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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1901
Arax Advisory Partners
Colorado
$329K +$291K +3,818 New
HPIA
1902
Hamilton Point Investment Advisors
North Carolina
$328K – – –
RFA
1903
Reilly Financial Advisors
California
$327K +$103K +1,348 +55%
AMCA
1904
Arthur M. Cohen & Associates
Illinois
$327K +$289K +3,792 New
CC
1905
Cornerstone Capital
California
$326K – – –
MWM
1906
Modera Wealth Management
New Jersey
$326K +$35.2K +461 +14%
CWM
1907
Cranbrook Wealth Management
Michigan
$324K +$45.8K +600 +19%
EA
1908
Elm Advisors
California
$323K -$21K -275 -7%
MMA
1909
Miracle Mile Advisors
California
$318K +$281K +3,686 New
AWM
1910
AE Wealth Management
Kansas
$317K +$281K +3,679 New
CIA
1911
Cascade Investment Advisors
Oregon
$315K +$279K +3,656 New
CPA
1912
Clear Perspective Advisors
Illinois
$314K +$277K +3,637 New
IHL
1913
Investment House LLC
California
$312K – – –
VCM
1914
Versant Capital Management
Arizona
$311K +$64.9K +851 +31%
CFS
1915
Commonwealth Financial Services
West Virginia
$309K -$4.35K -57 -2%
HWM
1916
Highwater Wealth Management
Colorado
$304K +$268K +3,518 New
TBA
1917
Train Babcock Advisors
New York
$304K +$269K +3,527 New
ACM
1918
Alta Capital Management
Utah
$303K -$38.1K -500 -12%
HF
1919
HRT Financial
New York
$303K – – –
RSA
1920
Robertson Stephens Advisors
California
$303K +$267K +3,507 New
ACM
1921
Alethea Capital Management
Washington
$302K -$38.1K -500 -13%
YMRC
1922
Yorktown Management & Research Company
Virginia
$302K – – –
GWS
1923
Glassman Wealth Services
Virginia
$301K +$32.9K +431 +14%
SFM
1924
Signature Financial Management
Virginia
$300K -$951K -12,472 -78%
TFF
1925
The Family Firm
Maryland
$297K -$4.42K -58 -2%
75 76
77
78 79