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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
2801
Thomas J. Herzfeld Advisors
Florida
$18K +$196 +2 +1%
AWMS
2802
Advocacy Wealth Management Services
Georgia
$17K -$5.99K -61 -26%
TWP
2803
TFO Wealth Partners
Ohio
$17K -$393 -4 -2%
NCM
2804
New Capital Management
Texas
$15K – – –
MFT
2805
Moisand Fitzgerald Tamayo
Florida
$15K +$1.77K +18 +13%
NG
2806
NWK Group
California
$14K – – –
TVWM
2807
Tower View Wealth Management
Wisconsin
$13K +$98 +1 +0.8%
RCC
2808
Red Cedar Capital
Nebraska
$10K – – –
FA
2809
Financial Advantage
Maryland
$9K -$31.1K -317 -76%
CAM
2810
ClariVest Asset Management
California
$9K – – –
CWM
2811
Cedar Wealth Management
California
$8K -$982 -10 -11%
RIM
2812
Ranger Investment Management
Texas
$8K – – –
ARIS
2813
Advanced Research Investment Solutions
California
$7K – – –
AWA
2814
Artemis Wealth Advisors
New York
$6.45K +$6.58K +67 New
HF
2815
Halpern Financial
Virginia
$6.35K – – –
CMBA
2816
C.M. Bidwell & Associates
Hawaii
$6K -$405K -4,128 -98%
YAL
2817
Your Advocates Ltd
Texas
$5K -$12.3K -125 -71%
BCMIO
2818
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
BC
2819
Belmont Capital
California
$5K – – –
CWA
2820
Carolina Wealth Advisors
South Carolina
$5K +$2.36K +24 +96%
UFF
2821
USA Financial Formulas
Michigan
$4K +$2.46K +25 +208%
CM
2822
Castleark Management
Illinois
$2K -$25.9M -263,440 -100%
SMG
2823
Spectrum Management Group
Indiana
$2K -$4.07M -41,436 -100%
MIM
2824
Macroview Investment Management
Maryland
$2K – – –
PFG
2825
Pacific Financial Group
Washington
$2K +$1.96K +20 New
111 112
113
114 115