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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1876
Mark Sheptoff Financial Planning
Connecticut
$100K -$32K -491 -24%
LWA
1877
Lenox Wealth Advisors
New York
$97K -$29.3K -450 -23%
TCCM
1878
Timber Creek Capital Management
Massachusetts
$93K +$13K +200 +16%
CAL
1879
Capital Advisors Ltd
Ohio
$91K -$5.67K -87 -6%
TFO
1880
Tarbox Family Office
California
$91K +$1.95K +30 +2%
SGAM
1881
Smith Group Asset Management
Texas
$88K +$86.7K +1,331 New
PCC
1882
Park Circle Company
Maryland
$86K – – –
TWMP
1883
Taylor Wealth Management Partners
Massachusetts
$86K – – –
TDC
1884
Thompson Davis & Co
Virginia
$83K -$260 -4 -0.3%
WA
1885
Winfield Associates
Ohio
$79K – – –
UFA
1886
US Financial Advisors
Massachusetts
$77K +$32.8K +503 +76%
AIS
1887
Accurate Investment Solutions
Pennsylvania
$76K +$75.2K +1,155 New
RPG
1888
Risk Paradigm Group
Texas
$73.6K +$37.1K +570 +105%
AA
1889
AlphaMark Advisors
Kentucky
$71K – – –
AOWM
1890
Alpha Omega Wealth Management
Virginia
$69K +$67.7K +1,039 New
BC
1891
Blackhill Capital
New Jersey
$66K – – –
TFA
1892
Transamerica Financial Advisors
Florida
$63K – – –
OAJ
1893
Ogorek Anthony Joseph
New York
$57K +$56.3K +864 New
CGH
1894
Cleary Gull Holdings
Wisconsin
$56K – – –
AWMS
1895
Advocacy Wealth Management Services
Georgia
$56K +$55.1K +846 New
TSU
1896
TD Securities (USA)
New York
$55K -$83.7K -1,286 -61%
BCFS
1897
Butensky & Cohen Financial Security
Florida
$54K – – –
AP
1898
Advisors Preferred
Maryland
$52K +$51.1K +784 New
PCP
1899
Proficio Capital Partners
Massachusetts
$51K +$50.2K +771 New
SWK
1900
Stephen W. Kidder
$51K +$50.8K +780 New
74 75
76
77 78