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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2501
Horrell Capital Management
Arkansas
$167K – – –
SFA
2502
Semmax Financial Advisors
North Carolina
$167K +$111K +1,076 +187%
AA
2503
Advisory Alpha
Michigan
$164K +$150K +1,457 New
QT
2504
Quantbot Technologies
New York
$162K -$7.09M -68,776 -98%
GT
2505
Glenmede Trust
Pennsylvania
$156K +$936K +9,088 +0.6%
KL
2506
KWMG LLC
Kansas
$153K – – –
AIS
2507
Accurate Investment Solutions
Pennsylvania
$148K +$412 +4 +0.3%
LWM
2508
Liberty Wealth Management
California
$147K -$412 -4 -0.3%
FFW
2509
Fusion Family Wealth
New York
$142K -$729K -7,073 -83%
BL
2510
Balentine LLC
Georgia
$141K -$8.65K -84 -6%
1NWS
2511
1 North Wealth Services
Maryland
$136K +$3.61K +35 +3%
PCFFS
2512
Pacific Center for Financial Services
California
$132K -$24K -233 -15%
PCC
2513
Park Circle Company
Maryland
$132K – – –
NWA
2514
New World Advisors
Massachusetts
$130K +$132K +1,286 New
LYV
2515
Live Your Vision
Pennsylvania
$129K +$7.73K +75 +7%
KFS
2516
Kelly Financial Services
Massachusetts
$127K +$129K +1,254 New
HFM
2517
Harvest Fund Management
China
$125K – – –
CFA
2518
Camarda Financial Advisors
Florida
$125K +$70.1K +680 +124%
LF
2519
Lee Financial
Texas
$125K +$114K +1,109 +853%
WCG
2520
Weaver Consulting Group
California
$118K +$110K +1,068 New
PO
2521
Private Ocean
California
$109K – – –
ST
2522
Sageworth Trust
Pennsylvania
$109K +$38.2K +371 +52%
QI
2523
QV Investors
Alberta, Canada
$105K -$27.8K -270 -21%
TCM
2524
TD Capital Management
Tennessee
$103K – – –
QCIG
2525
Quad-Cities Investment Group
Iowa
$103K +$103 +1 +0.1%
99 100
101
102 103