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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
2251
Wealth Alliance Advisory Group
Kansas
$472K +$32.6K +288 +8%
GA
2252
Geller Advisors
New York
$469K -$593K -5,243 -57%
SCM
2253
Stonehearth Capital Management
Massachusetts
$467K – – –
SAM
2254
Seelaus Asset Management
New Jersey
$467K +$22.4K +198 +5%
UWPG
2255
Ullmann Wealth Partners Group
Florida
$465K -$33K -292 -7%
WA1
2256
Wimmer Associates 1
California
$463K +$6.79K +60 +2%
CCM
2257
Cribstone Capital Management
Maine
$460K -$139K -1,227 -24%
AIS
2258
American Investment Services
Massachusetts
$460K – – –
DSAM
2259
Dock Street Asset Management
Florida
$459K – – –
PCC
2260
Park Circle Company
Maryland
$459K +$294K +2,600 +200%
FIA
2261
Foundations Investment Advisors
Arizona
$458K +$105K +931 +30%
TSS
2262
Thomas Story & Son
Indiana
$457K – – –
ARMC
2263
American Research & Management Company
Massachusetts
$456K – – –
EBSAM
2264
Eubel Brady & Suttman Asset Management
Ohio
$454K +$9.16K +81 +2%
PWSG
2265
Pacific Wealth Strategies Group
California
$453K +$229K +2,027 +111%
BAMG
2266
Brand Asset Management Group
Missouri
$451K +$7.8K +69 +2%
ACM
2267
AUA Capital Management
Pennsylvania
$450K – – –
MS
2268
Mizuho Securities
Japan
$447K +$226K +2,000 +111%
BJ
2269
Brouwer & Janachowski
California
$443K +$28.3K +250 +7%
PLFAM
2270
Pineno Levin & Ford Asset Management
Virginia
$441K +$10.9K +96 +3%
CRIG
2271
Charter Research & Investment Group
Connecticut
$439K +$23K +203 +6%
WFWM
2272
Wechter Feldman Wealth Management
New Jersey
$438K – – –
IRC
2273
Investors Research Corp
Georgia
$438K +$44.3K +392 +12%
TIA
2274
Traphagen Investment Advisors
New Jersey
$436K +$5.09K +45 +1%
BWM
2275
BT Wealth Management
Georgia
$435K – – –
89 90
91
92 93