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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DPA
2051
Delphi Private Advisors
California
$91K -$16.2K -212 -17%
NCM
2052
New Capital Management
Texas
$91K +$80.2K +1,052 New
NIA
2053
Northstar Investment Advisors
Colorado
$90K +$26.7K +350 +4%
BC
2054
Blackhill Capital
New Jersey
$86K – – –
KLI
2055
Kelman-Lazarov Inc
Tennessee
$79.8K -$5.34K -70 -7%
TCM
2056
TD Capital Management
Tennessee
$79K +$458 +6 +0.7%
TWMP
2057
Taylor Wealth Management Partners
Massachusetts
$78K – – –
PCM
2058
Penserra Capital Management
California
$77K +$68.6K +900 New
PO
2059
Private Ocean
California
$64K – – –
SAM
2060
Solaris Asset Management
New York
$63K – – –
BCFS
2061
Butensky & Cohen Financial Security
Florida
$61K – – –
OAJ
2062
Ogorek Anthony Joseph
New York
$57K – – –
HWP
2063
Hefty Wealth Partners
Indiana
$56K -$1.3M -17,020 -96%
LYV
2064
Live Your Vision
Pennsylvania
$56K -$23.2K -304 -32%
FPTW
2065
Franklin, Parlapiano, Turner & Welch
Texas
$56K – – –
PSC
2066
Prentiss Smith & Co
Vermont
$53K -$261K -3,421 -85%
HFM
2067
Harvest Fund Management
China
$50K +$44.4K +582 New
SA
2068
SRH Advisors
Kansas
$48K – – –
CI
2069
Cowen Inc
New York
$43K +$38.1K +500 New
GBBWRPM
2070
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42K -$1.19M -15,569 -97%
CP
2071
Corbenic Partners
Pennsylvania
$41K – – –
DOA
2072
D'Orazio & Associates
Virginia
$41K +$76 +1 +0.2%
RWG
2073
Regal Wealth Group
California
$40K +$153 +2 +0.4%
NC
2074
NewSquare Capital
Pennsylvania
$38K -$40.6K -532 -55%
HCC
2075
Hirtle Callaghan & Co
Pennsylvania
$36K -$477K -6,256 -94%
81 82
83
84 85