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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2426
Harding Loevner
New Jersey
$32K -$31.1K -275 -48%
TC
2427
Trilogy Capital
California
$31K +$32.3K +285 New
MFT
2428
Moisand Fitzgerald Tamayo
Florida
$27K – – –
AIL
2429
AGF Investments LLC
Ontario, Canada
$26K +$453 +4 +2%
HWP
2430
Hefty Wealth Partners
Indiana
$25K – – –
WCM
2431
Wealthcare Capital Management
Virginia
$23K +$10.2K +90 +78%
SIS
2432
Sound Income Strategies
Florida
$21K -$3.96K -35 -16%
HWM
2433
Holloway Wealth Management
Florida
$21K – – –
PCIA
2434
Prime Capital Investment Advisors
Kansas
$19K +$19.6K +173 New
SLF
2435
Sun Life Financial
Ontario, Canada
$15.7K -$667K -5,891 -77%
IF
2436
Ironwood Financial
Arizona
$15K – – –
BCM
2437
Brasada Capital Management
Texas
$13K – – –
TJHA
2438
Thomas J. Herzfeld Advisors
Florida
$11K -$1.36K -12 -11%
RCC
2439
Red Cedar Capital
Nebraska
$11K – – –
TVWM
2440
Tower View Wealth Management
Wisconsin
$11K – – –
GGI
2441
Godsey & Gibb Inc
Virginia
$11K +$11.5K +102 New
RIM
2442
Ranger Investment Management
Texas
$10K – – –
CGI
2443
CI Global Investments
California
$10K +$10.2K +90 New
BCMIO
2444
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
GWA
2445
Guidant Wealth Advisors
Illinois
$4K +$4.3K +38 New
TI
2446
Truepoint Inc
Ohio
$3.57K +$44.5K +393 New
SFPIA
2447
Stevens First Principles Investment Advisors
California
$3K – – –
NR
2448
Newfound Research
Massachusetts
$2K +$2.04K +18 New
HCM
2449
Hitchwood Capital Management
New York
– -$58.8M -550,000 Closed
LA
2450
Linden Advisors
New York
– -$50.6M -473,000 Closed
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