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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2351
Private Ocean
California
$186K +$93.3K +824 +95%
HCM
2352
Horrell Capital Management
Arkansas
$181K – – –
AIS
2353
Accurate Investment Solutions
Pennsylvania
$172K -$6K -53 -3%
AWM
2354
Aevitas Wealth Management
Massachusetts
$167K +$17.4K +154 +11%
SAS
2355
Stelac Advisory Services
New York
$162K +$167K +1,475 New
NCM
2356
New Capital Management
Texas
$156K +$39.2K +346 +32%
QI
2357
QV Investors
Alberta, Canada
$151K +$32.8K +290 +27%
FGC
2358
Financial Gravity Companies
Texas
$150K +$56.3K +497 +55%
FGAM
2359
Financial Gravity Asset Management
Texas
$150K +$158K +1,394 New
HFM
2360
Harvest Fund Management
China
$144K – – –
PCFFS
2361
Pacific Center for Financial Services
California
$143K – – –
PCC
2362
Park Circle Company
Maryland
$143K – – –
CC
2363
Claybrook Capital
Massachusetts
$143K +$34K +300 +30%
LWM
2364
Lenox Wealth Management
Ohio
$137K -$76.4K -675 -35%
OBWP
2365
O'Brien Wealth Partners
Massachusetts
$127K +$130K +1,151 New
CFD
2366
Creative Financial Designs
Indiana
$126K -$10.8K -95 -8%
TCM
2367
TD Capital Management
Tennessee
$123K – – –
C
2368
Cerebellum
California
$122K -$679 -6 -0.5%
RFWA
2369
RPg Family Wealth Advisory
Massachusetts
$117K +$93.4K +825 +344%
KBFS
2370
Kohmann Bosshard Financial Services
Ohio
$117K – – –
OHS
2371
Odey Holdings (Switzerland)
Switzerland
$115K – – –
AA
2372
AlphaMark Advisors
Kentucky
$109K – – –
SCA
2373
Stuart Chaussee & Associates
California
$99K -$28.3K -250 -22%
BCI
2374
Brinker Capital Investments
Pennsylvania
$97K +$35K +309 +54%
CPP
2375
Crow Point Partners
Massachusetts
$92K +$94.4K +834 New
93 94
95
96 97