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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2676
Marquette Asset Management
Minnesota
$140K +$48.6K +400 +35%
DTIM
2677
Danda Trouve Investment Management
Kansas
$137K +$43.5K +358 +31%
SIS
2678
Sound Income Strategies
Florida
$136K +$123K +1,010 +201%
BSG
2679
Black Swift Group
Colorado
$135K +$182K +1,500 New
JJ
2680
JDC-JSC
New York
$135K +$182K +1,500 New
SC
2681
Solstein Capital
California
$134K -$288K -2,368 -61%
HGWM
2682
Harvest Group Wealth Management
Massachusetts
$131K – – –
PO
2683
Private Ocean
California
$125K -$81.5K -671 -32%
RFWA
2684
RPg Family Wealth Advisory
Massachusetts
$125K -$15.2K -125 -8%
NCM
2685
Next Capital Management
New York
$123K +$166K +1,370 New
HIM
2686
Hillsdale Investment Management
Ontario, Canada
$121K +$163K +1,340 New
FFW
2687
Fusion Family Wealth
New York
$117K – – –
SAM
2688
Sycomore Asset Management
France
$117K +$158K +1,300 New
KFS
2689
Kelly Financial Services
Massachusetts
$112K -$14.2K -117 -9%
JSC
2690
Jackson Square Capital
California
$112K -$55.3K -455 -27%
LPWM
2691
Lake Point Wealth Management
Texas
$108K -$220K -1,807 -60%
CFD
2692
Creative Financial Designs
Indiana
$108K +$4.74K +39 +3%
CC
2693
Cognios Capital
Kansas
$105K +$142K +1,171 New
LF
2694
Lee Financial
Texas
$104K -$61.5K -506 -30%
MWA
2695
Moser Wealth Advisors
Washington
$104K +$85K +700 +156%
CFN
2696
Cordasco Financial Network
Florida
$104K +$100K +826 +248%
HFA
2697
HC Financial Advisors
California
$101K +$136K +1,118 New
APW
2698
Acima Private Wealth
Virginia
$100K – – –
JPLA
2699
Joseph P. Lucia & Associates
New York
$100K +$4.37K +36 +3%
VCS
2700
Vaughan & Co Securities
New Jersey
$99.1K – – –
106 107
108
109 110