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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1926
Quadrant Private Wealth Management
Pennsylvania
$731K -$19.6K -179 -2%
MM
1927
Midas Management
New York
$729K – – –
LCM
1928
LVM Capital Management
Michigan
$724K +$52.1K +475 +7%
CA
1929
Cornerstone Advisory
Maryland
$719K -$64.3K -586 -8%
HA
1930
Hamel Associates
New Jersey
$719K – – –
DWM
1931
Dynasty Wealth Management
Florida
$718K -$51.2K -467 -6%
PFS
1932
Physicians Financial Services
North Carolina
$714K +$12.6K +115 +2%
IF
1933
IRON Financial
Illinois
$712K -$3.51K -32 -0.5%
BCM
1934
Breiter Capital Management
Florida
$709K +$5.16K +47 +0.7%
BCM
1935
Brookstone Capital Management
Illinois
$709K +$38.2K +348 +5%
CIP
1936
Capital Insight Partners
Arizona
$709K +$52.3K +477 +8%
KIC
1937
Keating Investment Counselors
Florida
$707K – – –
ADBIC
1938
A.D. Beadell Investment Counsel
Wisconsin
$706K – – –
NED
1939
Nancy E. Dempze
$703K – – –
WSL
1940
Western Standard LLC
California
$703K – – –
AIM
1941
Arcadia Investment Management
Michigan
$699K +$19.7K +180 +3%
PCAP
1942
Pratt Collard Advisory Partners
New York
$698K +$2.52K +23 +0.3%
STMM
1943
South Texas Money Management
Texas
$697K +$19.4K +177 +3%
OWA
1944
One Wealth Advisors
California
$697K +$734K +6,693 New
FAM
1945
Flaharty Asset Management
Florida
$696K -$269K -2,448 -27%
CBT
1946
Central Bank & Trust
Kentucky
$696K -$55.1K -502 -7%
IIM
1947
Ironwood Investment Management
Massachusetts
$695K – – –
SIC
1948
SFE Investment Counsel
California
$695K +$9.65K +88 +1%
MJRIC
1949
Mogy Joel R Investment Counsel
California
$694K +$35.2K +321 +5%
DWM
1950
Destination Wealth Management
California
$693K -$613K -5,586 -46%
76 77
78
79 80