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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
3001
DB Wealth Management Group
California
$185K +$162K +1,453 New
MSFP
3002
Mark Sheptoff Financial Planning
Connecticut
$183K +$112 +1 +0.1%
SFP
3003
Sterling Financial Planning
New Jersey
$182K +$160K +1,429 New
AIL
3004
AGF Investments LLC
Ontario, Canada
$181K -$101K -902 -39%
CTFG
3005
Capstone Triton Financial Group
Oklahoma
$179K +$157K +1,408 New
BC
3006
Barnett & Company
Tennessee
$178K -$16.8K -150 -10%
BFG
3007
Baron Financial Group
New Jersey
$178K – – –
CPA
3008
Cowen Prime Advisors
New York
$177K -$601K -5,374 -79%
LF
3009
Lee Financial
Texas
$176K -$9.61K -86 -6%
LS
3010
Leelyn Smith
Illinois
$165K -$30.6K -274 -17%
HIM
3011
Hillsdale Investment Management
Ontario, Canada
$165K – – –
TFA
3012
Toth Financial Advisory
Virginia
$158K +$112 +1 +0.1%
TCM
3013
TD Capital Management
Tennessee
$157K +$335 +3 +0.2%
MFM
3014
MD Financial Management
Ontario, Canada
$155K +$137K +1,222 New
JPLA
3015
Joseph P. Lucia & Associates
New York
$154K +$136K +1,214 New
DI
3016
Disciplined Investments
Oklahoma
$151K -$25.1K -225 -16%
KFS
3017
Kelly Financial Services
Massachusetts
$147K -$11.4K -102 -8%
HFM
3018
Harvest Fund Management
China
$144K – – –
HWM
3019
Holloway Wealth Management
Florida
$140K – – –
PO
3020
Private Ocean
California
$139K -$26.5K -237 -18%
T
3021
TOBAM
France
$138K +$73.8K +660 +155%
BHWM
3022
Bay Harbor Wealth Management
Maryland
$137K -$19.9K -178 -14%
PCH
3023
PGIM Custom Harvest
New Jersey
$137K +$113K +1,009 New
CA
3024
Centerpoint Advisors
Massachusetts
$136K – – –
LGWM
3025
Litman Gregory Wealth Management
California
$135K -$9.05K -81 -7%
119 120
121
122 123