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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2751
RHS Financial
California
$224K +$206K +1,610 New
TF
2752
TimeScale Financial
Massachusetts
$223K – – –
PAG
2753
Pinnacle Advisory Group
Maryland
$222K -$94.5K -737 -32%
HFM
2754
Harvest Fund Management
China
$222K +$109K +850 +179%
AMG
2755
Advisors Management Group
Wisconsin
$221K +$203K +1,583 New
RWRC
2756
R.W. Roge & Company
New York
$221K +$205K +1,600 New
BMCM
2757
Bryn Mawr Capital Management
Pennsylvania
$220K +$202K +1,578 New
AIS
2758
Accurate Investment Solutions
Pennsylvania
$219K +$13.7K +107 +7%
HIM
2759
Hanlon Investment Management
New Jersey
$219K +$201K +1,569 New
BRC
2760
Bell Rock Capital
Delaware
$218K +$1.03K +8 +0.5%
NQWM
2761
Northwest Quadrant Wealth Management
Oregon
$218K +$202K +1,572 New
LS
2762
Leelyn Smith
Illinois
$218K +$204K +1,593 New
TFA
2763
Toth Financial Advisory
Virginia
$217K -$59.9K -467 -23%
WCG
2764
Weaver Consulting Group
California
$217K +$7.18K +56 +3%
NC
2765
NovaPoint Capital
Georgia
$217K +$199K +1,554 New
BCFS
2766
Butensky & Cohen Financial Security
Florida
$217K +$200K +1,558 New
MIM
2767
Martin Investment Management
Florida
$217K +$200K +1,559 New
CA
2768
Crumly & Associates
Illinois
$216K +$198K +1,546 New
EW
2769
Element Wealth
Mississippi
$215K +$198K +1,545 New
1NWS
2770
1 North Wealth Services
Maryland
$213K +$42.8K +334 +28%
PSC
2771
Prentiss Smith & Co
Vermont
$212K +$195K +1,519 New
RFWA
2772
RPg Family Wealth Advisory
Massachusetts
$210K -$25.4K -198 -12%
CFS
2773
Cannon Financial Strategists
Georgia
$210K +$193K +1,507 New
CI
2774
Clal Insurance
Israel
$210K -$23.4M -182,226 -86%
CFA
2775
Cahill Financial Advisors
Minnesota
$210K +$192K +1,500 New
109 110
111
112 113