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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1776
WealthTrust Axiom
Pennsylvania
$230K +$17.5K +300 +8%
IWA
1777
Intercontinental Wealth Advisors
Texas
$229K -$4.09K -70 -2%
BWM
1778
Baystate Wealth Management
Massachusetts
$229K +$16.8K +288 +8%
SHWM
1779
Smith & Howard Wealth Management
Georgia
$228K +$13.5K +232 +6%
SCM
1780
Summit Capital Management
Washington
$227K +$29.2K +500 +15%
FCMC
1781
Founders Capital Management (Connecticut)
Connecticut
$226K +$1.52K +26 +0.7%
CAM
1782
Concorde Asset Management
Michigan
$226K +$11.9K +203 +6%
DE
1783
Day & Ennis
Georgia
$224K – – –
SFI
1784
SPC Financial Inc
Maryland
$223K – – –
FGP
1785
Foyston, Gordon, & Payne
Ontario, Canada
$222K – – –
NEPPG
1786
New England Professional Planning Group
Rhode Island
$221K -$27.6K -472 -11%
CC
1787
Cornerstone Capital
California
$221K +$1.34K +23 +0.6%
EIA
1788
Edgemoor Investment Advisors
Maryland
$219K -$156K -2,676 -42%
CPS
1789
Counsel Portfolio Services
Ontario, Canada
$219K -$99.3K -1,700 -31%
SS
1790
Simplicity Solutions
Minnesota
$216K -$1.97M -33,682 -90%
HPIA
1791
Hamilton Point Investment Advisors
North Carolina
$216K – – –
HIS
1792
Horizon Investment Services
Indiana
$215K -$5.07M -86,800 -96%
MKC
1793
M. Kraus & Co
Vermont
$215K – – –
LSA
1794
L & S Advisors
California
$213K -$9.67M -165,659 -98%
FAM
1795
Formidable Asset Management
Ohio
$212K -$8.76K -150 -4%
C
1796
CFO4Life
Texas
$208K -$806K -13,799 -80%
FWP
1797
FAS Wealth Partners
Kansas
$208K +$14.8K +253 +8%
YMRC
1798
Yorktown Management & Research Company
Virginia
$207K -$1.34M -23,000 -87%
MTIM
1799
Marathon Trading Investment Management
Pennsylvania
$206K -$134K -2,300 -40%
TFF
1800
The Family Firm
Maryland
$206K -$14.9K -255 -7%
70 71
72
73 74