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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1651
GW Henssler & Associates
Georgia
$202K +$189K +3,447 New
SAM
1652
Summit Asset Management
Tennessee
$202K +$189K +3,450 New
CFSG
1653
Community Financial Services Group
Vermont
$201K -$6.03K -110 -3%
B
1654
Bellecapital
Switzerland
$200K +$187K +3,417 New
SWA
1655
SFMG Wealth Advisors
Texas
$200K +$187K +3,418 New
BWG
1656
Beta Wealth Group
California
$200K +$187K +3,421 New
VIMU
1657
Veritas Investment Management (UK)
United Kingdom
$198K
PLFAM
1658
Pineno Levin & Ford Asset Management
Virginia
$189K
BFEC
1659
Benjamin F. Edwards & Company
Missouri
$189K +$121K +2,216 +219%
AA
1660
Apriem Advisors
California
$182K +$1.15K +21 +0.7%
JFA
1661
JNBA Financial Advisors
Minnesota
$171K +$82.2K +1,500 +105%
USGIU
1662
U.S. Global Investors (USGI)
Texas
$164K -$164K -3,000 -52%
UGIF
1663
US Global Investors Funds
Maine
$164K +$153K +2,800 New
LIM
1664
Longfellow Investment Management
Massachusetts
$157K
HPBT
1665
High Point Bank & Trust
North Carolina
$156K
SC
1666
Saturna Capital
Washington
$154K
VIA
1667
Vantage Investment Advisors
Pennsylvania
$151K +$141K +2,579 New
RC
1668
Riversville Capital
Connecticut
$147K +$30.5K +557 +29%
MAS
1669
Madden Advisory Services
Florida
$137K
SFPIA
1670
Stevens First Principles Investment Advisors
California
$135K +$126K +2,300 New
AA
1671
AlphaMark Advisors
Kentucky
$131K +$9.31K +170 +8%
BBPWM
1672
Blue Bell Private Wealth Management
Pennsylvania
$125K +$117K +2,130 New
TCM
1673
Tradewinds Capital Management
Washington
$121K +$114K +2,072 New
PFA
1674
Paradigm Financial Advisors
Missouri
$117K +$110K +2,004 New
CI Investments Inc
1675
CI Investments Inc
Ontario, Canada
$115K +$11.5K +210 +12%