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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2051
Penserra Capital Management
California
$77K +$68.6K +900 New
PO
2052
Private Ocean
California
$64K – – –
SAM
2053
Solaris Asset Management
New York
$63K – – –
BCFS
2054
Butensky & Cohen Financial Security
Florida
$61K – – –
OAJ
2055
Ogorek Anthony Joseph
New York
$57K – – –
HWP
2056
Hefty Wealth Partners
Indiana
$56K -$1.3M -17,020 -96%
LYV
2057
Live Your Vision
Pennsylvania
$56K -$23.2K -304 -32%
FPTW
2058
Franklin, Parlapiano, Turner & Welch
Texas
$56K – – –
PSC
2059
Prentiss Smith & Co
Vermont
$53K -$261K -3,421 -85%
HFM
2060
Harvest Fund Management
China
$50K +$44.4K +582 New
SA
2061
SRH Advisors
Kansas
$48K – – –
CI
2062
Cowen Inc
New York
$43K +$38.1K +500 New
GBBWRPM
2063
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42K -$1.19M -15,569 -97%
CP
2064
Corbenic Partners
Pennsylvania
$41K – – –
DOA
2065
D'Orazio & Associates
Virginia
$41K +$76 +1 +0.2%
RWG
2066
Regal Wealth Group
California
$40K +$153 +2 +0.4%
NC
2067
NewSquare Capital
Pennsylvania
$38K -$40.6K -532 -55%
HCC
2068
Hirtle Callaghan & Co
Pennsylvania
$36K -$477K -6,256 -94%
LS
2069
Livforsakringsbolaget Skandia
Sweden
$33.1K +$25.6M +335,124 +690%
AWMS
2070
Advocacy Wealth Management Services
Georgia
$32K -$1.07K -14 -4%
PIM
2071
Parasol Investment Management
Illinois
$32K +$28.6K +375 New
IF
2072
Ironwood Financial
Arizona
$30K – – –
RBC
2073
Roble Belko & Company
Pennsylvania
$29K -$1.6K -21 -6%
CFN
2074
Cordasco Financial Network
Florida
$29K – – –
HMS
2075
Hanseatic Management Services
New Mexico
$25K +$22.3K +292 New
81 82
83
84 85