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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1651
Kurt F. Somerville
$294K -$16.7K -255 -5%
SCA
1652
Samson Capital Advisors
New York
$293K – – –
B
1653
Bellecapital
Switzerland
$288K – – –
KA
1654
Kovack Advisors
Florida
$287K +$308K +4,709 New
VWM
1655
Vector Wealth Management
Minnesota
$285K – – –
LI
1656
LVZ Inc
Michigan
$285K +$103K +1,580 +51%
ACS
1657
Archford Capital Strategies
Illinois
$284K -$9.56K -146 -3%
UAS
1658
United Asset Strategies
New York
$283K +$64.5K +984 +27%
LWM
1659
Lenox Wealth Management
Ohio
$281K +$2.03K +31 +0.7%
RP
1660
Reinhart Partners
Wisconsin
$279K -$24.4K -372 -8%
HAIM
1661
Hunter Associates Investment Management
Pennsylvania
$279K -$16.4K -250 -5%
CWA
1662
Constellation Wealth Advisors
New York
$273K -$9.82K -150 -3%
FGP
1663
Foyston, Gordon, & Payne
Ontario, Canada
$273K – – –
RSVP
1664
Ramsay Stattman Vela & Price
Colorado
$272K +$25.9K +395 +10%
SFS
1665
Summit Financial Strategies
Ohio
$271K -$302K -4,614 -51%
ARMC
1666
American Research & Management Company
Massachusetts
$271K – – –
IT
1667
Independence Trust
Tennessee
$270K -$352K -5,380 -55%
BOS
1668
Bingham Osborn & Scarborough
California
$268K – – –
CCA
1669
Conestoga Capital Advisors
Pennsylvania
$265K – – –
MA
1670
Marshwinds Advisory
Georgia
$265K +$13.7K +209 +5%
CP
1671
Camelot Portfolios
Ohio
$263K -$63.8K -974 -18%
ORI
1672
Oak Ridge Investments
Illinois
$263K +$458 +7 +0.2%
ACM
1673
Argentus Capital Management
Texas
$262K -$784K -11,971 -74%
RIA
1674
Regal Investment Advisors
Michigan
$259K +$66.5K +1,015 +31%
IWC
1675
Integrated Wealth Counsel
California
$257K – – –
65 66
67
68 69