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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1701
Financial Consulate
Maryland
$239K -$22.9K -350 -8%
WDA
1702
Wendell David Associates
New Hampshire
$238K -$148K -2,259 -37%
NGA
1703
Naples Global Advisors
Florida
$237K +$589 +9 +0.2%
AI
1704
Accredited Investors
Minnesota
$237K +$1.11K +17 +0.4%
AWM
1705
Affinity Wealth Management
Delaware
$237K +$3.8K +58 +2%
HF
1706
HRT Financial
New York
$235K – – –
IIC
1707
Ironwood Investment Counsel
Arizona
$232K +$65 +1 +0%
TFF
1708
The Family Firm
Maryland
$232K +$28K +428 +13%
GWS
1709
Glassman Wealth Services
Virginia
$231K – – –
PMAM
1710
Picton Mahoney Asset Management
Ontario, Canada
$231K +$249K +3,800 New
FCMC
1711
Founders Capital Management (Connecticut)
Connecticut
$230K -$3.08K -47 -1%
SFI
1712
SPC Financial Inc
Maryland
$229K -$32.7K -500 -12%
CC
1713
Cornerstone Capital
California
$226K – – –
PG
1714
Proffitt & Goodson
Tennessee
$226K +$243K +3,710 New
BFEC
1715
Benjamin F. Edwards & Company
Missouri
$225K -$294K -4,492 -55%
IC
1716
Intersect Capital
California
$224K -$22.9K -349 -9%
LOT
1717
Lombard Odier Transatlantic
Quebec, Canada
$223K -$1.08M -16,450 -82%
SS
1718
Simplicity Solutions
Minnesota
$223K -$141K -2,149 -37%
SFWA
1719
Summit Financial Wealth Advisors
Louisiana
$223K -$40.9K -625 -15%
VHAM
1720
Van Hulzen Asset Management
California
$223K – – –
MKC
1721
M. Kraus & Co
Vermont
$222K – – –
HPIA
1722
Hamilton Point Investment Advisors
North Carolina
$222K +$238K +3,640 New
BWM
1723
Baystate Wealth Management
Massachusetts
$221K +$44.2K +675 +23%
WA
1724
WealthTrust Axiom
Pennsylvania
$219K – – –
SHWM
1725
Smith & Howard Wealth Management
Georgia
$217K – – –
67 68
69
70 71