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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2551
Bogart Wealth LLC
Virginia
$53K -$9.48K -92 -15%
FGAM
2552
Financial Gravity Asset Management
Texas
$52K +$51.6K +501 New
SL
2553
Salomon & Ludwin
Virginia
$50K +$5.87K +57 +13%
SHJ
2554
Sharkey, Howes & Javer
Colorado
$47K – – –
RIM
2555
Ranger Investment Management
Texas
$44K – – –
AWM
2556
Avondale Wealth Management
Texas
$43K – – –
SAM
2557
Sycomore Asset Management
France
$40K -$72.1K -700 -64%
HI
2558
Human Investing
Oregon
$39K -$36.4K -353 -48%
SPL
2559
Smart Portfolios LLC
Washington
$39K -$11.7K -114 -23%
MGI
2560
MayTech Global Investments
New York
$38K – – –
CIM
2561
Contravisory Investment Management
Massachusetts
$35K -$19.9K -193 -36%
AWMS
2562
Advocacy Wealth Management Services
Georgia
$35K -$10.3K -100 -23%
RBC
2563
Roble Belko & Company
Pennsylvania
$31K – – –
CJA
2564
C-J Advisory
California
$31K +$30.9K +300 New
LPC
2565
Loeb Partners Corp
New York
$30K -$7.65M -74,300 -100%
HL
2566
Harding Loevner
New Jersey
$30K – – –
EI
2567
Ellevest Inc
New York
$30K +$30.2K +293 New
CF
2568
Centaurus Financial
California
$27.3K -$54.6K -530 -16%
RWG
2569
Regal Wealth Group
California
$26K – – –
GTAM
2570
Global Trust Asset Management
Florida
$25K -$418K -4,062 -94%
MWC
2571
MBM Wealth Consultants
Missouri
$25K – – –
MFT
2572
Moisand Fitzgerald Tamayo
Florida
$25K – – –
SIS
2573
Sound Income Strategies
Florida
$23K -$618 -6 -3%
WCM
2574
Wealthcare Capital Management
Virginia
$23K – – –
LWA
2575
Lowe Wealth Advisors
Maryland
$21K +$13.1K +127 +155%
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103
104 105