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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
2401
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K +$340 +3 +0.6%
DOA
2402
D'Orazio & Associates
Virginia
$56K -$7.25K -64 -11%
BCP
2403
Blackhawk Capital Partners
Wisconsin
$55K -$2.83K -25 -5%
RWG
2404
Regal Wealth Group
California
$51K +$113 +1 +0.2%
BWL
2405
Bogart Wealth LLC
Virginia
$50K – – –
SHJ
2406
Sharkey, Howes & Javer
Colorado
$50K – – –
DSN
2407
D. Scott Neal
Kentucky
$50K +$14K +124 +37%
P8IP
2408
Pier 88 Investment Partners
California
$49K +$51K +450 New
AWM
2409
Avondale Wealth Management
Texas
$47K – – –
MCM
2410
Mainstay Capital Management
Michigan
$46K -$34K -300 -41%
NIA
2411
Northstar Investment Advisors
Colorado
$44K – – –
CIM
2412
Corbyn Investment Management
Maryland
$44K +$45.3K +400 New
AP
2413
Arlington Partners
Alabama
$43K +$44.7K +395 New
SPL
2414
Smart Portfolios LLC
Washington
$42K +$43.6K +385 New
NIM
2415
NuWave Investment Management
New Jersey
$41K +$36.6K +323 +598%
MGI
2416
MayTech Global Investments
New York
$41K +$42.5K +375 New
BC
2417
Blackhill Capital
New Jersey
$38K -$22.6K -200 -36%
ML
2418
McAdam LLC
Pennsylvania
$38K +$39.2K +346 New
WAM
2419
Watermark Asset Management
California
$37K – – –
CFC
2420
Coyle Financial Counsel
Illinois
$36K +$37.3K +329 New
AWMS
2421
Advocacy Wealth Management Services
Georgia
$34K -$12.6K -111 -27%
LWA
2422
Lowe Wealth Advisors
Maryland
$34K +$26.2K +231 +282%
CAGAS
2423
Capital Advisory Group Advisory Services
Minnesota
$34K +$34.4K +304 New
RBC
2424
Roble Belko & Company
Pennsylvania
$33K – – –
ST
2425
Sageworth Trust
Pennsylvania
$33K +$33.9K +299 New
95 96
97
98 99