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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2051
Allworth Financial
California
$667K -$24.2K -227 -3%
MM
2052
Midas Management
New York
$664K – – –
BWCS
2053
Beirne Wealth Consulting Services
Connecticut
$664K +$725K +6,806 New
KIC
2054
Keating Investment Counselors
Florida
$662K – – –
CHA
2055
Carmichael Hill & Associates
Maryland
$662K +$16.2K +152 +2%
ADBIC
2056
A.D. Beadell Investment Counsel
Wisconsin
$661K – – –
CAM
2057
Cozad Asset Management
Illinois
$661K +$39.3K +369 +6%
NED
2058
Nancy E. Dempze
$658K – – –
STMM
2059
South Texas Money Management
Texas
$657K -$54.2K -509 -7%
RW
2060
REDW Wealth
New Mexico
$655K +$320 +3 +0%
CG
2061
Corundum Group
Colorado
$655K +$715K +6,714 New
PCAP
2062
Pratt Collard Advisory Partners
New York
$654K – – –
MJRIC
2063
Mogy Joel R Investment Counsel
California
$651K -$41.6K -390 -6%
PC
2064
Palo Capital
California
$651K -$5.33K -50 -0.7%
IIM
2065
Ironwood Investment Management
Massachusetts
$651K – – –
HWMG
2066
Hurlow Wealth Management Group
Indiana
$648K +$665K +6,238 New
CWM
2067
Connecticut Wealth Management
Connecticut
$647K -$4.58K -43 -0.6%
SFI
2068
SPC Financial Inc
Maryland
$646K -$1.92M -18,028 -73%
RHAM
2069
Round Hill Asset Management
California
$644K -$746 -7 -0.1%
BCA
2070
Bay Colony Advisors
Massachusetts
$641K +$79K +741 +13%
WIC
2071
Wilkins Investment Counsel
Massachusetts
$639K – – –
DWM
2072
Destination Wealth Management
California
$638K -$48.9K -459 -7%
NCM
2073
Northside Capital Management
Oregon
$635K – – –
SICM
2074
Sustainable Insight Capital Management
New York
$633K +$223K +2,089 +47%
LFG
2075
LifePlan Financial Group
Ohio
$631K -$90K -845 -12%
81 82
83
84 85