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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2426
Ignite Planners
California
$907K +$43.5K +351 +5%
CWA
2427
Clearview Wealth Advisors
Oregon
$903K +$12.3K +99 +1%
PG
2428
Proffitt & Goodson
Tennessee
$903K +$68.3K +551 +7%
GCM
2429
GoodHaven Capital Management
New Jersey
$901K – – –
RB
2430
Renasant Bank
Mississippi
$900K -$68.8K -555 -6%
TWA
2431
TPB Wealth Advisors
Texas
$897K +$54.6K +441 +6%
HIIFS
2432
Harel Insurance Investments & Financial Services
Israel
$895K -$69M -556,513 -99%
FH
2433
FWG Holdings
Florida
$895K -$20.1K -162 -2%
RG
2434
Renaissance Group
Kentucky
$894K +$17.2K +139 +2%
EAM
2435
Evanson Asset Management
California
$893K -$289K -2,333 -23%
HIM
2436
Hotaling Investment Management
Pennsylvania
$891K +$56.9K +459 +6%
VCM
2437
Viewpoint Capital Management
Washington
$890K -$3.1K -25 -0.3%
GPA
2438
Garrison Point Advisors
California
$890K – – –
DA
2439
Denali Advisors
California
$890K +$99.1K +800 +11%
SFP
2440
Sweet Financial Partners
Minnesota
$888K +$286K +2,308 +41%
OBGC
2441
O'Brien Greene & Co
Pennsylvania
$887K -$1.36K -11 -0.1%
AMC
2442
Asset Management Corp
Illinois
$884K -$50.7K -409 -5%
IIM
2443
Ironwood Investment Management
Massachusetts
$884K – – –
PK
2444
Pflug Koory
Nebraska
$882K – – –
PC
2445
Port Capital
Illinois
$882K +$13.3K +107 +1%
PFS
2446
Physicians Financial Services
North Carolina
$881K +$24.8K +200 +3%
GIM
2447
Guild Investment Management
California
$880K +$607K +4,903 +179%
HCC
2448
Hirtle Callaghan & Co
Pennsylvania
$877K +$244K +1,973 +34%
FSG
2449
Financial Strategies Group
Michigan
$875K +$281K +2,272 +41%
AC
2450
ASB Consultores
Florida
$872K +$30.9K +249 +3%
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