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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1751
Croft-Leominster
Maryland
$254K -$28.1K -450 -10%
TCM
1752
Towercrest Capital Management
Pennsylvania
$253K – – –
HPBT
1753
High Point Bank & Trust
North Carolina
$252K – – –
VC
1754
Vicus Capital
Pennsylvania
$252K +$1.31K +21 +0.5%
PSC
1755
Prentiss Smith & Co
Vermont
$251K -$29.9K -478 -11%
TGI
1756
Tradewinds Global Investors
California
$250K +$6.18K +99 +3%
IWC
1757
Integrated Wealth Counsel
California
$249K – – –
SNBOSD
1758
Security National Bank of So Dak
Iowa
$249K – – –
HCM
1759
Harvey Capital Management
Florida
$248K -$312K -5,000 -56%
FC
1760
Financial Consulate
Maryland
$248K +$4K +64 +2%
EA
1761
Elm Advisors
California
$248K +$249K +3,993 New
HIS
1762
Horizon Investment Services
Indiana
$247K +$21.7K +348 +10%
WCF
1763
West Coast Financial
California
$247K +$248K +3,969 New
MWM
1764
Modera Wealth Management
New Jersey
$245K +$247K +3,947 New
SS
1765
Simplicity Solutions
Minnesota
$244K +$17.9K +286 +8%
HF
1766
HRT Financial
New York
$243K – – –
WA
1767
WealthTrust Axiom
Pennsylvania
$242K – – –
QC
1768
QCM Cayman
Texas
$242K +$244K +3,900 New
BWM
1769
Baystate Wealth Management
Massachusetts
$239K -$1.81K -29 -0.7%
IWA
1770
Intercontinental Wealth Advisors
Texas
$239K -$812 -13 -0.3%
DWM
1771
Darwin Wealth Management
Florida
$239K +$240K +3,850 New
FCMC
1772
Founders Capital Management (Connecticut)
Connecticut
$238K +$1.44K +23 +0.6%
CRIG
1773
Charter Research & Investment Group
Connecticut
$236K -$75K -1,200 -24%
NEPPG
1774
New England Professional Planning Group
Rhode Island
$236K – – –
DE
1775
Day & Ennis
Georgia
$235K – – –
69 70
71
72 73