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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1901
Spectrum Management Group
Indiana
$41K +$39.1K +600 +3,333%
AI
1902
ArchPoint Investors
Florida
$40K +$39.1K +600 New
NC
1903
NewSquare Capital
Pennsylvania
$37K -$5.73K -88 -14%
RFWA
1904
RPg Family Wealth Advisory
Massachusetts
$35.3K +$34.8K +535 New
AFS
1905
Aft Forsyth & Sober
Florida
$35K – – –
CP
1906
Corbenic Partners
Pennsylvania
$35K +$3.39K +52 +11%
IP
1907
Isthmus Partners
Wisconsin
$34K – – –
SFPIA
1908
Stevens First Principles Investment Advisors
California
$33K – – –
CSS
1909
Cubist Systematic Strategies
Connecticut
$32K -$2.02M -31,072 -98%
DOA
1910
D'Orazio & Associates
Virginia
$32K -$13.9K -214 -31%
FPTW
1911
Franklin, Parlapiano, Turner & Welch
Texas
$32K +$31.6K +486 New
YL
1912
YCG LLC
Texas
$31K – – –
RWG
1913
Regal Wealth Group
California
$30K +$29.6K +455 New
BWA
1914
Burt Wealth Advisors
Maryland
$28K +$13K +200 +5%
CFA
1915
Camarda Financial Advisors
Florida
$27K +$19.7K +303 +303%
SCA
1916
Stuart Chaussee & Associates
California
$27K +$26.7K +410 New
OSAM
1917
O'Shaughnessy Asset Management
Connecticut
$26K +$18.5K +284 +251%
BIM
1918
Barton Investment Management
Pennsylvania
$24K +$24K +369 New
FNBOO
1919
First National Bank of Omaha
Nebraska
$22.8K -$77.9K -1,197 -0.3%
CFN
1920
Cordasco Financial Network
Florida
$22K -$29.3K -450 -57%
EMA
1921
Efficient Market Advisors
California
$20K -$130 -2 -0.6%
SAM
1922
Solaris Asset Management
New York
$20K – – –
DA
1923
Dunvegan Associates
California
$18K – – –
SHJ
1924
Sharkey, Howes & Javer
Colorado
$17K – – –
BMM
1925
Berkshire Money Management
Massachusetts
$14.2K +$14K +215 New
75 76
77
78 79