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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SF
3051
Symphony Financial
Texas
$253K -$627 -4 -0.3%
DI
3052
Disciplined Investments
Oklahoma
$252K – – –
HF
3053
Halpern Financial
Virginia
$252K +$222K +1,414 +1,131%
JSA
3054
Jacobson & Schmitt Advisors
Wisconsin
$249K -$6.43K -41 -3%
GAM
3055
Garrison Asset Management
Arkansas
$247K – – –
PAMP
3056
Polar Asset Management Partners
Ontario, Canada
$247K +$237K +1,510 New
BLAM
3057
Bourne Lent Asset Management
New York
$246K – – –
CISOA
3058
Capital Investment Services of America
Wisconsin
$246K – – –
RIG
3059
RiverFront Investment Group
Virginia
$246K – – –
RBC
3060
Roble Belko & Company
Pennsylvania
$246K – – –
IDA
3061
Intelligence Driven Advisers
California
$246K +$784 +5 +0.3%
CC
3062
Colrain Capital
Massachusetts
$245K – – –
SPFA
3063
Summit Place Financial Advisors
New Jersey
$245K +$235K +1,499 New
CC
3064
Codex Capital
New York
$244K – – –
VLC
3065
Van Leeuwen & Company
New Jersey
$244K +$22.7K +145 +11%
KL
3066
KWMG LLC
Kansas
$243K – – –
ACA
3067
Ascension Capital Advisors
Texas
$242K – – –
BRA
3068
Biechele Royce Advisors
Indiana
$242K +$232K +1,477 New
Twin Tree Management
3069
Twin Tree Management
Texas
$242K +$232K +1,479 New
VBFP
3070
Valtinson Bruner Financial Planning
Minnesota
$241K -$9.09K -58 -4%
SCA
3071
Sage Capital Advisors
South Dakota
$241K +$314 +2 +0.1%
AFA
3072
American Financial Advisors
Georgia
$241K +$941 +6 +0.4%
CIM
3073
Corbyn Investment Management
Maryland
$238K – – –
RRCM
3074
Rappaport Reiches Capital Management
Illinois
$236K – – –
KFS
3075
Kurt F. Somerville
$235K -$57.4K -366 -20%