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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2701
MPS Loria Financial Planners
Illinois
$196K +$786 +8 +0.4%
LWS
2702
Lucia Wealth Services
California
$194K -$22.8K -232 -10%
MF
2703
Manchester Financial
California
$194K -$19.8K -202 -9%
TCCM
2704
Timber Creek Capital Management
Massachusetts
$194K – – –
OHS
2705
Odey Holdings (Switzerland)
Switzerland
$193K -$196K -2,000 -50%
MWP
2706
Meridian Wealth Partners
Pennsylvania
$193K -$3.54K -36 -2%
HGWM
2707
Harvest Group Wealth Management
Massachusetts
$193K – – –
PCTC
2708
Perkins Coie Trust Company
Washington
$189K -$190K -1,934 -50%
TCM
2709
Tanaka Capital Management
New York
$185K – – –
LD
2710
Lipe & Dalton
New York
$184K – – –
HB
2711
Horizon Bancorp
Indiana
$181K -$50.3K -512 -21%
KC
2712
Knuff & Co
California
$180K +$19.8K +202 +12%
SC
2713
Slow Capital
California
$178K -$380K -3,866 -68%
AWM
2714
Atticus Wealth Management
Florida
$178K -$215K -2,188 -54%
SLF
2715
Sun Life Financial
Ontario, Canada
$176K -$4.52K -46 -2%
TCM
2716
Tradewinds Capital Management
Washington
$173K -$19.6K -200 -10%
CYG
2717
Clean Yield Group
Vermont
$164K +$7.27K +74 +5%
WAM
2718
Wolverine Asset Management
Illinois
$162K -$109K -1,105 -40%
SL
2719
Savior LLC
Massachusetts
$159K -$1.77K -18 -1%
HCM
2720
Horrell Capital Management
Arkansas
$159K – – –
BBA
2721
Braun-Bostich & Associates
Pennsylvania
$158K -$167K -1,698 -51%
AA
2722
Advisory Alpha
Michigan
$157K +$154K +1,571 New
CC
2723
Colrain Capital
Massachusetts
$154K -$39.3K -400 -20%
SIS
2724
Sound Income Strategies
Florida
$153K -$8.84K -90 -5%
LS
2725
Leelyn Smith
Illinois
$151K -$98 -1 -0.1%
107 108
109
110 111