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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2226
Hamilton Point Investment Advisors
North Carolina
$505K -$80.5K -730 -14%
SIM
2227
Sterling Investment Management
Arizona
$505K – – –
CAM
2228
Claret Asset Management
Quebec, Canada
$503K +$42.4K +385 +9%
VA
2229
Valmark Advisers
Ohio
$497K -$79.1K -717 -14%
CA
2230
Continuum Advisory
Idaho
$495K +$17.8K +161 +4%
WA
2231
Wambolt & Associates
Colorado
$495K +$142K +1,284 +41%
MFGP
2232
Marshall Financial Group (Pennsylvania)
Pennsylvania
$490K – – –
GC
2233
Gilbert & Cook
Iowa
$490K +$12.7K +115 +3%
EIA
2234
Eldridge Investment Advisors
New Hampshire
$489K – – –
PPW
2235
Pasadena Private Wealth
California
$486K +$221 +2 +0%
DWA
2236
Dougherty Wealth Advisers
Minnesota
$485K +$72.8K +660 +18%
FA
2237
Forefront Analytics
Pennsylvania
$484K +$2.31K +21 +0.5%
BRA
2238
Bender Robert & Associates
California
$480K -$4.41K -40 -1%
FCB
2239
First Command Bank
Texas
$480K – – –
FCFS
2240
First Command Financial Services
Texas
$480K – – –
RSVP
2241
Ramsay Stattman Vela & Price
Colorado
$479K -$441 -4 -0.1%
RIS
2242
Retirement Income Solutions
Michigan
$475K -$24.5K -222 -5%
NVIM
2243
New Vernon Investment Management
Illinois
$475K – – –
FAN
2244
Financial Advisors Network
California
$475K +$23.5K +213 +5%
UWPG
2245
Ullmann Wealth Partners Group
Florida
$474K -$12.5K -113 -3%
CA
2246
Corrado Advisors
New Jersey
$474K +$2.21K +20 +0.5%
QCMC
2247
Quantum Capital Management (California)
California
$474K +$21.8K +198 +5%
SWK
2248
Stephen W. Kidder
$472K +$69.2K +628 +17%
MHIC
2249
Marble Harbor Investment Counsel
Massachusetts
$470K – – –
FCIM
2250
Fairview Capital Investment Management
California
$467K -$165K -1,500 -26%
88 89
90
91 92