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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
2151
Taylor Wealth Management Partners
Massachusetts
$86K – – –
LGWM
2152
Litman Gregory Wealth Management
California
$86K +$83K +900 New
TJHA
2153
Thomas J. Herzfeld Advisors
Florida
$79K +$369 +4 +0.5%
CFA
2154
Camarda Financial Advisors
Florida
$76K – – –
BC
2155
Blackhill Capital
New Jersey
$72K -$13.8K -150 -17%
LYV
2156
Live Your Vision
Pennsylvania
$72K – – –
PO
2157
Private Ocean
California
$71K – – –
APSP
2158
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$10.4K +113 +18%
RPG
2159
Risk Paradigm Group
Texas
$70.3K -$132K -1,435 -66%
CP
2160
Corbenic Partners
Pennsylvania
$70K +$23.8K +258 +54%
BCI
2161
Brinker Capital Investments
Pennsylvania
$68K +$66.1K +717 New
DPA
2162
Delphi Private Advisors
California
$63K – – –
RFM
2163
Royal Fund Management
Florida
$60K +$13.8K +150 +31%
HS
2164
Horan Securities
United States
$57K +$92 +1 +0.2%
HL
2165
Harding Loevner
New Jersey
$54K – – –
AI
2166
ArchPoint Investors
Florida
$53K – – –
SA
2167
SRH Advisors
Kansas
$53K – – –
OAJ
2168
Ogorek Anthony Joseph
New York
$50K – – –
TI
2169
Turner Investments
Pennsylvania
$50K +$10.6K +115 +28%
CIM
2170
Contravisory Investment Management
Massachusetts
$49K +$46.9K +509 New
HMS
2171
Hanseatic Management Services
New Mexico
$48K +$17.4K +189 +60%
DOA
2172
D'Orazio & Associates
Virginia
$46K – – –
SHJ
2173
Sharkey, Howes & Javer
Colorado
$45K – – –
RWG
2174
Regal Wealth Group
California
$44K +$92 +1 +0.2%
BWL
2175
Bogart Wealth LLC
Virginia
$43K +$41.6K +451 New
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