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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2176
Turner Investments
Pennsylvania
$50K +$10.6K +115 +28%
CIM
2177
Contravisory Investment Management
Massachusetts
$49K +$46.9K +509 New
HMS
2178
Hanseatic Management Services
New Mexico
$48K +$17.4K +189 +60%
DOA
2179
D'Orazio & Associates
Virginia
$46K – – –
SHJ
2180
Sharkey, Howes & Javer
Colorado
$45K – – –
RWG
2181
Regal Wealth Group
California
$44K +$92 +1 +0.2%
BWL
2182
Bogart Wealth LLC
Virginia
$43K +$41.6K +451 New
AWMS
2183
Advocacy Wealth Management Services
Georgia
$40K – – –
PSC
2184
Prentiss Smith & Co
Vermont
$40K +$3.78K +41 +11%
FMA
2185
FNY Managed Accounts
New York
$38K +$11.7K +127 +47%
GWA
2186
Guidant Wealth Advisors
Illinois
$36K – – –
IF
2187
Ironwood Financial
Arizona
$33K – – –
RBC
2188
Roble Belko & Company
Pennsylvania
$32K – – –
WAM
2189
Watermark Asset Management
California
$32K – – –
DSN
2190
D. Scott Neal
Kentucky
$32K +$15.3K +166 +99%
LWA
2191
Lowe Wealth Advisors
Maryland
$32K +$30.6K +332 New
MFT
2192
Moisand Fitzgerald Tamayo
Florida
$23K +$22.5K +244 New
HWP
2193
Hefty Wealth Partners
Indiana
$22K – – –
ED
2194
Exane Derivatives
France
$18.8K +$1.75K +19 +11%
HWM
2195
Holloway Wealth Management
Florida
$18K – – –
AIL
2196
AGF Investments LLC
Ontario, Canada
$17K – – –
NIA
2197
Northstar Investment Advisors
Colorado
$13K +$6.36K +69 +0.7%
WCM
2198
Wealthcare Capital Management
Virginia
$11K – – –
WCMN
2199
Westchester Capital Management (Nebraska)
Nebraska
$10K +$10.1K +109 New
RIM
2200
Ranger Investment Management
Texas
$9K – – –
86 87
88
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