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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2326
Alera Investment Advisors
Illinois
$441K -$52K -428 -8%
RTS
2327
Round Table Services
New Jersey
$440K -$175K -1,441 -23%
AW
2328
Alpha Windward
Massachusetts
$440K -$12.3K -101 -2%
BFG
2329
Bouchey Financial Group
New York
$439K -$5.22K -43 -0.9%
CPSC
2330
Carl P. Sherr & Co
Massachusetts
$439K -$4.5K -37 -0.8%
FA
2331
Fortis Advisors
Pennsylvania
$438K -$21.3K -175 -3%
SBWM
2332
Sunflower Bank Wealth Management
Arizona
$436K -$36.4K -300 -6%
AC
2333
Apella Capital
Connecticut
$436K +$588K +4,841 New
TCOO
2334
Trust Company of Oklahoma
Oklahoma
$432K – – –
MTC
2335
McDaniel Terry & Co
Texas
$432K – – –
VIM
2336
Veritas Investment Management
United Kingdom
$432K +$238K +1,960 +69%
IWS
2337
Insight Wealth Strategies
California
$431K -$350K -2,878 -38%
GKWIM
2338
Gerber Kawasaki Wealth & Investment Management
California
$429K +$222K +1,831 +62%
CCT
2339
Capital City Trust
Florida
$429K +$266K +2,192 +85%
PWM
2340
PBMares Wealth Management
Virginia
$428K -$100K -826 -15%
NWS
2341
Newport Wealth Strategies
California
$426K -$983K -8,087 -64%
GC
2342
Gilbert & Cook
Iowa
$426K +$4.37K +36 +0.8%
ACM
2343
Ayrshire Capital Management
Connecticut
$426K +$65.4K +538 +13%
WA1
2344
Wimmer Associates 1
California
$426K +$96.6K +795 +20%
HCM
2345
HMS Capital Management
Tennessee
$424K -$590K -4,857 -51%
MA
2346
Modus Advisors
Minnesota
$423K +$365K +3,004 +178%
FCIM
2347
Fairview Capital Investment Management
California
$421K +$54.7K +450 +11%
DIM
2348
Delta Investment Management
California
$419K -$9.23K -76 -2%
DFG
2349
DWM Financial Group
Illinois
$411K +$555K +4,567 New
PWSG
2350
Pacific Wealth Strategies Group
California
$410K +$85.7K +705 +18%
92 93
94
95 96