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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2801
Sageworth Trust
Pennsylvania
$150K -$19.2K -150 -12%
JPLA
2802
Joseph P. Lucia & Associates
New York
$149K +$64K +499 +87%
1W
2803
1776 Wealth
Georgia
$144K +$132K +1,033 New
BAM
2804
Baldrige Asset Management
Pennsylvania
$141K – – –
CCM
2805
Cutler Capital Management
Massachusetts
$141K +$1.8K +14 +1%
HWM
2806
Holloway Wealth Management
Florida
$140K – – –
LWS
2807
Lucia Wealth Services
California
$140K – – –
MS
2808
Mizuho Securities
Japan
$139K -$359K -2,800 -74%
EMFAT
2809
Emerald Mutual Fund Advisers Trust
Pennsylvania
$138K +$127K +989 New
CDIA
2810
Capital Directions Investment Advisors
Georgia
$135K – – –
TWP
2811
TFO Wealth Partners
Ohio
$134K +$123K +962 New
TCM
2812
TD Capital Management
Tennessee
$130K -$10.1K -79 -8%
CCM
2813
Cribstone Capital Management
Maine
$127K -$385K -3,001 -77%
OAJ
2814
Ogorek Anthony Joseph
New York
$127K +$44K +343 +60%
HFS
2815
HBC Financial Services
Washington
$126K +$117K +913 New
CA
2816
Centerpoint Advisors
Massachusetts
$122K – – –
GCM
2817
Grisanti Capital Management
New York
$119K -$1.8K -14 -2%
KFA
2818
Kays Financial Advisory
Georgia
$117K -$190K -1,482 -64%
SFG
2819
Sowa Financial Group
Rhode Island
$112K +$103K +801 New
DOA
2820
D'Orazio & Associates
Virginia
$109K – – –
ME
2821
McIlrath & Eck
Washington
$106K -$5.26K -41 -5%
BWL
2822
Bogart Wealth LLC
Virginia
$92K +$16.5K +129 +24%
HL
2823
Harding Loevner
New Jersey
$89K – – –
AFS
2824
Aft Forsyth & Sober
Florida
$87K +$80.2K +625 New
SCA
2825
Stuart Chaussee & Associates
California
$84K – – –
111 112
113
114 115