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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Affinity Wealth Management
Delaware
$237K +$3.8K +58 +2%
HF
1702
HRT Financial
New York
$235K – – –
IIC
1703
Ironwood Investment Counsel
Arizona
$232K +$65 +1 +0%
TFF
1704
The Family Firm
Maryland
$232K +$28K +428 +13%
GWS
1705
Glassman Wealth Services
Virginia
$231K – – –
PMAM
1706
Picton Mahoney Asset Management
Ontario, Canada
$231K +$249K +3,800 New
FCMC
1707
Founders Capital Management (Connecticut)
Connecticut
$230K -$3.08K -47 -1%
SFI
1708
SPC Financial Inc
Maryland
$229K -$32.7K -500 -12%
CC
1709
Cornerstone Capital
California
$226K – – –
PG
1710
Proffitt & Goodson
Tennessee
$226K +$243K +3,710 New
BFEC
1711
Benjamin F. Edwards & Company
Missouri
$225K -$294K -4,492 -55%
IC
1712
Intersect Capital
California
$224K -$22.9K -349 -9%
LOT
1713
Lombard Odier Transatlantic
Quebec, Canada
$223K -$1.08M -16,450 -82%
SS
1714
Simplicity Solutions
Minnesota
$223K -$141K -2,149 -37%
SFWA
1715
Summit Financial Wealth Advisors
Louisiana
$223K -$40.9K -625 -15%
VHAM
1716
Van Hulzen Asset Management
California
$223K – – –
MKC
1717
M. Kraus & Co
Vermont
$222K – – –
HPIA
1718
Hamilton Point Investment Advisors
North Carolina
$222K +$238K +3,640 New
BWM
1719
Baystate Wealth Management
Massachusetts
$221K +$44.2K +675 +23%
WA
1720
WealthTrust Axiom
Pennsylvania
$219K – – –
SHWM
1721
Smith & Howard Wealth Management
Georgia
$217K – – –
BBNB
1722
Baker Boyer National Bank
Washington
$216K -$50.9K -777 -18%
CYG
1723
Clean Yield Group
Vermont
$213K -$96.9K -1,480 -31%
CL
1724
Croft-Leominster
Maryland
$213K – – –
VAM
1725
Visionary Asset Management
Texas
$212K -$2.99M -45,702 -93%
67 68
69
70 71