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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2551
Lee Financial
Texas
$186K +$46.5K +422 +34%
HCM
2552
Horrell Capital Management
Arkansas
$184K – – –
WA
2553
WestEnd Advisors
North Carolina
$183K -$37.5M -339,864 -100%
LWM
2554
Liberty Wealth Management
California
$177K +$13.2K +120 +8%
TF
2555
TimeScale Financial
Massachusetts
$168K +$166K +1,503 New
AIS
2556
Accurate Investment Solutions
Pennsylvania
$164K +$221 +2 +0.1%
HGWM
2557
Harvest Group Wealth Management
Massachusetts
$162K -$1.18M -10,711 -88%
PCFFS
2558
Pacific Center for Financial Services
California
$145K – – –
PCC
2559
Park Circle Company
Maryland
$145K – – –
KBFS
2560
Kohmann Bosshard Financial Services
Ohio
$145K +$33.1K +300 +30%
KFS
2561
Kelly Financial Services
Massachusetts
$141K +$441 +4 +0.3%
EI
2562
Ellevest Inc
New York
$138K +$104K +940 +321%
ST
2563
Sageworth Trust
Pennsylvania
$137K +$16.5K +150 +14%
QCIG
2564
Quad-Cities Investment Group
Iowa
$135K +$20.5K +186 +18%
ACP
2565
Arcus Capital Partners
Georgia
$133K +$131K +1,189 New
BL
2566
Balentine LLC
Georgia
$130K -$25.7K -233 -17%
CFA
2567
Camarda Financial Advisors
Florida
$123K -$14.1K -128 -10%
APC
2568
Aspire Private Capital
North Carolina
$122K +$11K +100 +10%
WCG
2569
Weaver Consulting Group
California
$119K – – –
NCM
2570
Next Capital Management
New York
$115K +$106K +958 +1,277%
PO
2571
Private Ocean
California
$114K -$5.51K -50 -5%
LWS
2572
Lucia Wealth Services
California
$113K – – –
TCM
2573
TD Capital Management
Tennessee
$113K – – –
CFD
2574
Creative Financial Designs
Indiana
$111K +$9.26K +84 +9%
FIA
2575
FNY Investment Advisers
New York
$111K +$110K +1,000 New
101 102
103
104 105