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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2501
Liberty Wealth Management
California
$143K +$156K +1,466 New
AIS
2502
Accurate Investment Solutions
Pennsylvania
$142K +$2.45K +23 +2%
CFA
2503
Clarfeld Financial Advisors
New York
$134K +$147K +1,377 New
SA
2504
SRH Advisors
Kansas
$133K +$85.2K +800 +143%
ED
2505
Exane Derivatives
France
$132K -$107K -1,000 -43%
LWM
2506
Lenox Wealth Management
Ohio
$130K +$9.59K +90 +7%
APC
2507
Aspire Private Capital
North Carolina
$129K +$141K +1,323 New
QI
2508
QV Investors
Alberta, Canada
$128K +$11.7K +110 +9%
1NWS
2509
1 North Wealth Services
Maryland
$128K +$140K +1,312 New
PCC
2510
Park Circle Company
Maryland
$127K – – –
HFM
2511
Harvest Fund Management
China
$121K -$89.6K -841 -40%
AA
2512
AlphaMark Advisors
Kentucky
$116K – – –
OBWP
2513
O'Brien Wealth Partners
Massachusetts
$115K +$852 +8 +0.7%
KBFS
2514
Kohmann Bosshard Financial Services
Ohio
$114K +$8.63K +81 +7%
SAM
2515
Sycomore Asset Management
France
$114K +$117K +1,100 New
SGS
2516
Sterling Global Strategies
California
$113K +$123K +1,158 New
NIM
2517
NuWave Investment Management
New Jersey
$112K -$347K -3,254 -74%
LYV
2518
Live Your Vision
Pennsylvania
$106K +$107 +1 +0.1%
PO
2519
Private Ocean
California
$105K -$12.5K -117 -10%
KC
2520
Knuff & Co
California
$105K +$115K +1,075 New
PWM
2521
PRW Wealth Management
Massachusetts
$105K +$115K +1,079 New
TFA
2522
Transamerica Financial Advisors
Florida
$103K +$40K +375 +55%
TCM
2523
TD Capital Management
Tennessee
$99K – – –
QCIG
2524
Quad-Cities Investment Group
Iowa
$99K +$426 +4 +0.4%
PRC
2525
Pearl River Capital
Michigan
$99K +$108K +1,014 New
99 100
101
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