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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3076
Roble Belko & Company
Pennsylvania
$234K – – –
BLAM
3077
Bourne Lent Asset Management
New York
$233K – – –
CISOA
3078
Capital Investment Services of America
Wisconsin
$233K – – –
CC
3079
Colrain Capital
Massachusetts
$233K – – –
HCM
3080
Horrell Capital Management
Arkansas
$233K – – –
WRM
3081
Weybosset Research & Management
Rhode Island
$233K +$23.6K +150 +11%
RIG
3082
RiverFront Investment Group
Virginia
$233K +$236K +1,500 New
CC
3083
Codex Capital
New York
$232K – – –
FIM
3084
Fernwood Investment Management
Massachusetts
$231K +$233K +1,483 New
ACA
3085
Ascension Capital Advisors
Texas
$230K +$18.5K +118 +9%
HIM
3086
Hillsdale Investment Management
Ontario, Canada
$229K +$26.7K +170 +13%
AFA
3087
American Financial Advisors
Georgia
$228K +$942 +6 +0.4%
CIM
3088
Corbyn Investment Management
Maryland
$226K +$228K +1,451 New
IDA
3089
Intelligence Driven Advisers
California
$226K +$229K +1,455 New
SCA
3090
Sage Capital Advisors
South Dakota
$225K +$157 +1 +0.1%
CCP
3091
Cassia Capital Partners
North Carolina
$225K +$228K +1,449 New
RRCM
3092
Rappaport Reiches Capital Management
Illinois
$224K +$226K +1,442 New
MSFP
3093
Mark Sheptoff Financial Planning
Connecticut
$224K -$86.4K -550 -28%
KL
3094
KWMG LLC
Kansas
$224K +$11.8K +75 +5%
DWMG
3095
DB Wealth Management Group
California
$223K +$157 +1 +0.1%
VBFP
3096
Valtinson Bruner Financial Planning
Minnesota
$223K +$157 +1 +0.1%
FAM
3097
Flaharty Asset Management
Florida
$222K -$10.2K -65 -4%
HIM
3098
Harbour Investment Management
Washington
$222K – – –
SFP
3099
Sterling Financial Planning
New Jersey
$222K – – –
RWM
3100
Rezny Wealth Management
Florida
$222K +$225K +1,431 New
122 123
124
125 126