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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1876
Private Ocean
California
$44K – – –
SA
1877
SRH Advisors
Kansas
$44K – – –
BCFS
1878
Butensky & Cohen Financial Security
Florida
$42K -$6.77K -116 -14%
TFA
1879
Transamerica Financial Advisors
Florida
$39K -$17.5K -300 -32%
SMG
1880
Spectrum Management Group
Indiana
$37K – – –
AI
1881
ArchPoint Investors
Florida
$36K – – –
HWP
1882
Hefty Wealth Partners
Indiana
$32K -$1.32M -22,636 -98%
IP
1883
Isthmus Partners
Wisconsin
$31K – – –
FPTW
1884
Franklin, Parlapiano, Turner & Welch
Texas
$29K – – –
CP
1885
Corbenic Partners
Pennsylvania
$28K -$3.04K -52 -10%
DOA
1886
D'Orazio & Associates
Virginia
$28K -$58 -1 -0.2%
YL
1887
YCG LLC
Texas
$27K – – –
RWG
1888
Regal Wealth Group
California
$27K +$58 +1 +0.2%
CFA
1889
Camarda Financial Advisors
Florida
$24K – – –
UFA
1890
US Financial Advisors
Massachusetts
$22K -$46.3K -792 -68%
CFN
1891
Cordasco Financial Network
Florida
$20K – – –
IF
1892
Ironwood Financial
Arizona
$20K +$20.1K +344 New
SAM
1893
Solaris Asset Management
New York
$18K – – –
SHJ
1894
Sharkey, Howes & Javer
Colorado
$15K – – –
OSAM
1895
O'Shaughnessy Asset Management
Connecticut
$13K -$10.7K -183 -46%
GP
1896
GLG Partners
United Kingdom
$12K – – –
IR
1897
Invictus RG
Bermuda
$12K +$7.3K +125 +160%
PHK
1898
Point72 Hong Kong
Hong Kong
$12K +$11.7K +200 New
WCM
1899
Wealthcare Capital Management
Virginia
$7K – – –
TCM
1900
TD Capital Management
Tennessee
$6K – – –