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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2751
Centerpoint Advisors
Massachusetts
$103K -$1.67K -17 -2%
WC
2752
Wexford Capital
Florida
$103K +$6.87K +70 +7%
LAM
2753
Lountzis Asset Management
Pennsylvania
$101K – – –
FFW
2754
Fusion Family Wealth
New York
$96K -$29.5K -300 -23%
PP
2755
PrairieView Partners
Minnesota
$96K -$10.3K -105 -10%
DOA
2756
D'Orazio & Associates
Virginia
$94K -$1.77K -18 -2%
IWP
2757
IAG Wealth Partners
Wisconsin
$93K -$1.28K -13 -1%
CCM
2758
Chiron Capital Management
Florida
$92K +$93.8K +955 New
CCM
2759
Cribstone Capital Management
Maine
$91K +$982 +10 +1%
LAS
2760
Lloyd Advisory Services
Georgia
$90K +$49.4K +503 +115%
OAJ
2761
Ogorek Anthony Joseph
New York
$88K – – –
ST
2762
Sageworth Trust
Pennsylvania
$85K -$23.2K -236 -21%
CFN
2763
Cordasco Financial Network
Florida
$83K -$29.5K -300 -26%
PS
2764
Planned Solutions
California
$82K +$83.5K +850 New
ME
2765
McIlrath & Eck
Washington
$81K – – –
BBP
2766
Banco BTG Pactual
Brazil
$80K -$4.83M -49,188 -98%
SFG
2767
Sowa Financial Group
Rhode Island
$77K – – –
ELI
2768
Empire Life Investments
Ontario, Canada
$73K – – –
EIP
2769
Ellis Investment Partners
Pennsylvania
$73K +$589 +6 +0.8%
C
2770
Cerebellum
California
$65K -$43.7K -445 -40%
HL
2771
Harding Loevner
New Jersey
$62K – – –
HS
2772
Horan Securities
United States
$54K -$2.06K -21 -4%
CPW
2773
Catalyst Private Wealth
California
$54K +$55K +560 New
JWM
2774
Janiczek Wealth Management
Colorado
$52K -$17K -173 -24%
LFG
2775
Larson Financial Group
Missouri
$52K -$12.5K -127 -19%
109 110
111
112 113