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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
2401
AGF Investments LLC
Ontario, Canada
$36K +$11.2K +102 +42%
WCM
2402
Wealthcare Capital Management
Virginia
$36K +$15.4K +140 +68%
ML
2403
McAdam LLC
Pennsylvania
$35K -$987 -9 -3%
WAM
2404
Watermark Asset Management
California
$35K – – –
AWMS
2405
Advocacy Wealth Management Services
Georgia
$35K +$3.29K +30 +10%
CAGAS
2406
Capital Advisory Group Advisory Services
Minnesota
$32K – – –
RBC
2407
Roble Belko & Company
Pennsylvania
$32K – – –
HL
2408
Harding Loevner
New Jersey
$31K – – –
PCM
2409
Peak Capital Management
Colorado
$30K +$31.6K +288 New
GTAM
2410
Global Trust Asset Management
Florida
$26K -$947K -8,635 -97%
RWG
2411
Regal Wealth Group
California
$26K -$23.5K -214 -46%
ST
2412
Sageworth Trust
Pennsylvania
$25K -$6.47K -59 -20%
MFT
2413
Moisand Fitzgerald Tamayo
Florida
$25K – – –
CFC
2414
Coyle Financial Counsel
Illinois
$22K -$12.5K -114 -35%
TVWM
2415
Tower View Wealth Management
Wisconsin
$21K +$11.1K +101 +101%
RPG
2416
Risk Paradigm Group
Texas
$20.8K -$294K -2,680 -93%
SIS
2417
Sound Income Strategies
Florida
$20K +$439 +4 +2%
CGI
2418
CI Global Investments
California
$18K +$9.43K +86 +96%
PRS
2419
Pinkerton Retirement Specialists
Idaho
$18K +$18.4K +168 New
CWA
2420
Clarus Wealth Advisors
Arizona
$17K +$17.3K +158 New
CWM
2421
Cedar Wealth Management
California
$17K +$17.4K +159 New
CMBA
2422
C.M. Bidwell & Associates
Hawaii
$15K -$333K -3,035 -95%
LWA
2423
Lowe Wealth Advisors
Maryland
$15K -$18.1K -165 -53%
IF
2424
Ironwood Financial
Arizona
$14K – – –
NIA
2425
Northstar Investment Advisors
Colorado
$13K -$74.5K -679 -7%
95 96
97
98 99