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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TG
2451
TLP Group
Illinois
$229K -$112K -1,052 -32%
BFIC
2452
Bedell Frazier Investment Counselling
California
$229K +$7.67K +72 +3%
NFG
2453
Nations Financial Group
Iowa
$229K +$12.3K +115 +5%
MSFP
2454
Mark Sheptoff Financial Planning
Connecticut
$228K +$320 +3 +0.1%
ADMI
2455
Albert D. Mason Inc
Massachusetts
$227K -$1.81K -17 -0.7%
MFG
2456
Merit Financial Group
Georgia
$227K +$1.71K +16 +0.6%
TFO
2457
Tarbox Family Office
California
$226K -$18.8K -176 -7%
SRCM
2458
Swift Run Capital Management
Virginia
$226K – – –
HCA
2459
Heck Capital Advisors
Wisconsin
$226K -$5.43K -51 -2%
MCM
2460
McRae Capital Management
New Jersey
$225K -$36.8K -345 -13%
WA
2461
Winfield Associates
Ohio
$223K – – –
PHK
2462
Point72 Hong Kong
Hong Kong
$222K +$242K +2,276 New
SAM
2463
Summit Asset Management
Tennessee
$220K -$2.66K -25 -1%
RHJA
2464
Rice Hall James & Associates
California
$220K +$20.4K +191 +9%
SFWC
2465
Strategic Family Wealth Counselors
New Jersey
$219K +$238K +2,238 New
VCP
2466
Vista Capital Partners
Oregon
$218K -$18.3K -172 -7%
LIM
2467
Lathrop Investment Management
Arkansas
$217K -$14.9K -140 -6%
EFL
2468
ERn Financial LLC
Wisconsin
$217K +$237K +2,224 New
TA
2469
Trellis Advisors
Washington
$213K -$11.4K -107 -5%
VIMU
2470
Veritas Investment Management (UK)
United Kingdom
$213K -$6.39K -60 -3%
ACA
2471
Aptus Capital Advisors
Alabama
$211K +$230K +2,162 New
CA
2472
Capital Advantage
California
$210K +$2.56K +24 +1%
SAA
2473
Southeast Asset Advisors
Georgia
$209K +$426 +4 +0.2%
KIM
2474
Karpus Investment Management
New York
$206K – – –
LFS
2475
Legacy Financial Strategies
Kansas
$205K +$224K +2,105 New
97 98
99
100 101