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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2426
Summit Wealth & Retirement Planning
California
$349K -$53.6K -441 -10%
TSS
2427
Thomas Story & Son
Indiana
$349K – – –
PA
2428
PSI Advisors
Florida
$348K +$111K +916 +31%
PAG
2429
Private Advisory Group
Washington
$348K +$469K +3,864 New
ISWM
2430
Independent Solutions Wealth Management
New York
$347K +$3.04K +25 +0.7%
ACWM
2431
Adams Chetwood Wealth Management
North Carolina
$346K +$486 +4 +0.1%
FWSM
2432
First Wilshire Securities Management
California
$345K +$46.8K +385 +11%
ARMC
2433
American Research & Management Company
Massachusetts
$344K – – –
RWMH
2434
Riverpoint Wealth Management Holdings
Illinois
$342K -$16.9K -139 -4%
SAM
2435
Stewart Asset Management
New York
$342K +$33.4K +275 +8%
GHAM
2436
Gilman Hill Asset Management
Connecticut
$341K -$581K -4,785 -56%
TC
2437
Tatro Capital
Kentucky
$340K +$166K +1,364 +57%
JCM
2438
Jag Capital Management
Missouri
$339K -$47.4K -390 -9%
GCC
2439
Game Creek Capital
Massachusetts
$338K -$213K -1,750 -32%
CIA
2440
Cascade Investment Advisors
Oregon
$337K – – –
PLFAM
2441
Pineno Levin & Ford Asset Management
Virginia
$337K – – –
FPGK
2442
Financial Partners Group (Kansas)
Kansas
$337K +$238K +1,957 +96%
MPW
2443
Monterey Private Wealth
California
$336K -$52.1K -429 -10%
IRC
2444
Investors Research Corp
Georgia
$336K +$1.58K +13 +0.3%
SDWMA
2445
Schneider Downs Wealth Management Advisors
Pennsylvania
$335K +$452K +3,718 New
CC
2446
Callan Capital
California
$335K +$452K +3,722 New
ACM
2447
Alethea Capital Management
Washington
$333K -$48.6K -400 -10%
FCM
2448
Firestone Capital Management
Florida
$333K +$15.6K +128 +4%
ACM
2449
Aljian Capital Management
Nevada
$333K +$21.5K +177 +5%
DWA
2450
Dougherty Wealth Advisers
Minnesota
$331K – – –
96 97
98
99 100