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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2401
KHP Capital
Oklahoma
$62K – – –
APSP
2402
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$795 +7 +1%
BWL
2403
Bogart Wealth LLC
Virginia
$59K +$8.4K +74 +16%
BL
2404
Balentine LLC
Georgia
$56K +$55.9K +492 New
DOA
2405
D'Orazio & Associates
Virginia
$54K – – –
ML
2406
McAdam LLC
Pennsylvania
$54K +$15.3K +135 +40%
CLM
2407
ClearBridge LLC (Maryland)
Maryland
$52K -$20.7K -182 -28%
SHJ
2408
Sharkey, Howes & Javer
Colorado
$52K – – –
P8IP
2409
Pier 88 Investment Partners
California
$51K – – –
RIM
2410
Ranger Investment Management
Texas
$49K +$38.3K +337 +362%
AWM
2411
Avondale Wealth Management
Texas
$48K – – –
SPL
2412
Smart Portfolios LLC
Washington
$43K – – –
MGI
2413
MayTech Global Investments
New York
$42K – – –
TC
2414
Trilogy Capital
California
$41K – – –
BC
2415
Blackhill Capital
New Jersey
$39K – – –
AWMS
2416
Advocacy Wealth Management Services
Georgia
$38K – – –
WAM
2417
Watermark Asset Management
California
$38K – – –
GTAM
2418
Global Trust Asset Management
Florida
$35K +$7.04K +62 +25%
RBC
2419
Roble Belko & Company
Pennsylvania
$34K – – –
HL
2420
Harding Loevner
New Jersey
$33K – – –
PSC
2421
Prentiss Smith & Co
Vermont
$29K -$597K -5,261 -95%
MFT
2422
Moisand Fitzgerald Tamayo
Florida
$28K – – –
RWG
2423
Regal Wealth Group
California
$28K – – –
BCM
2424
Brasada Capital Management
Texas
$28K +$14.5K +128 +108%
CAGAS
2425
Capital Advisory Group Advisory Services
Minnesota
$27K -$7.72K -68 -22%
95 96
97
98 99