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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
F
1751
FolioMetrix
Nebraska
$102K +$113K +1,885 New
HCP
1752
Holt Capital Partners
Texas
$101K +$97.5K +1,620 New
P
1753
Palladiem
Pennsylvania
$94K +$90.3K +1,500 New
PIA
1754
Piedmont Investment Advisors
North Carolina
$92.6K -$5.39M -89,531 -98%
LWA
1755
Lenox Wealth Advisors
New York
$89K -$15.8K -262 -16%
CFSG
1756
Community Financial Services Group
Vermont
$89K +$5.36K +89 +7%
CAL
1757
Capital Advisors Ltd
Ohio
$86K +$4.75K +79 +6%
TFO
1758
Tarbox Family Office
California
$84K -$2.23K -37 -3%
PCC
1759
Park Circle Company
Maryland
$81K – – –
ICM
1760
Ionic Capital Management
New York
$81K +$78.2K +1,300 New
VCM
1761
Vigilant Capital Management
Maine
$80K – – –
CFA
1762
Camarda Financial Advisors
Florida
$78K +$72.2K +1,200 +2,791%
TCCM
1763
Timber Creek Capital Management
Massachusetts
$77K – – –
TCM
1764
Tradewinds Capital Management
Washington
$75K -$26.2K -436 -27%
MSFP
1765
Mark Sheptoff Financial Planning
Connecticut
$69K +$6.62K +110 +11%
IMS
1766
Index Management Solutions
Pennsylvania
$68K -$219K -3,645 -77%
AA
1767
AlphaMark Advisors
Kentucky
$67K -$1.02K -17 -2%
AAC
1768
Asset Advisors Corp
Georgia
$65K -$12K -200 -16%
SGC
1769
South Georgia Capital
Illinois
$65K – – –
FWC
1770
First Washington Corp
Washington
$63K – – –
FNYS
1771
First New York Securities
New York
$62.6K – – –
FMA
1772
FNY Managed Accounts
New York
$62.6K +$60.2K +1,000 New
S
1773
SignatureFD
Georgia
$55K +$40.1K +667 +318%
TFA
1774
Transamerica Financial Advisors
Florida
$54K – – –
CFN
1775
Cordasco Financial Network
Florida
$49K – – –
69 70
71
72 73