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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2426
Wealth Quarterback
New Jersey
$427K – – –
FVWA
2427
Foster Victor Wealth Advisors
South Carolina
$426K -$98.4K -1,002 -18%
VFPI
2428
Vantage Financial Partners (Illinois)
Illinois
$426K +$19.6K +200 +5%
AAM
2429
AMI Asset Management
California
$425K +$157K +1,603 +57%
PAM
2430
Premier Asset Management
Illinois
$424K +$432K +4,404 New
RSVP
2431
Ramsay Stattman Vela & Price
Colorado
$423K – – –
ACM
2432
AUA Capital Management
Pennsylvania
$422K +$93.7K +954 +28%
GWM
2433
Gray Wealth Management
Maine
$421K -$8.84K -90 -2%
NWS
2434
Newport Wealth Strategies
California
$420K -$4.81K -49 -1%
MFGP
2435
Marshall Financial Group (Pennsylvania)
Pennsylvania
$420K +$1.77K +18 +0.4%
HWA
2436
HHM Wealth Advisors
Tennessee
$418K +$5.11K +52 +1%
HAFS
2437
Hapanowicz & Associates Financial Services
Pennsylvania
$418K +$426K +4,340 New
GSAM
2438
Grant Street Asset Management
Pennsylvania
$417K – – –
CMI
2439
Clare Market Investments
Texas
$415K +$43.4K +442 +11%
RPWA
2440
Regent Peak Wealth Advisors
Georgia
$415K -$38.4K -391 -8%
EBSAM
2441
Eubel Brady & Suttman Asset Management
Ohio
$415K +$3.83K +39 +0.9%
EIA
2442
Eldridge Investment Advisors
New Hampshire
$413K -$1.96K -20 -0.5%
NFSG
2443
Newbridge Financial Services Group
Florida
$411K +$420K +4,272 New
EIA
2444
Edgemoor Investment Advisors
Maryland
$410K -$6.78K -69 -2%
HI
2445
Harrington Investments
California
$410K -$2.95K -30 -0.7%
HCM
2446
Hutner Capital Management
Vermont
$410K +$419K +4,264 New
FNC
2447
First National Corp
Massachusetts
$409K -$14.8K -151 -4%
NVIM
2448
New Vernon Investment Management
Illinois
$409K – – –
PC
2449
Permit Capital
Pennsylvania
$408K – – –
DAM
2450
Deltec Asset Management
New York
$407K – – –
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