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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2526
Strategic Wealth Partners
Ohio
$191K +$1.2M +10,640 +183%
WCM
2527
Wallace Capital Management
Texas
$189K -$113K -1,000 -38%
TF
2528
TimeScale Financial
Massachusetts
$189K +$11.3K +100 +7%
HCM
2529
Hilton Capital Management
New York
$185K -$432K -3,816 -71%
BRC
2530
Bell Rock Capital
Delaware
$184K -$56.1K -496 -24%
LGWM
2531
Litman Gregory Wealth Management
California
$181K -$68.5K -606 -28%
AIS
2532
Accurate Investment Solutions
Pennsylvania
$173K +$339 +3 +0.2%
HGWM
2533
Harvest Group Wealth Management
Massachusetts
$172K +$679 +6 +0.4%
PO
2534
Private Ocean
California
$166K +$42.5K +376 +37%
CFD
2535
Creative Financial Designs
Indiana
$161K +$49.9K +441 +45%
FEG
2536
Financial Enhancement Group
Indiana
$155K +$49.4K +437 +49%
FFW
2537
Fusion Family Wealth
New York
$153K -$816K -7,215 -85%
KBFS
2538
Kohmann Bosshard Financial Services
Ohio
$153K – – –
PCFFS
2539
Pacific Center for Financial Services
California
$153K – – –
KFS
2540
Kelly Financial Services
Massachusetts
$152K +$3.62K +32 +3%
AA
2541
Advisory Alpha
Michigan
$147K +$147K +1,301 New
ST
2542
Sageworth Trust
Pennsylvania
$145K – – –
APC
2543
Aspire Private Capital
North Carolina
$145K +$15.7K +139 +13%
WWM
2544
Willingdon Wealth Management
North Carolina
$142K -$6.77M -59,892 -98%
EI
2545
Ellevest Inc
New York
$141K -$3.96K -35 -3%
1NWS
2546
1 North Wealth Services
Maryland
$141K +$135K +1,197 New
NC
2547
NewSquare Capital
Pennsylvania
$136K -$67.8K -599 -34%
MAM
2548
Marquette Asset Management
Minnesota
$136K +$22.6K +200 +21%
APW
2549
Acima Private Wealth
Virginia
$130K +$19.8K +175 +19%
LWS
2550
Lucia Wealth Services
California
$119K – – –
100 101
102
103 104