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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
2151
Taylor Wealth Management Partners
Massachusetts
$82K – – –
TJHA
2152
Thomas J. Herzfeld Advisors
Florida
$75K -$41.9K -486 -37%
HFM
2153
Harvest Fund Management
China
$74K +$20.1K +233 +40%
CFA
2154
Camarda Financial Advisors
Florida
$73K -$23.3K -270 -25%
LYV
2155
Live Your Vision
Pennsylvania
$70K +$8.8K +102 +16%
NIA
2156
Northstar Investment Advisors
Colorado
$68K -$18.2K -211 -2%
PO
2157
Private Ocean
California
$68K – – –
BCFS
2158
Butensky & Cohen Financial Security
Florida
$64K – – –
ST
2159
Sageworth Trust
Pennsylvania
$62K +$58.1K +673 New
DPA
2160
Delphi Private Advisors
California
$60K – – –
APSP
2161
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K +$9.75K +113 +22%
CRCP
2162
Copper Rock Capital Partners
Massachusetts
$55K -$57.9K -671 -53%
HS
2163
Horan Securities
United States
$55K +$173 +2 +0.3%
HL
2164
Harding Loevner
New Jersey
$52K +$49.2K +570 New
SA
2165
SRH Advisors
Kansas
$51K – – –
IWM
2166
IHT Wealth Management
Illinois
$51K +$329K +3,816 +39%
RFWA
2167
RPg Family Wealth Advisory
Massachusetts
$50.5K +$5.44K +63 +13%
AI
2168
ArchPoint Investors
Florida
$50K -$4.31K -50 -8%
OAJ
2169
Ogorek Anthony Joseph
New York
$48K – – –
NC
2170
NewSquare Capital
Pennsylvania
$48K +$7.68K +89 +20%
CP
2171
Corbenic Partners
Pennsylvania
$44K – – –
DOA
2172
D'Orazio & Associates
Virginia
$44K – – –
RFM
2173
Royal Fund Management
Florida
$43K +$14.2K +164 +52%
SHJ
2174
Sharkey, Howes & Javer
Colorado
$42K -$1.21K -14 -3%
RWG
2175
Regal Wealth Group
California
$42K +$86 +1 +0.2%
85 86
87
88 89