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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1751
Burt Wealth Advisors
Maryland
$248K -$9.4K -161 -4%
HAIM
1752
Hunter Associates Investment Management
Pennsylvania
$248K +$6.19K +106 +3%
VAM
1753
Visionary Asset Management
Texas
$246K -$81.7K -1,399 -25%
RWM
1754
Rench Wealth Management
Texas
$246K -$28.6K -490 -11%
LCP
1755
Lombardia Capital Partners
California
$246K – – –
HIC
1756
Hartline Investment Corp
Illinois
$244K – – –
IIM
1757
Ironwood Investment Management
Massachusetts
$244K – – –
SIG
1758
Sky Investment Group
Connecticut
$243K -$42.9K -734 -15%
NED
1759
Nancy E. Dempze
$243K – – –
TCM
1760
Towercrest Capital Management
Pennsylvania
$241K – – –
HPBT
1761
High Point Bank & Trust
North Carolina
$240K – – –
CP
1762
Camelot Portfolios
Ohio
$240K +$4.55K +78 +2%
VC
1763
Vicus Capital
Pennsylvania
$239K +$36.2K +620 +18%
AFG
1764
Albion Financial Group
Utah
$238K – – –
SNBOSD
1765
Security National Bank of So Dak
Iowa
$237K -$3.85K -66 -2%
ACM
1766
Alethea Capital Management
Washington
$237K -$1.52K -26 -0.6%
IWC
1767
Integrated Wealth Counsel
California
$237K – – –
WCM
1768
Westend Capital Management
California
$237K +$234K +4,000 New
BFG
1769
Beacon Financial Group
Texas
$236K +$45.1K +773 +24%
DAM
1770
Doheny Asset Management
California
$234K – – –
TGI
1771
Tradewinds Global Investors
California
$233K -$3.39K -58 -1%
FC
1772
Financial Consulate
Maryland
$233K – – –
HF
1773
Hoxton Financial
West Virginia
$232K +$86.4K +1,480 +61%
HF
1774
HRT Financial
New York
$231K +$3.39K +58 +2%
HBWM
1775
Hollow Brook Wealth Management
New York
$231K +$228K +3,901 New
69 70
71
72 73