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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1676
GW Henssler & Associates
Georgia
$290K +$280K +4,286 New
FWM
1677
Focused Wealth Management
New York
$288K -$6.46K -99 -2%
SFI
1678
SPC Financial Inc
Maryland
$288K – – –
IWC
1679
Integrated Wealth Counsel
California
$286K -$56.8K -870 -17%
BL
1680
Balentine LLC
Georgia
$283K -$11.8K -181 -4%
GWA
1681
Genesis Wealth Advisors
Massachusetts
$282K – – –
BAM
1682
Bruderman Asset Management
New York
$282K +$27.7K +425 +11%
PSC
1683
Prentiss Smith & Co
Vermont
$281K -$245K -3,755 -48%
MA
1684
Marshwinds Advisory
Georgia
$280K -$55K -842 -17%
HIC
1685
Hartline Investment Corp
Illinois
$279K +$269K +4,114 New
RWM
1686
Rench Wealth Management
Texas
$278K +$3.85K +59 +1%
SAM
1687
SignalPoint Asset Management
Missouri
$277K – – –
SNBOSD
1688
Security National Bank of So Dak
Iowa
$276K -$49.4K -757 -16%
RSVP
1689
Ramsay Stattman Vela & Price
Colorado
$276K – – –
TCM
1690
Towercrest Capital Management
Pennsylvania
$276K – – –
FAM
1691
Formidable Asset Management
Ohio
$275K – – –
DAM
1692
Doheny Asset Management
California
$275K +$265K +4,052 New
IC
1693
Intersect Capital
California
$272K -$5.09K -78 -2%
WG
1694
Welch Group
Alabama
$272K -$4.31K -66 -2%
AFG
1695
Albion Financial Group
Utah
$272K – – –
MWM
1696
Mission Wealth Management
California
$270K +$291K +4,459 New
PFA
1697
Pure Financial Advisors
California
$269K -$33.2K -508 -11%
BWA
1698
Burt Wealth Advisors
Maryland
$269K +$65 +1 +0%
HPBT
1699
High Point Bank & Trust
North Carolina
$268K +$19.6K +300 +8%
GC
1700
Gratry & Company
Ohio
$267K +$258K +3,945 New
66 67
68
69 70