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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2401
Bogart Wealth LLC
Virginia
$50K – – –
SHJ
2402
Sharkey, Howes & Javer
Colorado
$50K – – –
DSN
2403
D. Scott Neal
Kentucky
$50K +$14K +124 +37%
P8IP
2404
Pier 88 Investment Partners
California
$49K +$51K +450 New
AWM
2405
Avondale Wealth Management
Texas
$47K – – –
MCM
2406
Mainstay Capital Management
Michigan
$46K -$34K -300 -41%
NIA
2407
Northstar Investment Advisors
Colorado
$44K – – –
CIM
2408
Corbyn Investment Management
Maryland
$44K +$45.3K +400 New
AP
2409
Arlington Partners
Alabama
$43K +$44.7K +395 New
SPL
2410
Smart Portfolios LLC
Washington
$42K +$43.6K +385 New
NIM
2411
NuWave Investment Management
New Jersey
$41K +$36.6K +323 +598%
MGI
2412
MayTech Global Investments
New York
$41K +$42.5K +375 New
BC
2413
Blackhill Capital
New Jersey
$38K -$22.6K -200 -36%
ML
2414
McAdam LLC
Pennsylvania
$38K +$39.2K +346 New
WAM
2415
Watermark Asset Management
California
$37K – – –
CFC
2416
Coyle Financial Counsel
Illinois
$36K +$37.3K +329 New
AWMS
2417
Advocacy Wealth Management Services
Georgia
$34K -$12.6K -111 -27%
LWA
2418
Lowe Wealth Advisors
Maryland
$34K +$26.2K +231 +282%
CAGAS
2419
Capital Advisory Group Advisory Services
Minnesota
$34K +$34.4K +304 New
RBC
2420
Roble Belko & Company
Pennsylvania
$33K – – –
ST
2421
Sageworth Trust
Pennsylvania
$33K +$33.9K +299 New
HL
2422
Harding Loevner
New Jersey
$32K -$31.1K -275 -48%
TC
2423
Trilogy Capital
California
$31K +$32.3K +285 New
MFT
2424
Moisand Fitzgerald Tamayo
Florida
$27K – – –
AIL
2425
AGF Investments LLC
Ontario, Canada
$26K +$453 +4 +2%
95 96
97
98 99