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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
Modera Wealth Management
New Jersey
$326K +$35.2K +461 +14%
CWM
1902
Cranbrook Wealth Management
Michigan
$324K +$45.8K +600 +19%
EA
1903
Elm Advisors
California
$323K -$21K -275 -7%
MMA
1904
Miracle Mile Advisors
California
$318K +$281K +3,686 New
AWM
1905
AE Wealth Management
Kansas
$317K +$281K +3,679 New
CIA
1906
Cascade Investment Advisors
Oregon
$315K +$279K +3,656 New
CPA
1907
Clear Perspective Advisors
Illinois
$314K +$277K +3,637 New
IHL
1908
Investment House LLC
California
$312K – – –
VCM
1909
Versant Capital Management
Arizona
$311K +$64.9K +851 +31%
CFS
1910
Commonwealth Financial Services
West Virginia
$309K -$4.35K -57 -2%
HWM
1911
Highwater Wealth Management
Colorado
$304K +$268K +3,518 New
TBA
1912
Train Babcock Advisors
New York
$304K +$269K +3,527 New
ACM
1913
Alta Capital Management
Utah
$303K -$38.1K -500 -12%
HF
1914
HRT Financial
New York
$303K – – –
RSA
1915
Robertson Stephens Advisors
California
$303K +$267K +3,507 New
ACM
1916
Alethea Capital Management
Washington
$302K -$38.1K -500 -13%
YMRC
1917
Yorktown Management & Research Company
Virginia
$302K – – –
GWS
1918
Glassman Wealth Services
Virginia
$301K +$32.9K +431 +14%
SFM
1919
Signature Financial Management
Virginia
$300K -$951K -12,472 -78%
TFF
1920
The Family Firm
Maryland
$297K -$4.42K -58 -2%
KFS
1921
Kurt F. Somerville
$297K – – –
VFPI
1922
Vantage Financial Partners (Illinois)
Illinois
$296K +$261K +3,424 New
HKIM
1923
Hayek Kallen Investment Management
Alabama
$294K +$1.45K +19 +0.6%
HHAM
1924
HITE Hedge Asset Management
Massachusetts
$293K – – –
LCM
1925
LVM Capital Management
Michigan
$291K -$99.1K -1,299 -28%
75 76
77
78 79