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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2726
Barnett & Company
Tennessee
$150K -$1.96K -20 -1%
MAM
2727
Marquette Asset Management
Minnesota
$150K – – –
EMFAT
2728
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K -$2.55K -26 -2%
CFG
2729
Capstone Financial Group
Oklahoma
$143K -$107K -1,092 -43%
LF
2730
Lee Financial
Texas
$142K -$37.7K -384 -21%
MC
2731
Maverick Capital
Texas
$141K -$884K -9,001 -86%
MSFP
2732
Mark Sheptoff Financial Planning
Connecticut
$139K +$58.9K +600 +71%
DI
2733
Disciplined Investments
Oklahoma
$136K -$42K -428 -23%
BFG
2734
Baron Financial Group
New Jersey
$135K +$137K +1,400 New
SC
2735
Solstein Capital
California
$134K – – –
BBL
2736
Beck Bode LLC
Massachusetts
$133K +$135K +1,377 New
PO
2737
Private Ocean
California
$128K +$6.97K +71 +6%
HFA
2738
HC Financial Advisors
California
$128K +$21K +214 +19%
RFWA
2739
RPg Family Wealth Advisory
Massachusetts
$125K – – –
HIM
2740
Hillsdale Investment Management
Ontario, Canada
$125K +$104K +1,060 +442%
BEI
2741
Benjamin Edwards Inc
Missouri
$121K +$45.6K +464 +59%
BHWM
2742
Bay Harbor Wealth Management
Maryland
$121K +$55.3K +563 +81%
KFS
2743
Kelly Financial Services
Massachusetts
$121K – – –
TFA
2744
Toth Financial Advisory
Virginia
$119K -$3.14K -32 -3%
TCM
2745
TD Capital Management
Tennessee
$119K +$9.92K +101 +9%
HFM
2746
Harvest Fund Management
China
$112K +$19.9K +203 +22%
LGWM
2747
Litman Gregory Wealth Management
California
$110K +$7.95K +81 +8%
SFPG
2748
Stonebridge Financial Planning Group
Florida
$107K -$63.8K -650 -38%
HWM
2749
Holloway Wealth Management
Florida
$106K – – –
TF
2750
TimeScale Financial
Massachusetts
$106K +$27.6K +281 +35%
108 109
110
111 112