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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1651
Tarbox Family Office
California
$83K +$5.61K +96 +7%
PFO
1652
Pathstone Family Office
New Jersey
$82K +$79.6K +1,362 New
CFSG
1653
Community Financial Services Group
Vermont
$80K +$43K +735 +123%
PCC
1654
Park Circle Company
Maryland
$78K – – –
VCM
1655
Vigilant Capital Management
Maine
$77K -$39.8K -681 -35%
AAC
1656
Asset Advisors Corp
Georgia
$74K -$28.2K -483 -28%
TCCM
1657
Timber Creek Capital Management
Massachusetts
$73K – – –
AIM
1658
Acuity Investment Management
Ontario, Canada
$66K -$35.1K -600 -35%
AA
1659
AlphaMark Advisors
Kentucky
$65K – – –
MUMSS
1660
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64K +$22.2K +380 +55%
SGC
1661
South Georgia Capital
Illinois
$62K -$117K -2,000 -66%
FWC
1662
First Washington Corp
Washington
$61K – – –
FNYS
1663
First New York Securities
New York
$60.2K +$58.5K +1,000 New
MSFP
1664
Mark Sheptoff Financial Planning
Connecticut
$60K – – –
WCM
1665
Wealthcare Capital Management
Virginia
$54K +$9.82K +168 +23%
TFA
1666
Transamerica Financial Advisors
Florida
$52K +$11.7K +201 +31%
CFN
1667
Cordasco Financial Network
Florida
$47K – – –
SA
1668
SRH Advisors
Kansas
$45K – – –
TIM
1669
Tortoise Investment Management
New York
$42K -$1.17K -20 -3%
WAS
1670
Winch Advisory Services
Wisconsin
$39K +$234 +4 +0.6%
AFS
1671
Aft Forsyth & Sober
Florida
$32K – – –
PIM
1672
Parasol Investment Management
Illinois
$32K – – –
DOA
1673
D'Orazio & Associates
Virginia
$29K – – –
NC
1674
NewSquare Capital
Pennsylvania
$29K – – –
AWM
1675
Avior Wealth Management
Nebraska
$27K – – –
65 66
67
68 69