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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1651
Nadler Financial Group
Illinois
$260K -$10.5K -178 -4%
USGIU
1652
U.S. Global Investors (USGI)
Texas
$260K – – –
ORI
1653
Oak Ridge Investments
Illinois
$260K +$1.01K +17 +0.4%
FC
1654
Financial Consulate
Maryland
$259K -$34.9K -590 -12%
IC
1655
Intersect Capital
California
$259K -$3.49K -59 -1%
SFI
1656
SPC Financial Inc
Maryland
$257K -$103K -1,746 -29%
UAS
1657
United Asset Strategies
New York
$257K -$28.8K -486 -11%
TCM
1658
Towercrest Capital Management
Pennsylvania
$257K +$241K +4,067 New
IIC
1659
Ironwood Investment Counsel
Arizona
$255K -$20.8K -352 -8%
ARMC
1660
American Research & Management Company
Massachusetts
$254K – – –
CAG
1661
Crestwood Advisors Group
Massachusetts
$253K -$36.1K -610 -13%
VWM
1662
Vector Wealth Management
Minnesota
$252K +$18.1K +305 +8%
GWA
1663
Genesis Wealth Advisors
Massachusetts
$250K -$5.92K -100 -2%
FCIM
1664
Fairview Capital Investment Management
California
$247K -$9.36K -158 -4%
DIP
1665
DT Investment Partners
Pennsylvania
$247K – – –
RSVP
1666
Ramsay Stattman Vela & Price
Colorado
$247K – – –
NGA
1667
Naples Global Advisors
Florida
$247K +$21.7K +366 +10%
RWM
1668
Rench Wealth Management
Texas
$245K +$415 +7 +0.2%
BRWM
1669
B. Riley Wealth Management
Tennessee
$244K +$59.3K +1,001 +33%
DFIM
1670
Detwiler Fenton Investment Management
Massachusetts
$244K +$239K +4,034 New
AFG
1671
Albion Financial Group
Utah
$243K – – –
SFWA
1672
Summit Financial Wealth Advisors
Louisiana
$241K +$12.7K +214 +6%
BWA
1673
Burt Wealth Advisors
Maryland
$240K +$59 +1 +0%
NEPPG
1674
New England Professional Planning Group
Rhode Island
$240K +$221K +3,737 New
RCM
1675
Reynolds Capital Management
Nevada
$236K -$136K -2,300 -37%
65 66
67
68 69