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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1701
Howe & Rusling
New York
$306K +$51.5K +881 +21%
BAM
1702
Bruderman Asset Management
New York
$306K +$56.3K +964 +23%
BWP
1703
BSW Wealth Partners
Colorado
$305K -$16.3K -279 -5%
OWP
1704
Obermeyer Wealth Partners
Colorado
$304K -$116K -1,979 -28%
NFG
1705
Nadler Financial Group
Illinois
$304K -$1.52K -26 -0.5%
WA1
1706
Wimmer Associates 1
California
$303K -$58.8K -1,006 -16%
BRA
1707
Bender Robert & Associates
California
$303K -$3.8K -65 -1%
ACA
1708
Anchor Capital Advisors
Massachusetts
$301K -$53.9K -923 -15%
PCM
1709
Pointe Capital Management
Michigan
$301K – – –
WIA
1710
Westbourne Investment Advisors
Maryland
$301K – – –
EBSAM
1711
Eubel Brady & Suttman Asset Management
Ohio
$299K +$294K +5,041 New
ACM
1712
Alta Capital Management
Utah
$298K -$26.3K -450 -8%
HK
1713
Horizon Kinetics
New York
$298K +$293K +5,025 New
BHA
1714
Beech Hill Advisors
New York
$297K -$14.6K -250 -5%
CRIG
1715
Charter Research & Investment Group
Connecticut
$296K – – –
ZA
1716
Zazove Associates
Nevada
$296K – – –
CAG
1717
Crestwood Advisors Group
Massachusetts
$295K -$147K -2,525 -34%
PAG
1718
Pinnacle Advisory Group
Maryland
$295K +$291K +4,990 New
HPWM
1719
Highland Private Wealth Management
Washington
$295K +$292K +4,993 New
PCMC
1720
Paragon Capital Management (Colorado)
Colorado
$294K – – –
SWA
1721
SFMG Wealth Advisors
Texas
$293K -$39.7K -679 -12%
EAM
1722
Evanson Asset Management
California
$293K -$36.3K -622 -11%
BFA
1723
Beaumont Financial Advisors
Massachusetts
$292K -$47.6K -815 -14%
VIA
1724
Vantage Investment Advisors
Pennsylvania
$291K +$40.4K +692 +16%
PG
1725
Proffitt & Goodson
Tennessee
$288K +$13.4K +230 +5%
67 68
69
70 71