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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1851
Tradewinds Capital Management
Washington
$104K -$3.87K -62 -4%
HCM
1852
Horrell Capital Management
Arkansas
$97K – – –
RCM
1853
Riverhead Capital Management
Delaware
$96K -$49.2M -787,437 -100%
AIM
1854
Acrospire Investment Management
Illinois
$93K -$18.7K -300 -17%
AIS
1855
Accurate Investment Solutions
Pennsylvania
$93K +$10.3K +165 +12%
PFO
1856
Pathstone Family Office
New Jersey
$92K +$12.5K +200 +16%
PCP
1857
Proficio Capital Partners
Massachusetts
$90K +$38.3K +613 +78%
TJHA
1858
Thomas J. Herzfeld Advisors
Florida
$90K +$42.8K +686 +90%
TFO
1859
Tarbox Family Office
California
$88K -$375 -6 -0.4%
RFWA
1860
RPg Family Wealth Advisory
Massachusetts
$83.3K -$15.6K -249 -16%
MSFP
1861
Mark Sheptoff Financial Planning
Connecticut
$83K +$3.62K +58 +5%
ACM
1862
Americafirst Capital Management
California
$81.8K +$82.3K +1,317 New
PWM
1863
Perigon Wealth Management
California
$81K -$12.5K -200 -13%
CAL
1864
Capital Advisors Ltd
Ohio
$80K -$5.31K -85 -6%
SGAM
1865
Smith Group Asset Management
Texas
$78K -$34.7K -556 -31%
AOWM
1866
Alpha Omega Wealth Management
Virginia
$78K – – –
AAC
1867
Asset Advisors Corp
Georgia
$77K +$12.5K +200 +19%
LWA
1868
Lenox Wealth Advisors
New York
$75K – – –
TCCM
1869
Timber Creek Capital Management
Massachusetts
$75K – – –
WAS
1870
Winch Advisory Services
Wisconsin
$75K +$2.87K +46 +4%
CFA
1871
Camarda Financial Advisors
Florida
$72K +$47.5K +761 +189%
RPG
1872
Risk Paradigm Group
Texas
$69.2K – – –
AA
1873
AlphaMark Advisors
Kentucky
$66K – – –
MUS
1874
Mitsubishi UFJ Securities
Japan
$64K +$64.3K +1,030 New
BC
1875
Blackhill Capital
New Jersey
$62K – – –