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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1801
Vigilant Capital Management
Maine
$68K
F
1802
FolioMetrix
Nebraska
$66K -$42.4K -650 -34%
TFA
1803
Transamerica Financial Advisors
Florida
$65K
WCM
1804
Wealthcare Capital Management
Virginia
$63K -$117K -1,789 -66%
LFR
1805
Lehman Financial Resources
Pennsylvania
$57K
CFN
1806
Cordasco Financial Network
Florida
$53K
SA
1807
SRH Advisors
Kansas
$50K
IMS
1808
Index Management Solutions
Pennsylvania
$49K +$42.1K +645 +827%
BCFS
1809
Butensky & Cohen Financial Security
Florida
$48K +$13.4K +205 +41%
AWM
1810
Avior Wealth Management
Nebraska
$45K -$4.9K -75 -10%
NC
1811
NewSquare Capital
Pennsylvania
$44K +$11.1K +170 +35%
NHFG
1812
New Harbor Financial Group
Massachusetts
$40K +$39K +597 New
UB
1813
UMB Bank
Missouri
$36.5K +$11.2M +171,862 +47%
AFS
1814
Aft Forsyth & Sober
Florida
$36K
IP
1815
Isthmus Partners
Wisconsin
$35K
FPFS
1816
First Personal Financial Services
North Carolina
$34K
DOA
1817
D'Orazio & Associates
Virginia
$33K
CP
1818
Corbenic Partners
Pennsylvania
$32K
CGH
1819
Cleary Gull Holdings
Wisconsin
$30K +$29.4K +450 New
Fiera Capital (Canada)
1820
Fiera Capital (Canada)
Quebec, Canada
$26.9K -$2.66M -40,712 -9%
IF
1821
Ironwood Financial
Arizona
$23K
TJHA
1822
Thomas J. Herzfeld Advisors
Florida
$22K
FNBOO
1823
First National Bank of Omaha
Nebraska
$21.4K
RPG
1824
Risk Paradigm Group
Texas
$20.3K
ECM
1825
Element Capital Management
New York
$20.3K +$19.6K +300 New