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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
1676
Fusion Investment Group
Pennsylvania
$254K -$37.1K -566 -12%
BAM
1677
Bruderman Asset Management
New York
$254K +$786 +12 +0.3%
PSC
1678
Prentiss Smith & Co
Vermont
$253K – – –
BWA
1679
Burt Wealth Advisors
Maryland
$252K +$11.5K +176 +4%
HCMT
1680
Highland Capital Management (Texas)
Texas
$252K +$271K +4,140 New
HIC
1681
Hartline Investment Corp
Illinois
$251K – – –
IIM
1682
Ironwood Investment Management
Massachusetts
$251K +$26.2K +400 +11%
RWM
1683
Rench Wealth Management
Texas
$250K +$65 +1 +0%
TC
1684
Telemus Capital
Michigan
$249K +$18.1K +277 +7%
SNBOSD
1685
Security National Bank of So Dak
Iowa
$248K – – –
TCM
1686
Towercrest Capital Management
Pennsylvania
$248K – – –
FAM
1687
Formidable Asset Management
Ohio
$247K – – –
HPBT
1688
High Point Bank & Trust
North Carolina
$247K +$6.03K +92 +2%
AFG
1689
Albion Financial Group
Utah
$245K – – –
TGI
1690
Tradewinds Global Investors
California
$244K +$262K +3,998 New
PCM
1691
Pentwater Capital Management
Florida
$244K +$262K +4,000 New
DAM
1692
Doheny Asset Management
California
$241K -$6.55K -100 -2%
GC
1693
Gratry & Company
Ohio
$241K – – –
FWM
1694
Focused Wealth Management
New York
$240K -$19.9K -304 -7%
NEPPG
1695
New England Professional Planning Group
Rhode Island
$240K -$11.5K -175 -5%
VIA
1696
Vantage Investment Advisors
Pennsylvania
$240K +$59.5K +908 +30%
FC
1697
Financial Consulate
Maryland
$239K -$22.9K -350 -8%
WDA
1698
Wendell David Associates
New Hampshire
$238K -$148K -2,259 -37%
NGA
1699
Naples Global Advisors
Florida
$237K +$589 +9 +0.2%
AI
1700
Accredited Investors
Minnesota
$237K +$1.11K +17 +0.4%
66 67
68
69 70