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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1751
High Point Bank & Trust
North Carolina
$240K – – –
CP
1752
Camelot Portfolios
Ohio
$240K +$4.55K +78 +2%
VC
1753
Vicus Capital
Pennsylvania
$239K +$36.2K +620 +18%
AFG
1754
Albion Financial Group
Utah
$238K – – –
SNBOSD
1755
Security National Bank of So Dak
Iowa
$237K -$3.85K -66 -2%
ACM
1756
Alethea Capital Management
Washington
$237K -$1.52K -26 -0.6%
IWC
1757
Integrated Wealth Counsel
California
$237K – – –
WCM
1758
Westend Capital Management
California
$237K +$234K +4,000 New
BFG
1759
Beacon Financial Group
Texas
$236K +$45.1K +773 +24%
DAM
1760
Doheny Asset Management
California
$234K – – –
TGI
1761
Tradewinds Global Investors
California
$233K -$3.39K -58 -1%
FC
1762
Financial Consulate
Maryland
$233K – – –
HF
1763
Hoxton Financial
West Virginia
$232K +$86.4K +1,480 +61%
HF
1764
HRT Financial
New York
$231K +$3.39K +58 +2%
HBWM
1765
Hollow Brook Wealth Management
New York
$231K +$228K +3,901 New
WA
1766
WealthTrust Axiom
Pennsylvania
$230K +$17.5K +300 +8%
IWA
1767
Intercontinental Wealth Advisors
Texas
$229K -$4.09K -70 -2%
BWM
1768
Baystate Wealth Management
Massachusetts
$229K +$16.8K +288 +8%
SHWM
1769
Smith & Howard Wealth Management
Georgia
$228K +$13.5K +232 +6%
SCM
1770
Summit Capital Management
Washington
$227K +$29.2K +500 +15%
FCMC
1771
Founders Capital Management (Connecticut)
Connecticut
$226K +$1.52K +26 +0.7%
CAM
1772
Concorde Asset Management
Michigan
$226K +$11.9K +203 +6%
DE
1773
Day & Ennis
Georgia
$224K – – –
SFI
1774
SPC Financial Inc
Maryland
$223K – – –
FGP
1775
Foyston, Gordon, & Payne
Ontario, Canada
$222K – – –
69 70
71
72 73