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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1851
Proficio Capital Partners
Massachusetts
$90K +$38.3K +613 +78%
TJHA
1852
Thomas J. Herzfeld Advisors
Florida
$90K +$42.8K +686 +90%
TFO
1853
Tarbox Family Office
California
$88K -$375 -6 -0.4%
RFWA
1854
RPg Family Wealth Advisory
Massachusetts
$83.3K -$15.6K -249 -16%
MSFP
1855
Mark Sheptoff Financial Planning
Connecticut
$83K +$3.62K +58 +5%
ACM
1856
Americafirst Capital Management
California
$81.8K +$82.3K +1,317 New
PWM
1857
Perigon Wealth Management
California
$81K -$12.5K -200 -13%
CAL
1858
Capital Advisors Ltd
Ohio
$80K -$5.31K -85 -6%
SGAM
1859
Smith Group Asset Management
Texas
$78K -$34.7K -556 -31%
AOWM
1860
Alpha Omega Wealth Management
Virginia
$78K – – –
AAC
1861
Asset Advisors Corp
Georgia
$77K +$12.5K +200 +19%
LWA
1862
Lenox Wealth Advisors
New York
$75K – – –
TCCM
1863
Timber Creek Capital Management
Massachusetts
$75K – – –
WAS
1864
Winch Advisory Services
Wisconsin
$75K +$2.87K +46 +4%
CFA
1865
Camarda Financial Advisors
Florida
$72K +$47.5K +761 +189%
RPG
1866
Risk Paradigm Group
Texas
$69.2K – – –
AA
1867
AlphaMark Advisors
Kentucky
$66K – – –
MUS
1868
Mitsubishi UFJ Securities
Japan
$64K +$64.3K +1,030 New
BC
1869
Blackhill Capital
New Jersey
$62K – – –
TIM
1870
Tortoise Investment Management
New York
$58K -$55.1K -882 -49%
SCA
1871
Stuart Chaussee & Associates
California
$57K – – –
KLI
1872
Kelman-Lazarov Inc
Tennessee
$56.7K – – –
NC
1873
NewSquare Capital
Pennsylvania
$56K -$7.25K -116 -11%
TWMP
1874
Taylor Wealth Management Partners
Massachusetts
$56K – – –
OAJ
1875
Ogorek Anthony Joseph
New York
$53K – – –
73 74
75
76 77