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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1901
Ironwood Investment Management
Massachusetts
$362K – – –
MA
1902
Marshwinds Advisory
Georgia
$361K +$13.8K +156 +4%
CCM
1903
Carlson Capital Management
Minnesota
$359K +$4.15K +47 +1%
RSVP
1904
Ramsay Stattman Vela & Price
Colorado
$358K – – –
FAN
1905
Financial Advisors Network
California
$355K -$11.2K -127 -3%
SWK
1906
Stephen W. Kidder
$354K -$8.38K -95 -2%
FC
1907
Financial Consulate
Maryland
$354K +$12.4K +140 +4%
HCM
1908
Harvey Capital Management
Florida
$351K – – –
HF
1909
HRT Financial
New York
$351K +$43.1K +488 +14%
CL
1910
Croft-Leominster
Maryland
$351K +$353K +4,000 New
IWA
1911
Intercontinental Wealth Advisors
Texas
$350K -$1.32K -15 -0.4%
BCM
1912
Baltimore Capital Management
Maryland
$348K +$349K +3,960 New
PCP
1913
Proficio Capital Partners
Massachusetts
$347K -$3.3M -37,430 -90%
SIM
1914
Sadoff Investment Management
Wisconsin
$345K -$3.09K -35 -0.9%
SFS
1915
Summit Financial Strategies
Ohio
$344K -$1.59K -18 -0.5%
GC
1916
Gilbert & Cook
Iowa
$342K -$17.5K -198 -5%
CHP
1917
Cable Hill Partners
Oregon
$341K -$78.9K -894 -19%
PAG
1918
Pinnacle Advisory Group
Maryland
$340K -$156K -1,763 -31%
FAM
1919
Formidable Asset Management
Ohio
$339K -$25.6K -290 -7%
TAM
1920
Trillium Asset Management
Massachusetts
$338K -$31K -351 -8%
MMA
1921
Miracle Mile Advisors
California
$338K +$13.9K +157 +4%
WA
1922
WP Advisors
California
$338K +$339K +3,844 New
CIM
1923
Confluence Investment Management
Missouri
$337K +$339K +3,840 New
AIP
1924
Almanack Investment Partners
Pennsylvania
$335K +$64.9K +736 +24%
HPIA
1925
Hamilton Point Investment Advisors
North Carolina
$334K – – –
75 76
77
78 79