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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2801
Creative Financial Designs
Indiana
$163K -$34.5K -269 -19%
DTIM
2802
Danda Trouve Investment Management
Kansas
$162K +$149K +1,163 New
MAM
2803
Marquette Asset Management
Minnesota
$161K – – –
IWP
2804
IAG Wealth Partners
Wisconsin
$161K +$148K +1,151 New
PCFFS
2805
Pacific Center for Financial Services
California
$160K -$19.9K -155 -12%
WWM
2806
Willingdon Wealth Management
North Carolina
$158K -$9.23K -72 -6%
BBA
2807
Braun-Bostich & Associates
Pennsylvania
$157K -$218K -1,702 -60%
APW
2808
Acima Private Wealth
Virginia
$155K – – –
CFG
2809
Capstone Financial Group
Oklahoma
$155K +$143K +1,115 New
VCS
2810
Vaughan & Co Securities
New Jersey
$153K +$141K +1,101 New
ACM
2811
Anfield Capital Management
California
$153K +$143K +1,113 New
FGAM
2812
Financial Gravity Asset Management
Texas
$151K -$48.2K -376 -58%
ST
2813
Sageworth Trust
Pennsylvania
$150K -$19.2K -150 -12%
JPLA
2814
Joseph P. Lucia & Associates
New York
$149K +$64K +499 +87%
1W
2815
1776 Wealth
Georgia
$144K +$132K +1,033 New
BAM
2816
Baldrige Asset Management
Pennsylvania
$141K – – –
CCM
2817
Cutler Capital Management
Massachusetts
$141K +$1.8K +14 +1%
HWM
2818
Holloway Wealth Management
Florida
$140K – – –
LWS
2819
Lucia Wealth Services
California
$140K – – –
MS
2820
Mizuho Securities
Japan
$139K -$359K -2,800 -74%
EMFAT
2821
Emerald Mutual Fund Advisers Trust
Pennsylvania
$138K +$127K +989 New
CDIA
2822
Capital Directions Investment Advisors
Georgia
$135K – – –
TWP
2823
TFO Wealth Partners
Ohio
$134K +$123K +962 New
TCM
2824
TD Capital Management
Tennessee
$130K -$10.1K -79 -8%
CCM
2825
Cribstone Capital Management
Maine
$127K -$385K -3,001 -77%
111 112
113
114 115