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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3076
Ascension Capital Advisors
Texas
$230K +$18.5K +118 +9%
HIM
3077
Hillsdale Investment Management
Ontario, Canada
$229K +$26.7K +170 +13%
AFA
3078
American Financial Advisors
Georgia
$228K +$942 +6 +0.4%
CIM
3079
Corbyn Investment Management
Maryland
$226K +$228K +1,451 New
IDA
3080
Intelligence Driven Advisers
California
$226K +$229K +1,455 New
SCA
3081
Sage Capital Advisors
South Dakota
$225K +$157 +1 +0.1%
CCP
3082
Cassia Capital Partners
North Carolina
$225K +$228K +1,449 New
RRCM
3083
Rappaport Reiches Capital Management
Illinois
$224K +$226K +1,442 New
MSFP
3084
Mark Sheptoff Financial Planning
Connecticut
$224K -$86.4K -550 -28%
KL
3085
KWMG LLC
Kansas
$224K +$11.8K +75 +5%
DWMG
3086
DB Wealth Management Group
California
$223K +$157 +1 +0.1%
VBFP
3087
Valtinson Bruner Financial Planning
Minnesota
$223K +$157 +1 +0.1%
FAM
3088
Flaharty Asset Management
Florida
$222K -$10.2K -65 -4%
HIM
3089
Harbour Investment Management
Washington
$222K – – –
SFP
3090
Sterling Financial Planning
New Jersey
$222K – – –
RWM
3091
Rezny Wealth Management
Florida
$222K +$225K +1,431 New
KFP
3092
Keystone Financial Planning
Ohio
$220K -$14.6K -93 -6%
MIG
3093
McGuire Investment Group
Rhode Island
$220K -$2.51K -16 -1%
MAM
3094
Morse Asset Management
Connecticut
$219K – – –
AL
3095
ACAS LLC
California
$218K +$3.93K +25 +2%
CPA
3096
Cowen Prime Advisors
New York
$217K – – –
HP
3097
HT Partners
Connecticut
$217K – – –
ACP
3098
Arcus Capital Partners
Georgia
$216K -$32.5K -207 -13%
AWMF
3099
Arbor Wealth Management (Florida)
Florida
$216K +$218K +1,388 New
SFG
3100
Sather Financial Group
Texas
$215K +$217K +1,382 New
122 123
124
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