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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2526
Summitry LLC
California
$203K -$40.5K -367 -17%
PWSG
2527
Pacific Wealth Strategies Group
California
$203K +$201K +1,819 New
MS
2528
Mizuho Securities
Japan
$201K -$55.1K -500 -22%
OHS
2529
Odey Holdings (Switzerland)
Switzerland
$201K +$132K +1,200 +200%
FTUS
2530
Flow Traders U.S.
New York
$201K +$198K +1,794 New
CRWM
2531
Castle Rock Wealth Management
California
$201K +$200K +1,813 New
NQWM
2532
Northwest Quadrant Wealth Management
Oregon
$201K +$204K +1,848 New
TFO
2533
Tarbox Family Office
California
$200K -$58.2K -528 -23%
MWC
2534
MKD Wealth Coaches
Michigan
$198K – – –
BC
2535
Barnett & Company
Tennessee
$197K – – –
NC
2536
NewSquare Capital
Pennsylvania
$196K -$1.65K -15 -0.8%
MUS
2537
Mitsubishi UFJ Securities
Japan
$193K +$191K +1,730 New
LWA
2538
Lenox Wealth Advisors
New York
$187K -$25.9K -235 -12%
LF
2539
Lee Financial
Texas
$186K +$46.5K +422 +34%
HCM
2540
Horrell Capital Management
Arkansas
$184K – – –
WA
2541
WestEnd Advisors
North Carolina
$183K -$37.5M -339,864 -100%
LWM
2542
Liberty Wealth Management
California
$177K +$13.2K +120 +8%
GT
2543
Glenmede Trust
Pennsylvania
$173K +$934K +8,472 +0.6%
TF
2544
TimeScale Financial
Massachusetts
$168K +$166K +1,503 New
AIS
2545
Accurate Investment Solutions
Pennsylvania
$164K +$221 +2 +0.1%
HGWM
2546
Harvest Group Wealth Management
Massachusetts
$162K -$1.18M -10,711 -88%
PCFFS
2547
Pacific Center for Financial Services
California
$145K – – –
PCC
2548
Park Circle Company
Maryland
$145K – – –
KBFS
2549
Kohmann Bosshard Financial Services
Ohio
$145K +$33.1K +300 +30%
KFS
2550
Kelly Financial Services
Massachusetts
$141K +$441 +4 +0.3%
100 101
102
103 104