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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
New Capital Management
Texas
$93K +$441 +5 +0.5%
BC
2102
Blackhill Capital
New Jersey
$88K – – –
TCM
2103
TD Capital Management
Tennessee
$81K +$353 +4 +0.4%
TWMP
2104
Taylor Wealth Management Partners
Massachusetts
$79K – – –
SAM
2105
Solaris Asset Management
New York
$70K +$5.03K +57 +8%
PO
2106
Private Ocean
California
$65K – – –
RPG
2107
Risk Paradigm Group
Texas
$63.4K -$82.5K -935 -56%
BCFS
2108
Butensky & Cohen Financial Security
Florida
$62K – – –
DPA
2109
Delphi Private Advisors
California
$58K -$34.4K -390 -37%
FPTW
2110
Franklin, Parlapiano, Turner & Welch
Texas
$57K – – –
LYV
2111
Live Your Vision
Pennsylvania
$57K – – –
AI
2112
ArchPoint Investors
Florida
$52K +$52.9K +600 New
HFM
2113
Harvest Fund Management
China
$51K – – –
HS
2114
Horan Securities
United States
$50K +$52.1K +590 New
SA
2115
SRH Advisors
Kansas
$49K – – –
OAJ
2116
Ogorek Anthony Joseph
New York
$46K -$29.6K -335 -39%
APSP
2117
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$45.6K +517 New
AIM
2118
Acrospire Investment Management
Illinois
$44K +$44.1K +500 New
RFWA
2119
RPg Family Wealth Advisory
Massachusetts
$43K -$95.5K -1,082 -69%
CP
2120
Corbenic Partners
Pennsylvania
$42K – – –
DOA
2121
D'Orazio & Associates
Virginia
$42K – – –
SHJ
2122
Sharkey, Howes & Javer
Colorado
$42K +$19.6K +222 +88%
RWG
2123
Regal Wealth Group
California
$41K +$88 +1 +0.2%
NC
2124
NewSquare Capital
Pennsylvania
$39K – – –
HCC
2125
Hirtle Callaghan & Co
Pennsylvania
$36K – – –
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85
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