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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1851
Hoxton Financial
West Virginia
$161K – – –
SI
1852
Sentry Investments
Ontario, Canada
$158K +$3M +46,000 +2%
RFA
1853
Reilly Financial Advisors
California
$152K +$2.28K +35 +2%
CCS
1854
Crosspoint Capital Strategies
California
$151K +$104K +1,601 +202%
AF
1855
Allworth Financial
California
$150K +$58.8K +903 +66%
SC
1856
SRB Corp
Massachusetts
$143K -$16.6K -255 -11%
HTHT
1857
Hemenway Trust Hemenway Trust
New Hampshire
$135K +$2.73K +42 +2%
FPFS
1858
First Personal Financial Services
North Carolina
$132K +$94.1K +1,445 +260%
BBPWM
1859
Blue Bell Private Wealth Management
Pennsylvania
$131K – – –
PFS
1860
Physicians Financial Services
North Carolina
$131K +$129K +1,983 New
PCTC
1861
Perkins Coie Trust Company
Washington
$125K – – –
VCM
1862
Vigilant Capital Management
Maine
$122K +$45.8K +703 +62%
DPA
1863
Delphi Private Advisors
California
$122K +$120K +1,842 New
TCM
1864
Tradewinds Capital Management
Washington
$118K -$8.86K -136 -7%
TCM
1865
Tanaka Capital Management
New York
$114K – – –
JGIA
1866
Jackson Grant Investment Advisers
Connecticut
$105K +$104K +1,595 New
MWM
1867
MinichMacGregor Wealth Management
New York
$105K +$104K +1,602 New
HCM
1868
Horrell Capital Management
Arkansas
$104K – – –
GI
1869
Gradient Investments
Minnesota
$101K +$24.2K +371 +32%
MSFP
1870
Mark Sheptoff Financial Planning
Connecticut
$100K -$32K -491 -24%
LWA
1871
Lenox Wealth Advisors
New York
$97K -$29.3K -450 -23%
TCCM
1872
Timber Creek Capital Management
Massachusetts
$93K +$13K +200 +16%
CAL
1873
Capital Advisors Ltd
Ohio
$91K -$5.67K -87 -6%
TFO
1874
Tarbox Family Office
California
$91K +$1.95K +30 +2%
SGAM
1875
Smith Group Asset Management
Texas
$88K +$86.7K +1,331 New
73 74
75
76 77