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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1751
Rench Wealth Management
Texas
$258K +$500 +8 +0.2%
BWA
1752
Burt Wealth Advisors
Maryland
$257K -$2.31K -37 -0.9%
HIC
1753
Hartline Investment Corp
Illinois
$256K – – –
IIM
1754
Ironwood Investment Management
Massachusetts
$256K – – –
NED
1755
Nancy E. Dempze
$255K – – –
ACM
1756
Alta Capital Management
Utah
$254K -$59.3K -950 -19%
CL
1757
Croft-Leominster
Maryland
$254K -$28.1K -450 -10%
TCM
1758
Towercrest Capital Management
Pennsylvania
$253K – – –
HPBT
1759
High Point Bank & Trust
North Carolina
$252K – – –
VC
1760
Vicus Capital
Pennsylvania
$252K +$1.31K +21 +0.5%
PSC
1761
Prentiss Smith & Co
Vermont
$251K -$29.9K -478 -11%
TGI
1762
Tradewinds Global Investors
California
$250K +$6.18K +99 +3%
IWC
1763
Integrated Wealth Counsel
California
$249K – – –
SNBOSD
1764
Security National Bank of So Dak
Iowa
$249K – – –
HCM
1765
Harvey Capital Management
Florida
$248K -$312K -5,000 -56%
FC
1766
Financial Consulate
Maryland
$248K +$4K +64 +2%
EA
1767
Elm Advisors
California
$248K +$249K +3,993 New
HIS
1768
Horizon Investment Services
Indiana
$247K +$21.7K +348 +10%
WCF
1769
West Coast Financial
California
$247K +$248K +3,969 New
MWM
1770
Modera Wealth Management
New Jersey
$245K +$247K +3,947 New
SS
1771
Simplicity Solutions
Minnesota
$244K +$17.9K +286 +8%
HF
1772
HRT Financial
New York
$243K – – –
WA
1773
WealthTrust Axiom
Pennsylvania
$242K – – –
QC
1774
QCM Cayman
Texas
$242K +$244K +3,900 New
BWM
1775
Baystate Wealth Management
Massachusetts
$239K -$1.81K -29 -0.7%
69 70
71
72 73