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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
2301
Caxton Associates (New York)
New York
$380K -$150K -1,453 -28%
CIA
2302
Cascade Investment Advisors
Oregon
$379K – – –
WFWM
2303
Wechter Feldman Wealth Management
New Jersey
$377K – – –
GIA
2304
Gladstone Institutional Advisory
Florida
$372K -$144K -1,400 -28%
DWA
2305
Dougherty Wealth Advisers
Minnesota
$372K -$68K -660 -15%
PLFAM
2306
Pineno Levin & Ford Asset Management
Virginia
$370K – – –
TIA
2307
Traphagen Investment Advisors
New Jersey
$370K +$376K +3,654 New
UC
2308
Unio Capital
New Jersey
$369K – – –
AWA
2309
AmeriServ Wealth Advisors
Pennsylvania
$368K -$7.73K -75 -2%
SIAS
2310
Shine Investment Advisory Services
Colorado
$366K +$36.2K +351 +11%
SWK
2311
Stephen W. Kidder
$364K – – –
AAIM
2312
Asset Advisors Investment Management
Georgia
$363K – – –
FSC
2313
Full Sail Capital
Oklahoma
$358K -$96.2K -934 -21%
DBRC
2314
D.B. Root & Company
Pennsylvania
$357K -$11.7K -114 -3%
CRIG
2315
Charter Research & Investment Group
Connecticut
$357K – – –
SNBOSD
2316
Security National Bank of So Dak
Iowa
$356K -$100K -974 -22%
WRM
2317
Weybosset Research & Management
Rhode Island
$356K – – –
BJ
2318
Brouwer & Janachowski
California
$356K +$19.7K +191 +6%
GWS
2319
Glassman Wealth Services
Virginia
$355K +$89.7K +871 +33%
CWSR
2320
Chessman Wealth Strategies RIA
Texas
$354K -$28.5K -277 -7%
SCA
2321
Strategic Capital Advisers
Colorado
$353K +$87.8K +852 +32%
FG
2322
FSI Group
Ohio
$352K -$6.9K -67 -2%
LPWM
2323
Lake Point Wealth Management
Texas
$351K -$227K -2,207 -41%
NIC
2324
Northwest Investment Counselors
Oregon
$351K – – –
BWM
2325
BT Wealth Management
Georgia
$349K -$364K -3,538 -51%
91 92
93
94 95