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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2176
Heritage Wealth Advisors
Virginia
$513K +$5.54K +52 +1%
IWP
2177
Icon Wealth Partners
Texas
$511K -$2.77K -26 -0.5%
KFA
2178
Kelleher Financial Advisors
New York
$511K – – –
MWM
2179
Modera Wealth Management
New Jersey
$510K +$111K +1,041 +25%
CCM
2180
Consolidated Capital Management
California
$509K -$1.18M -11,121 -68%
GCP
2181
GSA Capital Partners
United Kingdom
$509K -$122K -1,141 -18%
CANY
2182
Caxton Associates (New York)
New York
$508K -$10.3M -97,093 -95%
KP
2183
Keel Point
Alabama
$508K +$959 +9 +0.2%
MIC
2184
Meridian Investment Counsel
California
$507K – – –
FC
2185
Financial Consulate
Maryland
$507K +$2.45K +23 +0.4%
VA
2186
Valmark Advisers
Ohio
$507K +$160K +1,499 +41%
GPWA
2187
Great Point Wealth Advisors
Massachusetts
$501K +$548K +5,141 New
XSC
2188
X-Square Capital
Puerto Rico
$500K +$25.7K +241 +5%
SAM
2189
Smithbridge Asset Management
Pennsylvania
$499K +$160K +1,500 +42%
CWM
2190
Cordatus Wealth Management
Pennsylvania
$499K +$545K +5,111 New
PCP
2191
Proficio Capital Partners
Massachusetts
$498K +$83.7K +786 +18%
SIM
2192
Sadoff Investment Management
Wisconsin
$496K +$21.3K +200 +4%
FWCM
2193
First Western Capital Management
California
$495K -$268K -2,520 -33%
SWP
2194
Strategic Wealth Partners
Ohio
$495K +$33.7K +316 +7%
GIA
2195
Gladstone Institutional Advisory
Florida
$495K +$540K +5,072 New
AFS
2196
Access Financial Services
Minnesota
$493K +$538K +5,053 New
CYG
2197
Clean Yield Group
Vermont
$492K +$66.6K +625 +14%
TRIM
2198
Thompson Rubinstein Investment Management
Oregon
$489K -$133K -1,246 -20%
KCP
2199
Kenmare Capital Partners
New York
$488K -$2.66M -24,922 -83%
HCC
2200
Hirtle Callaghan & Co
Pennsylvania
$488K – – –
86 87
88
89 90