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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1851
Capital Advisors Ltd
Ohio
$82K – – –
AIS
1852
Accurate Investment Solutions
Pennsylvania
$79K +$10.3K +176 +15%
PWM
1853
Perigon Wealth Management
California
$78K +$88.2K +1,511 New
FMA
1854
FNY Managed Accounts
New York
$77.2K +$76.2K +1,304 New
PFO
1855
Pathstone Family Office
New Jersey
$77K +$75.2K +1,287 New
MSFP
1856
Mark Sheptoff Financial Planning
Connecticut
$75K -$14.3K -244 -16%
AOWM
1857
Alpha Omega Wealth Management
Virginia
$75K +$13.1K +224 +22%
TCCM
1858
Timber Creek Capital Management
Massachusetts
$72K -$11.7K -200 -14%
LWA
1859
Lenox Wealth Advisors
New York
$71K -$15.7K -268 -18%
WAS
1860
Winch Advisory Services
Wisconsin
$69K +$28.5K +488 +73%
RPG
1861
Risk Paradigm Group
Texas
$66K – – –
AA
1862
AlphaMark Advisors
Kentucky
$63K – – –
AAC
1863
Asset Advisors Corp
Georgia
$61K -$87.6K -1,500 -59%
AP
1864
Advisors Preferred
Maryland
$60K +$13.8K +236 +30%
NC
1865
NewSquare Capital
Pennsylvania
$60K +$26.2K +449 +80%
BC
1866
Blackhill Capital
New Jersey
$59K – – –
CGH
1867
Cleary Gull Holdings
Wisconsin
$56K +$5.84K +100 +12%
KLI
1868
Kelman-Lazarov Inc
Tennessee
$55K +$54K +925 New
SCA
1869
Stuart Chaussee & Associates
California
$54K +$30.7K +525 +128%
TWMP
1870
Taylor Wealth Management Partners
Massachusetts
$53K -$23.4K -400 -31%
OAJ
1871
Ogorek Anthony Joseph
New York
$51K – – –
TSU
1872
TD Securities (USA)
New York
$49K +$117 +2 +0.2%
AWMS
1873
Advocacy Wealth Management Services
Georgia
$48K -$2.45K -42 -5%
PCP
1874
Proficio Capital Partners
Massachusetts
$47K +$1.11K +19 +2%
TJHA
1875
Thomas J. Herzfeld Advisors
Florida
$45K +$44.3K +759 New
73 74
75
76 77