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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2376
SRH Advisors
Kansas
$60K – – –
HMS
2377
Hanseatic Management Services
New Mexico
$60K +$5.37K +53 +11%
BC
2378
Blackhill Capital
New Jersey
$59K -$20.3K -200 -27%
AI
2379
ArchPoint Investors
Florida
$59K – – –
APSP
2380
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K -$22K -217 -29%
OAJ
2381
Ogorek Anthony Joseph
New York
$56K – – –
TI
2382
Turner Investments
Pennsylvania
$56K – – –
BCP
2383
Blackhawk Capital Partners
Wisconsin
$56K +$53.2K +525 New
SAM
2384
Solaris Asset Management
New York
$53K -$43K -425 -46%
RWG
2385
Regal Wealth Group
California
$50K +$101 +1 +0.2%
CIM
2386
Contravisory Investment Management
Massachusetts
$49K -$5.47K -54 -11%
SHJ
2387
Sharkey, Howes & Javer
Colorado
$49K – – –
BWL
2388
Bogart Wealth LLC
Virginia
$48K – – –
AWM
2389
Avondale Wealth Management
Texas
$46K +$43.3K +428 New
AWMS
2390
Advocacy Wealth Management Services
Georgia
$45K – – –
DSN
2391
D. Scott Neal
Kentucky
$36K – – –
WAM
2392
Watermark Asset Management
California
$36K – – –
RBC
2393
Roble Belko & Company
Pennsylvania
$33K -$3.24K -32 -10%
HWM
2394
Holloway Wealth Management
Florida
$29K – – –
CTA
2395
Carillon Tower Advisers
Florida
$27K +$25.5M +252,223 New
TDC
2396
Thompson Davis & Co
Virginia
$26K -$623K -6,154 -96%
MFT
2397
Moisand Fitzgerald Tamayo
Florida
$26K – – –
RFWA
2398
RPg Family Wealth Advisory
Massachusetts
$25.7K +$24.3K +240 New
AIL
2399
AGF Investments LLC
Ontario, Canada
$25K +$6.58K +65 +38%
SIS
2400
Sound Income Strategies
Florida
$25K +$22.6K +223 New
94 95
96
97 98