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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
2326
NorthRock Partners
Minnesota
$202K +$11.1K +101 +5%
WVP
2327
Worth Venture Partners
New Jersey
$201K -$61.4K -560 -22%
RFWA
2328
RPg Family Wealth Advisory
Massachusetts
$201K +$94.5K +861 +81%
DWA
2329
Divergent Wealth Advisors
Utah
$198K -$3.4K -31 -2%
MSFP
2330
Mark Sheptoff Financial Planning
Connecticut
$191K +$110 +1 +0.1%
FEG
2331
Financial Enhancement Group
Indiana
$189K -$17.9K -163 -8%
BC
2332
Barnett & Company
Tennessee
$184K – – –
NC
2333
NewSquare Capital
Pennsylvania
$182K -$18.2K -166 -9%
TC
2334
TradeLink Capital
Illinois
$179K +$757K +6,900 New
MWM
2335
MinichMacGregor Wealth Management
New York
$178K -$7.35K -67 -4%
TFO
2336
Tarbox Family Office
California
$176K -$69.5K -634 -27%
HCM
2337
Horrell Capital Management
Arkansas
$172K – – –
AIS
2338
Accurate Investment Solutions
Pennsylvania
$169K +$6.69K +61 +4%
FGAM
2339
Financial Gravity Asset Management
Texas
$167K +$6.47K +59 +4%
KL
2340
KWMG LLC
Kansas
$158K +$166K +1,512 New
SAS
2341
Stelac Advisory Services
New York
$154K – – –
NCM
2342
New Capital Management
Texas
$148K +$768 +7 +0.5%
EIP
2343
Epoch Investment Partners
New York
$147K +$9.12M +83,118 +6%
HFM
2344
Harvest Fund Management
China
$137K – – –
PCFFS
2345
Pacific Center for Financial Services
California
$136K – – –
CC
2346
Claybrook Capital
Massachusetts
$135K – – –
PCC
2347
Park Circle Company
Maryland
$135K – – –
LWM
2348
Lenox Wealth Management
Ohio
$130K -$329 -3 -0.2%
BA
2349
Ballew Advisors
Mississippi
$126K +$67.9K +619 +104%
QI
2350
QV Investors
Alberta, Canada
$125K -$18.6K -170 -12%
92 93
94
95 96