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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2126
Proficio Capital Partners
Massachusetts
$666K +$253K +2,081 +34%
UC
2127
Unio Capital
New Jersey
$665K +$192K +1,579 +27%
BS
2128
Bessemer Securities
New York
$664K – – –
DAM
2129
Diamant Asset Management
Connecticut
$663K – – –
FA
2130
Faithward Advisors
Pennsylvania
$660K -$195K -1,601 -18%
GIA
2131
Gladstone Institutional Advisory
Florida
$660K +$197K +1,625 +28%
WA
2132
Wealth Architects
California
$656K -$21K -173 -2%
JWCA
2133
J.W. Cole Advisors
Florida
$655K -$3.03M -24,935 -77%
BIA
2134
Bigelow Investment Advisors
Maine
$655K +$44.5K +366 +5%
PW
2135
Price Wealth
Texas
$654K -$231K -1,905 -21%
KC
2136
Knuff & Co
California
$653K +$14K +115 +2%
PIA
2137
Pinion Investment Advisors
Kansas
$651K +$110K +908 +14%
PFA
2138
Pathway Financial Advisors
Vermont
$649K – – –
WA
2139
WealthTrust Axiom
Pennsylvania
$648K +$267K +2,200 +44%
WCA
2140
Windsor Creek Advisors
Vermont
$648K +$532K +4,382 +156%
CI
2141
CAZ Investments
Texas
$647K +$873K +7,182 New
TCM
2142
Tributary Capital Management
Nebraska
$646K -$30.4K -250 -3%
RZH
2143
Relyea Zuckerberg Hanson
Connecticut
$645K +$58K +477 +7%
SPP
2144
Single Point Partners
Massachusetts
$644K +$319K +2,625 +58%
GA
2145
Greytown Advisors
Florida
$641K -$277K -2,280 -24%
PWAG
2146
Polaris Wealth Advisory Group
California
$640K +$6.68K +55 +0.8%
RCA
2147
Rowland Carmichael Advisors
Arizona
$638K -$151K -1,243 -15%
CHA
2148
Carmichael Hill & Associates
Maryland
$637K +$1.34K +11 +0.2%
C
2149
Certuity
Florida
$636K -$67.2K -553 -7%
SCM
2150
Sterneck Capital Management
Missouri
$632K +$850 +7 +0.1%
84 85
86
87 88