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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2526
Accurate Investment Solutions
Pennsylvania
$173K +$339 +3 +0.2%
HGWM
2527
Harvest Group Wealth Management
Massachusetts
$172K +$679 +6 +0.4%
PO
2528
Private Ocean
California
$166K +$42.5K +376 +37%
CFD
2529
Creative Financial Designs
Indiana
$161K +$49.9K +441 +45%
FEG
2530
Financial Enhancement Group
Indiana
$155K +$49.4K +437 +49%
FFW
2531
Fusion Family Wealth
New York
$153K -$816K -7,215 -85%
KBFS
2532
Kohmann Bosshard Financial Services
Ohio
$153K – – –
PCFFS
2533
Pacific Center for Financial Services
California
$153K – – –
KFS
2534
Kelly Financial Services
Massachusetts
$152K +$3.62K +32 +3%
AA
2535
Advisory Alpha
Michigan
$147K +$147K +1,301 New
ST
2536
Sageworth Trust
Pennsylvania
$145K – – –
APC
2537
Aspire Private Capital
North Carolina
$145K +$15.7K +139 +13%
WWM
2538
Willingdon Wealth Management
North Carolina
$142K -$6.77M -59,892 -98%
EI
2539
Ellevest Inc
New York
$141K -$3.96K -35 -3%
1NWS
2540
1 North Wealth Services
Maryland
$141K +$135K +1,197 New
NC
2541
NewSquare Capital
Pennsylvania
$136K -$67.8K -599 -34%
MAM
2542
Marquette Asset Management
Minnesota
$136K +$22.6K +200 +21%
APW
2543
Acima Private Wealth
Virginia
$130K +$19.8K +175 +19%
LWS
2544
Lucia Wealth Services
California
$119K – – –
TCM
2545
TD Capital Management
Tennessee
$119K – – –
BAM
2546
Baldrige Asset Management
Pennsylvania
$119K +$115K +1,013 New
QCIG
2547
Quad-Cities Investment Group
Iowa
$118K -$22.5K -199 -17%
CCM
2548
Cutler Capital Management
Massachusetts
$118K +$113K +1,000 New
CDIA
2549
Capital Directions Investment Advisors
Georgia
$114K +$109K +966 New
CA
2550
Centerpoint Advisors
Massachusetts
$103K – – –
100 101
102
103 104