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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
2551
Stone House Investment Management
Pennsylvania
$62K +$62.7K +609 New
OHS
2552
Odey Holdings (Switzerland)
Switzerland
$61K – – –
SCA
2553
Stuart Chaussee & Associates
California
$61K – – –
HS
2554
Horan Securities
United States
$61K +$206 +2 +0.3%
OAJ
2555
Ogorek Anthony Joseph
New York
$57K – – –
BHWM
2556
Bay Harbor Wealth Management
Maryland
$57K +$824 +8 +1%
AI
2557
ArchPoint Investors
Florida
$56K – – –
APSP
2558
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K +$412 +4 +0.7%
BWL
2559
Bogart Wealth LLC
Virginia
$53K -$9.48K -92 -15%
FGAM
2560
Financial Gravity Asset Management
Texas
$52K +$51.6K +501 New
JPLA
2561
Joseph P. Lucia & Associates
New York
$52K +$50.7K +492 New
SL
2562
Salomon & Ludwin
Virginia
$50K +$5.87K +57 +13%
SHJ
2563
Sharkey, Howes & Javer
Colorado
$47K – – –
RIM
2564
Ranger Investment Management
Texas
$44K – – –
AWM
2565
Avondale Wealth Management
Texas
$43K – – –
SAM
2566
Sycomore Asset Management
France
$40K -$72.1K -700 -64%
HI
2567
Human Investing
Oregon
$39K -$36.4K -353 -48%
SPL
2568
Smart Portfolios LLC
Washington
$39K -$11.7K -114 -23%
MGI
2569
MayTech Global Investments
New York
$38K – – –
CIM
2570
Contravisory Investment Management
Massachusetts
$35K -$19.9K -193 -36%
AWMS
2571
Advocacy Wealth Management Services
Georgia
$35K -$10.3K -100 -23%
RBC
2572
Roble Belko & Company
Pennsylvania
$31K – – –
CJA
2573
C-J Advisory
California
$31K +$30.9K +300 New
LPC
2574
Loeb Partners Corp
New York
$30K -$7.65M -74,300 -100%
HL
2575
Harding Loevner
New Jersey
$30K – – –
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103
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