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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1801
D'Orazio & Associates
Virginia
$44K +$14K +214 +45%
FWC
1802
First Washington Corp
Washington
$43K -$19.6K -300 -30%
UFA
1803
US Financial Advisors
Massachusetts
$41K +$32.5K +496 +292%
NC
1804
NewSquare Capital
Pennsylvania
$40K – – –
CF
1805
CenterStar Fund
Illinois
$39K – – –
TJHA
1806
Thomas J. Herzfeld Advisors
Florida
$39K +$20.7K +316 +98%
FPFS
1807
First Personal Financial Services
North Carolina
$34K +$3.6K +55 +11%
RPG
1808
Risk Paradigm Group
Texas
$33.2K +$16K +244 +81%
AFS
1809
Aft Forsyth & Sober
Florida
$32K – – –
IP
1810
Isthmus Partners
Wisconsin
$32K – – –
SFPIA
1811
Stevens First Principles Investment Advisors
California
$30K +$32.7K +500 New
CP
1812
Corbenic Partners
Pennsylvania
$29K – – –
YL
1813
YCG LLC
Texas
$28K +$30.3K +463 New
IF
1814
Ironwood Financial
Arizona
$21K – – –
EMA
1815
Efficient Market Advisors
California
$19K +$786 +12 +4%
SAM
1816
Solaris Asset Management
New York
$18K – – –
DA
1817
Dunvegan Associates
California
$16K – – –
SHJ
1818
Sharkey, Howes & Javer
Colorado
$16K +$16.5K +252 New
PIM
1819
Parasol Investment Management
Illinois
$15K – – –
SCP
1820
Syntal Capital Partners
Texas
$15K – – –
HMS
1821
Hanseatic Management Services
New Mexico
$12K -$616K -9,402 -98%
CIM
1822
Cambria Investment Management
California
$11K – – –
TIM
1823
Tortoise Investment Management
New York
$10K – – –
ST
1824
Spot Trading
Illinois
$10K +$11K +168 New
PFO
1825
Pathstone Family Office
New Jersey
$9K +$9.82K +150 New