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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1676
Security National Bank of So Dak
Iowa
$276K -$49.4K -757 -16%
RSVP
1677
Ramsay Stattman Vela & Price
Colorado
$276K – – –
TCM
1678
Towercrest Capital Management
Pennsylvania
$276K – – –
FAM
1679
Formidable Asset Management
Ohio
$275K – – –
DAM
1680
Doheny Asset Management
California
$275K +$265K +4,052 New
IC
1681
Intersect Capital
California
$272K -$5.09K -78 -2%
WG
1682
Welch Group
Alabama
$272K -$4.31K -66 -2%
AFG
1683
Albion Financial Group
Utah
$272K – – –
MWM
1684
Mission Wealth Management
California
$270K +$291K +4,459 New
PFA
1685
Pure Financial Advisors
California
$269K -$33.2K -508 -11%
BWA
1686
Burt Wealth Advisors
Maryland
$269K +$65 +1 +0%
HPBT
1687
High Point Bank & Trust
North Carolina
$268K +$19.6K +300 +8%
GC
1688
Gratry & Company
Ohio
$267K +$258K +3,945 New
LCOV
1689
London Company of Virginia
Virginia
$264K -$321K -4,916 -56%
PGA
1690
Portland Global Advisors
Maine
$263K -$157K -2,403 -38%
NGA
1691
Naples Global Advisors
Florida
$263K -$13.1K -200 -5%
CAM
1692
Centre Asset Management
New York
$263K – – –
AI
1693
Accredited Investors
Minnesota
$262K +$522 +8 +0.2%
HF
1694
HRT Financial
New York
$261K – – –
CAG
1695
Crestwood Advisors Group
Massachusetts
$260K -$22K -337 -8%
BFPW
1696
BOK Financial Private Wealth
Colorado
$259K +$1.76K +27 +0.7%
AWM
1697
Affinity Wealth Management
Delaware
$259K +$250K +3,834 New
TC
1698
Telemus Capital
Michigan
$258K -$89.2K -1,366 -26%
IIC
1699
Ironwood Investment Counsel
Arizona
$258K -$26K -398 -9%
FCMC
1700
Founders Capital Management (Connecticut)
Connecticut
$258K -$3.07K -47 -1%
66 67
68
69 70