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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1851
Burt Wealth Advisors
Maryland
$386K +$24.5K +321 +8%
IT
1852
Independence Trust
Tennessee
$385K -$9.91K -130 -3%
WA1
1853
Wimmer Associates 1
California
$385K -$9.38K -123 -3%
TCM
1854
Towercrest Capital Management
Pennsylvania
$384K +$29K +380 +9%
LRIC
1855
Long Road Investment Counsel
Michigan
$382K -$30.5K -400 -8%
HWA
1856
Heritage Wealth Advisors
Virginia
$379K +$229 +3 +0.1%
VNA
1857
Valley National Advisers
Pennsylvania
$378K +$96.2K +1,261 +40%
CVM
1858
Cheviot Value Management
California
$377K +$333K +4,368 New
IWC
1859
Integrated Wealth Counsel
California
$376K – – –
CCA
1860
Conestoga Capital Advisors
Pennsylvania
$375K – – –
HAIM
1861
Hunter Associates Investment Management
Pennsylvania
$375K +$2.21K +29 +0.7%
ORI
1862
Oak Ridge Investments
Illinois
$365K +$458 +6 +0.1%
BC
1863
Blueport Capital
Texas
$365K +$322K +4,229 New
AA
1864
ALPS Advisors
Colorado
$365K +$323K +4,235 New
CFD
1865
Creative Financial Designs
Indiana
$364K +$321K +4,214 New
FAN
1866
Financial Advisors Network
California
$364K +$320K +4,200 New
TAM
1867
Trillium Asset Management
Massachusetts
$363K -$349K -4,574 -52%
DE
1868
Day & Ennis
Georgia
$362K +$9.15K +120 +3%
FAM
1869
Formidable Asset Management
Ohio
$361K -$4.19K -55 -1%
RWM
1870
Rench Wealth Management
Texas
$360K +$610 +8 +0.2%
ACM
1871
AUA Capital Management
Pennsylvania
$359K +$318K +4,165 New
SWK
1872
Stephen W. Kidder
$357K – – –
Squarepoint
1873
Squarepoint
New York
$356K +$314K +4,123 New
IIM
1874
Ironwood Investment Management
Massachusetts
$355K – – –
NED
1875
Nancy E. Dempze
$354K – – –