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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
2351
Bourne Lent Asset Management
New York
$203K +$204K +1,800 New
CWM
2352
Cahaba Wealth Management
Georgia
$200K +$200K +1,766 New
CICI
2353
Capital Investment Counsel Inc
North Carolina
$200K +$202K +1,776 New
FEG
2354
Financial Enhancement Group
Indiana
$191K -$14.3K -126 -7%
NC
2355
NewSquare Capital
Pennsylvania
$187K +$2.04K +18 +1%
HCM
2356
Horrell Capital Management
Arkansas
$186K – – –
MWM
2357
MinichMacGregor Wealth Management
New York
$181K -$10.6K -93 -5%
PCFFS
2358
Pacific Center for Financial Services
California
$180K +$33.1K +292 +22%
ICM
2359
IMS Capital Management
Oregon
$175K -$404K -3,557 -70%
KL
2360
KWMG LLC
Kansas
$171K – – –
PFO
2361
Pathstone Family Office
New Jersey
$162K -$438K -3,860 -73%
AIS
2362
Accurate Investment Solutions
Pennsylvania
$162K -$22K -194 -12%
CC
2363
Claybrook Capital
Massachusetts
$147K – – –
PCC
2364
Park Circle Company
Maryland
$147K – – –
AIIMS
2365
Analyst IMS Investment Management Services
Israel
$144K +$143K +1,260 New
LWM
2366
Lenox Wealth Management
Ohio
$140K -$795 -7 -0.6%
PO
2367
Private Ocean
California
$135K -$170K -1,500 -56%
QI
2368
QV Investors
Alberta, Canada
$135K – – –
AA
2369
AlphaMark Advisors
Kentucky
$134K +$22.7K +200 +20%
OBWP
2370
O'Brien Wealth Partners
Massachusetts
$125K +$116K +1,020 +1,121%
KBFS
2371
Kohmann Bosshard Financial Services
Ohio
$123K -$7.04K -62 -5%
BCI
2372
Brinker Capital Investments
Pennsylvania
$122K +$11.9K +105 +11%
MCM
2373
Mainstay Capital Management
Michigan
$122K +$34.1K +300 +39%
LYV
2374
Live Your Vision
Pennsylvania
$119K – – –
OHS
2375
Odey Holdings (Switzerland)
Switzerland
$118K – – –
93 94
95
96 97