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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2401
Lenox Wealth Management
Ohio
$303K +$51.4K +454 +21%
DCM
2402
Driehaus Capital Management
Illinois
$303K +$61.3K +542 +27%
DBRC
2403
D.B. Root & Company
Pennsylvania
$299K -$13K -115 -4%
RWA
2404
Redhawk Wealth Advisors
Minnesota
$299K +$231K +2,039 +408%
CF
2405
Corrigan Financial
Rhode Island
$299K – – –
CI
2406
Cambiar Investors
Colorado
$297K -$93.1K -823 -25%
MF
2407
Manchester Financial
California
$297K +$113 +1 +0%
TFGT
2408
TS Financial Group (TSFG)
Illinois
$297K +$36.8K +325 +15%
AWM
2409
Aevitas Wealth Management
Massachusetts
$295K -$38.8K -343 -12%
SC
2410
Sovarnum Capital
New York
$294K +$283K +2,500 New
CWM
2411
Campbell Wealth Management
Virginia
$292K -$13.7K -121 -5%
RPAM
2412
Rhenman & Partners Asset Management
Sweden
$291K – – –
SSA
2413
South Street Advisors
New York
$290K – – –
JGIA
2414
Jackson Grant Investment Advisers
Connecticut
$288K +$452 +4 +0.2%
LC
2415
Lavaca Capital
Texas
$288K +$2.6K +23 +1%
AAM
2416
AMI Asset Management
California
$288K +$11.7K +103 +4%
GAMC
2417
Garner Asset Management Corp
Texas
$287K -$5.2K -46 -2%
AP
2418
Arlington Partners
Alabama
$285K – – –
PFA
2419
Pure Financial Advisors
California
$284K +$226 +2 +0.1%
TA
2420
Trellis Advisors
Washington
$284K +$4.52K +40 +2%
VLC
2421
Van Leeuwen & Company
New Jersey
$284K +$273K +2,410 New
AIA
2422
AIMZ Investment Advisors
California
$283K – – –
RBCM
2423
Raub Brock Capital Management
California
$282K – – –
FMP
2424
Financial Management Professionals
Texas
$281K – – –
WCWM
2425
Willow Creek Wealth Management
California
$281K +$792 +7 +0.3%
95 96
97
98 99