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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2401
Roble Belko & Company
Pennsylvania
$33K -$3.24K -32 -10%
HWM
2402
Holloway Wealth Management
Florida
$29K – – –
TDC
2403
Thompson Davis & Co
Virginia
$26K -$623K -6,154 -96%
MFT
2404
Moisand Fitzgerald Tamayo
Florida
$26K – – –
RFWA
2405
RPg Family Wealth Advisory
Massachusetts
$25.7K +$24.3K +240 New
AIL
2406
AGF Investments LLC
Ontario, Canada
$25K +$6.58K +65 +38%
SIS
2407
Sound Income Strategies
Florida
$25K +$22.6K +223 New
FFG
2408
Ford Financial Group
California
$25K +$23.7K +234 New
HWP
2409
Hefty Wealth Partners
Indiana
$24K – – –
NIA
2410
Northstar Investment Advisors
Colorado
$15K -$7.49K -74 -0.8%
IF
2411
Ironwood Financial
Arizona
$14K -$21.3K -210 -61%
BCM
2412
Brasada Capital Management
Texas
$13K +$12K +119 New
TJHA
2413
Thomas J. Herzfeld Advisors
Florida
$12K -$72.3K -714 -87%
WCM
2414
Wealthcare Capital Management
Virginia
$12K – – –
WCMN
2415
Westchester Capital Management (Nebraska)
Nebraska
$12K – – –
RCC
2416
Red Cedar Capital
Nebraska
$11K +$10.1K +100 New
TVWM
2417
Tower View Wealth Management
Wisconsin
$11K +$10.1K +100 New
PS
2418
Portfolio Solutions
Michigan
$11K +$10.4K +103 New
RIM
2419
Ranger Investment Management
Texas
$10K – – –
FMA
2420
FNY Managed Accounts
New York
$9K -$31.7K -313 -78%
LWA
2421
Lowe Wealth Advisors
Maryland
$9K -$25.3K -250 -75%
ED
2422
Exane Derivatives
France
$6.43K -$13.9K -137 -70%
NIM
2423
NuWave Investment Management
New Jersey
$6K +$5.47K +54 New
BCMIO
2424
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
NMC
2425
Nine Masts Capital
Hong Kong
$4K -$863K -8,520 -100%
95 96
97
98 99