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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1876
Highland Private Wealth Management
Washington
$402K -$3.35K -38 -0.8%
APSI
1877
Asset Planning Services Inc
Louisiana
$398K – – –
STMM
1878
South Texas Money Management
Texas
$396K -$182K -2,058 -31%
PRHC
1879
P.R. Herzig & Co
New York
$393K – – –
EBSAM
1880
Eubel Brady & Suttman Asset Management
Ohio
$392K -$14.2K -161 -3%
WA1
1881
Wimmer Associates 1
California
$392K – – –
HP
1882
Hartree Partners
New York
$392K +$171K +1,933 +76%
WVP
1883
Worth Venture Partners
New Jersey
$391K +$393K +4,450 New
IT
1884
Independence Trust
Tennessee
$390K -$1.76K -20 -0.4%
KA
1885
Klingman & Associates
New York
$389K -$287K -3,254 -42%
LRIC
1886
Long Road Investment Counsel
Michigan
$389K – – –
DE
1887
Day & Ennis
Georgia
$386K +$17.6K +200 +5%
WDA
1888
Wendell David Associates
New Hampshire
$385K -$61.8K -700 -14%
GEM
1889
Global Endowment Management
North Carolina
$385K +$386K +4,380 New
SS
1890
Simplicity Solutions
Minnesota
$384K +$45.3K +513 +13%
CCM
1891
Consolidated Capital Management
California
$383K +$384K +4,358 New
HAIM
1892
Hunter Associates Investment Management
Pennsylvania
$382K – – –
PHAM
1893
Palisades Hudson Asset Management
Florida
$381K -$107K -1,213 -22%
BWA
1894
Burt Wealth Advisors
Maryland
$381K -$11.8K -134 -3%
MKC
1895
M. Kraus & Co
Vermont
$380K -$19.1K -216 -5%
PCM
1896
Penserra Capital Management
California
$379K +$302K +3,420 +380%
CFD
1897
Creative Financial Designs
Indiana
$378K +$7.76K +88 +2%
FPCP
1898
Fort Point Capital Partners
California
$376K +$17.6K +199 +5%
CC
1899
Cornerstone Capital
California
$375K +$43.7K +495 +13%
MCM
1900
MV Capital Management
Maryland
$373K -$50.5K -572 -12%
74 75
76
77 78