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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
2401
Asset Management Group
Connecticut
$307K +$4.74K +43 +2%
JFG
2402
JMG Financial Group
Illinois
$307K +$303K +2,747 New
WMA
2403
Wealth Management Associates
New Jersey
$307K +$22.5K +204 +8%
ATFA
2404
All Terrain Financial Advisors
Minnesota
$306K -$115K -1,040 -28%
LP
2405
LGL Partners
Pennsylvania
$306K -$42.8K -388 -12%
NPPM
2406
North Point Portfolio Managers
Ohio
$306K -$1.43K -13 -0.5%
CCA
2407
Conestoga Capital Advisors
Pennsylvania
$306K – – –
MMHP
2408
Murphy Middleton Hinkle & Parker
Georgia
$306K – – –
W
2409
WealthOne
New York
$305K +$301K +2,731 New
WPSG
2410
Wealth & Pension Services Group
Georgia
$304K -$51.6K -468 -15%
RC
2411
Reik & Co
New York
$304K – – –
BBP
2412
Banco BTG Pactual
Brazil
$303K +$299K +2,713 New
GKWIM
2413
Gerber Kawasaki Wealth & Investment Management
California
$302K +$4.41K +40 +1%
FNBOH
2414
First National Bank of Hutchinson
Kansas
$301K -$170K -1,546 -37%
HWM
2415
Highwater Wealth Management
Colorado
$301K +$15.9K +144 +6%
IP
2416
Isthmus Partners
Wisconsin
$298K +$294K +2,668 New
DBRC
2417
D.B. Root & Company
Pennsylvania
$297K -$96.1K -872 -25%
CA
2418
Cumberland Advisors
Florida
$296K – – –
SLF
2419
Sun Life Financial
Ontario, Canada
$295K -$323K -2,927 -53%
RIG
2420
Renaissance Investment Group
Massachusetts
$293K -$17K -154 -6%
SFA
2421
Semmax Financial Advisors
North Carolina
$292K +$106K +957 +58%
CWM
2422
Campbell Wealth Management
Virginia
$291K -$15.7K -142 -5%
WCM
2423
Wallace Capital Management
Texas
$291K +$110 +1 +0%
NWA
2424
New World Advisors
Massachusetts
$291K +$145K +1,316 +102%
JCM
2425
Jacobsen Capital Management
Utah
$291K +$287K +2,605 New
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97
98 99