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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2326
Day & Ennis
Georgia
$383K -$1.65K -15 -0.4%
TI
2327
Truepoint Inc
Ohio
$383K +$5.18K +47 +1%
CCM
2328
Carlson Capital Management
Minnesota
$381K -$43.9K -398 -10%
AL
2329
Arnhold LLC
New York
$381K – – –
DFA
2330
Delta Financial Advisors
Louisiana
$380K +$375K +3,397 New
IIA
2331
IPG Investment Advisors
California
$379K -$582K -5,275 -61%
HHAM
2332
HITE Hedge Asset Management
Massachusetts
$379K – – –
FWSM
2333
First Wilshire Securities Management
California
$377K +$371K +3,367 New
SA
2334
SRH Advisors
Kansas
$375K – – –
CI
2335
Cambiar Investors
Colorado
$374K +$14.3K +130 +4%
IRC
2336
Investors Research Corp
Georgia
$372K – – –
LDFR
2337
Lehman & Derafelo Financial Resources
Pennsylvania
$371K +$361K +3,270 New
AOWM
2338
Alpha Omega Wealth Management
Virginia
$370K – – –
FWCM
2339
First Western Capital Management
California
$368K -$6.17K -56 -2%
ACP
2340
Aveo Capital Partners
Colorado
$366K -$30.4K -276 -8%
PCM
2341
Princeton Capital Management
New Jersey
$364K – – –
MSR
2342
Main Street Research
Connecticut
$364K +$14.3K +130 +4%
HIS
2343
Harvest Investment Services
Illinois
$362K +$2.65K +24 +0.8%
OWA
2344
Outlook Wealth Advisors
Texas
$361K +$13.6K +123 +4%
CP
2345
Camelot Portfolios
Ohio
$360K +$22.2K +201 +7%
TCOO
2346
Trust Company of Oklahoma
Oklahoma
$355K – – –
FIA
2347
Foundations Investment Advisors
Arizona
$355K +$22.6K +205 +7%
WFPG
2348
Waller Financial Planning Group
Ohio
$355K +$343K +3,111 New
WI
2349
Wedgewood Investors
Pennsylvania
$354K – – –
HFA
2350
Huber Financial Advisors
Illinois
$353K +$221 +2 +0.1%
92 93
94
95 96