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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1901
SRH Advisors
Kansas
$37K – – –
EWM
1902
Elite Wealth Management
Washington
$35K +$34.1K +523 New
HS
1903
Horan Securities
United States
$33K +$31.5K +483 New
HW
1904
Hedeker Wealth
Illinois
$32.7K -$1.47M -22,534 -91%
CP
1905
Corbenic Partners
Pennsylvania
$32K – – –
DOA
1906
D'Orazio & Associates
Virginia
$31K -$65 -1 -0.2%
RWG
1907
Regal Wealth Group
California
$31K +$65 +1 +0.2%
JSAM
1908
J. Safra Asset Management
New York
$26K -$19.6K -300 -44%
AWMS
1909
Advocacy Wealth Management Services
Georgia
$26K -$14.9K -229 -37%
RBC
1910
Roble Belko & Company
Pennsylvania
$24K +$19.3K +296 +485%
IF
1911
Ironwood Financial
Arizona
$23K – – –
HCM
1912
Herndon Capital Management
Georgia
$23K +$130 +2 +0.6%
CFN
1913
Cordasco Financial Network
Florida
$21K – – –
TIM
1914
Tortoise Investment Management
New York
$20K -$41.3K -634 -68%
SHJ
1915
Sharkey, Howes & Javer
Colorado
$17K – – –
AIM
1916
Acrospire Investment Management
Illinois
$13K -$84.8K -1,300 -87%
WCM
1917
Wealthcare Capital Management
Virginia
$9K – – –
NIA
1918
Northstar Investment Advisors
Colorado
$9K +$351K +5,380 +157%
ES
1919
Equitec Specialists
Illinois
$7K +$6.52K +100 New
OSAM
1920
O'Shaughnessy Asset Management
Connecticut
$7K +$7.3K +112 New
NHFG
1921
New Harbor Financial Group
Massachusetts
$6K -$32.4K -497 -83%
BCI
1922
Brinker Capital Investments
Pennsylvania
$5K +$5.15K +79 New
BWP
1923
BSW Wealth Partners
Colorado
$4.83K -$314K -4,810 -94%
BCMIO
1924
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
CWM
1925
Cedar Wealth Management
California
$3K – – –
75 76
77
78 79