Georgia
$294K +$34.5K +341 +14%
PEA
2216
Pacific Edge Advisors
California
$294K +$278K +2,748 New
MMHP
2217
Murphy Middleton Hinkle & Parker
Georgia
$293K +$277K +2,739 New
CIA
2218
Cascade Investment Advisors
Oregon
$292K +$2.43K +24 +0.9%
RT
2219
Reliance Trust
Georgia
$292K -$10.2K -101 -4%
BL
2220
Balentine LLC
Georgia
$292K +$15.3K +151 +6%
RC
2221
Reik & Co
New York
$291K – – –
SEIA
2222
Signature Estate & Investment Advisors
California
$291K +$91.3K +902 +50%
FNBOH
2223
First National Bank of Hutchinson
Kansas
$290K +$3.95K +39 +1%
PCTC
2224
Perkins Coie Trust Company
Washington
$289K -$28.4K -280 -9%
HTHT
2225
Hemenway Trust Hemenway Trust
New Hampshire
$288K +$273K +2,696 New
87 88
89
90 91