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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2451
Financial Management Professionals
Texas
$242K – – –
RFWA
2452
RPg Family Wealth Advisory
Massachusetts
$242K -$23.2K -225 -9%
MSFP
2453
Mark Sheptoff Financial Planning
Connecticut
$240K +$4.22K +41 +2%
EFL
2454
ERn Financial LLC
Wisconsin
$239K -$14K -136 -6%
BFIC
2455
Bedell Frazier Investment Counselling
California
$237K – – –
FA
2456
Financial Advisors
Massachusetts
$236K -$3.4K -33 -1%
TFO
2457
Tarbox Family Office
California
$235K – – –
SIA
2458
Strategic Investment Advisors
Michigan
$235K +$24.1K +234 +11%
AA
2459
AlphaMark Advisors
Kentucky
$235K +$117K +1,137 +96%
FNC
2460
First National Corp
Massachusetts
$234K -$36.2K -351 -13%
WCWM
2461
Willow Creek Wealth Management
California
$234K -$5.25K -51 -2%
SRCM
2462
Swift Run Capital Management
Virginia
$234K – – –
MS
2463
Mizuho Securities
Japan
$233K +$134K +1,300 +130%
RHJA
2464
Rice Hall James & Associates
California
$228K – – –
SAM
2465
Summit Asset Management
Tennessee
$228K – – –
BCM
2466
Baltimore Capital Management
Maryland
$228K +$232K +2,250 New
SFWC
2467
Strategic Family Wealth Counselors
New Jersey
$227K +$618 +6 +0.3%
TA
2468
Trellis Advisors
Washington
$227K +$5.56K +54 +2%
VCP
2469
Vista Capital Partners
Oregon
$226K – – –
LIM
2470
Lathrop Investment Management
Arkansas
$225K – – –
KIM
2471
Karpus Investment Management
New York
$222K – – –
TFGT
2472
TS Financial Group (TSFG)
Illinois
$222K +$226K +2,197 New
VIMU
2473
Veritas Investment Management (UK)
United Kingdom
$221K – – –
SL
2474
Summitry LLC
California
$221K +$225K +2,185 New
SAA
2475
Southeast Asset Advisors
Georgia
$219K +$2.47K +24 +1%
97 98
99
100 101