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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1676
Holt Capital Partners
Texas
$91K – – –
TFO
1677
Tarbox Family Office
California
$86K -$149K -2,575 -64%
LWA
1678
Lenox Wealth Advisors
New York
$80K -$5.03K -87 -6%
HHMI
1679
Howard Hughes Medical Institute
Maryland
$77K -$5.72K -99 -7%
TCCM
1680
Timber Creek Capital Management
Massachusetts
$73K -$34.7K -600 -33%
GGPS
1681
Gary Goldberg Planning Services
New York
$65K +$116 +2 +0.2%
FWC
1682
First Washington Corp
Washington
$61K – – –
MSFP
1683
Mark Sheptoff Financial Planning
Connecticut
$61K +$57.8K +1,000 New
PFA
1684
Paradigm Financial Advisors
Missouri
$60K -$58.5K -1,013 -51%
HF
1685
Hoxton Financial
West Virginia
$56K -$242K -4,182 -82%
AAC
1686
Asset Advisors Corp
Georgia
$51K – – –
CFN
1687
Cordasco Financial Network
Florida
$48K – – –
AFIA
1688
America First Investment Advisors
Nebraska
$47K -$4.33K -75 -9%
SA
1689
SRH Advisors
Kansas
$45K – – –
WCM
1690
Wealthcare Capital Management
Virginia
$44K – – –
TFMS
1691
Trust & Fiduciary Management Services
Massachusetts
$43K +$6.13K +106 +18%
TIM
1692
Tortoise Investment Management
New York
$42K – – –
CFSG
1693
Community Financial Services Group
Vermont
$40K -$161K -2,784 -81%
AWM
1694
Avior Wealth Management
Nebraska
$39K +$37K +640 New
CRCP
1695
Copper Rock Capital Partners
Massachusetts
$36K – – –
AFS
1696
Aft Forsyth & Sober
Florida
$32K – – –
FNYS
1697
First New York Securities
New York
$30K +$58 +1 +0.2%
DOA
1698
D'Orazio & Associates
Virginia
$29K – – –
NC
1699
NewSquare Capital
Pennsylvania
$29K – – –
TCM
1700
TD Capital Management
Tennessee
$27K +$173 +3 +0.7%
66 67
68
69 70