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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VNB
2226
Virginia National Bank
Virginia
$323K +$325K +2,859 New
SVCP
2227
Silicon Valley Capital Partners
California
$322K – – –
VSWA
2228
Vontobel Swiss Wealth Advisors
Switzerland
$320K -$46.5K -410 -13%
CFN
2229
Cordasco Financial Network
Florida
$320K – – –
NCM
2230
Northstar Capital Management
New York
$318K – – –
ACP
2231
Aveo Capital Partners
Colorado
$316K -$111K -978 -25%
Vanguard Capital Wealth Advisors
2232
Vanguard Capital Wealth Advisors
Colorado
$316K +$34.1K +300 +12%
CWM
2233
Cranbrook Wealth Management
Michigan
$315K – – –
DLHL
2234
Donald L. Hagan LLC
Florida
$315K – – –
VBFG
2235
Vishria Bird Financial Group
Tennessee
$314K – – –
BW
2236
Biegel & Waller
Maryland
$312K +$29.6K +261 +10%
NPPM
2237
North Point Portfolio Managers
Ohio
$310K -$9.99K -88 -3%
MMHP
2238
Murphy Middleton Hinkle & Parker
Georgia
$309K – – –
RT
2239
Reliance Trust
Georgia
$307K -$4.77K -42 -2%
RC
2240
Reik & Co
New York
$307K – – –
RGIA
2241
Rainier Group Investment Advisory
Washington
$306K +$7.04K +62 +2%
GHA
2242
GW Henssler & Associates
Georgia
$304K +$306K +2,697 New
TSS
2243
Thomas Story & Son
Indiana
$303K – – –
MLFP
2244
MPS Loria Financial Planners
Illinois
$300K -$63.8K -562 -17%
MCM
2245
McRae Capital Management
New Jersey
$298K – – –
GWS
2246
Glassman Wealth Services
Virginia
$296K -$795 -7 -0.3%
SCA
2247
Strategic Capital Advisers
Colorado
$296K – – –
AMG
2248
Asset Management Group
Connecticut
$294K -$47.8K -421 -14%
CHP
2249
Cable Hill Partners
Oregon
$294K -$2.27K -20 -0.8%
FTI
2250
Fiduciary Trust International
Massachusetts
$294K +$42.5K +374 +17%