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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1776
Allworth Financial
California
$84K +$196 +3 +0.2%
TFO
1777
Tarbox Family Office
California
$82K +$720 +11 +0.8%
TWMP
1778
Taylor Wealth Management Partners
Massachusetts
$79K -$27.8K -425 -25%
PCC
1779
Park Circle Company
Maryland
$79K – – –
TDC
1780
Thompson Davis & Co
Virginia
$77K +$2.03K +31 +3%
LYV
1781
Live Your Vision
Pennsylvania
$76K +$82.1K +1,254 New
TCCM
1782
Timber Creek Capital Management
Massachusetts
$74K – – –
LFR
1783
Lehman Financial Resources
Pennsylvania
$73K +$23.4K +357 +42%
WA
1784
Winfield Associates
Ohio
$73K +$78.6K +1,200 New
GI
1785
Gradient Investments
Minnesota
$71K -$10.8K -165 -12%
VCM
1786
Vigilant Capital Management
Maine
$69K +$9.04K +138 +14%
AA
1787
AlphaMark Advisors
Kentucky
$65K – – –
MJP
1788
Michael J. Puzo
$64K +$655 +10 +1%
AAC
1789
Asset Advisors Corp
Georgia
$63K – – –
BC
1790
Blackhill Capital
New Jersey
$61K – – –
TFA
1791
Transamerica Financial Advisors
Florida
$58K -$65 -1 -0.1%
CGH
1792
Cleary Gull Holdings
Wisconsin
$52K +$26.2K +400 +89%
WCM
1793
Wealthcare Capital Management
Virginia
$51K -$5.89K -90 -10%
BCFS
1794
Butensky & Cohen Financial Security
Florida
$50K +$7.6K +116 +16%
CCS
1795
Crosspoint Capital Strategies
California
$48K -$138K -2,113 -73%
CFN
1796
Cordasco Financial Network
Florida
$48K – – –
WAS
1797
Winch Advisory Services
Wisconsin
$46K -$1.7M -25,916 -97%
IMS
1798
Index Management Solutions
Pennsylvania
$46K +$2.1K +32 +4%
SA
1799
SRH Advisors
Kansas
$45K – – –
PO
1800
Private Ocean
California
$45K +$35.3K +539 +268%
70 71
72
73 74