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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PS
2426
Portfolio Strategies
New York
$26K -$56K -493 -68%
WCM
2427
Wealthcare Capital Management
Virginia
$26K -$13.2K -116 -34%
AIL
2428
AGF Investments LLC
Ontario, Canada
$26K -$12.8K -113 -33%
CFD
2429
Creative Financial Designs
Indiana
$23K -$78.7K -693 -77%
SIS
2430
Sound Income Strategies
Florida
$23K +$1.25K +11 +6%
RPG
2431
Risk Paradigm Group
Texas
$22.6K – – –
CIM
2432
Contravisory Investment Management
Massachusetts
$21K -$786K -6,921 -97%
NIA
2433
Northstar Investment Advisors
Colorado
$21K +$27.1K +239 +3%
TVWM
2434
Tower View Wealth Management
Wisconsin
$19K -$3.41K -30 -15%
LWA
2435
Lowe Wealth Advisors
Maryland
$18K +$908 +8 +5%
CWA
2436
Clarus Wealth Advisors
Arizona
$17K -$1.02K -9 -6%
IF
2437
Ironwood Financial
Arizona
$15K – – –
TWMP
2438
Taylor Wealth Management Partners
Massachusetts
$15K +$15.2K +134 New
BI
2439
Bramshill Investments
Florida
$13K +$13.4K +118 New
HWM
2440
Holloway Wealth Management
Florida
$11K – – –
RCC
2441
Red Cedar Capital
Nebraska
$11K – – –
TJHA
2442
Thomas J. Herzfeld Advisors
Florida
$11K – – –
BSG
2443
Black Swift Group
Colorado
$7K +$7.04K +62 New
BCMIO
2444
Beacon Capital Management Inc (Ohio)
Ohio
$6K – – –
SFPIA
2445
Stevens First Principles Investment Advisors
California
$6K – – –
ACM
2446
Advent Capital Management
New York
$6K +$6.24K +55 New
MIM
2447
Macroview Investment Management
Maryland
$5K +$4.77K +42 New
CMBA
2448
C.M. Bidwell & Associates
Hawaii
$4K -$12.5K -110 -76%
CIR
2449
Clear Investment Research
Georgia
$4K +$3.97K +35 New
NR
2450
Newfound Research
Massachusetts
$2K -$227 -2 -13%