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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
2976
World Investment Advisors
California
$354K -$6.44K -52 -2%
OKSA
2977
O'Keefe Stevens Advisory
New York
$354K +$18K +145 +5%
BWM
2978
BCS Wealth Management
Tennessee
$353K +$389K +3,137 New
PP
2979
Patron Partners
Texas
$352K -$69.3K -559 -15%
GAMC
2980
Garner Asset Management Corp
Texas
$352K +$100K +810 +35%
IIM
2981
InTrack Investment Management
Vermont
$350K -$423K -3,418 -52%
SCM
2982
Stonehearth Capital Management
Massachusetts
$350K -$81.2K -655 -18%
WCM
2983
Washburn Capital Management
Florida
$350K -$6.2K -50 -2%
ACM
2984
Alethea Capital Management
Washington
$349K -$576K -4,649 -60%
Financial Engines Advisors
2985
Financial Engines Advisors
California
$348K +$26.4K +213 +7%
RP
2986
Riverwater Partners
Wisconsin
$348K +$383K +3,094 New
VCP
2987
Vista Capital Partners
Oregon
$347K -$93K -751 -20%
JLBC
2988
J.L. Bainbridge & Co
Florida
$347K +$6.2K +50 +2%
HA
2989
Hofer & Associates
California
$347K +$33K +266 +9%
WBCM
2990
Wilson & Boucher Capital Management
California
$346K -$4.34K -35 -1%
CCMW
2991
Cypress Capital Management (Wyoming)
Wyoming
$346K – – –
BWM
2992
BT Wealth Management
Georgia
$345K -$75.8K -612 -17%
IAG
2993
Investmark Advisory Group
Connecticut
$345K +$1.61K +13 +0.4%
PDM
2994
Penn Davis McFarland
Texas
$345K +$4.96K +40 +1%
HS
2995
Horan Securities
United States
$345K +$30.2K +244 +9%
RPG
2996
Resource Planning Group
Georgia
$344K -$25.2K -203 -6%
KOC
2997
Koss-Olinger Consulting
Florida
$344K +$15.4K +124 +4%
CRIG
2998
Charter Research & Investment Group
Connecticut
$343K -$372 -3 -0.1%
MWP
2999
Meridian Wealth Partners
Pennsylvania
$343K +$182K +1,472 +93%
GWM
3000
Gitterman Wealth Management
New Jersey
$342K -$124K -1,000 -25%