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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2826
Avondale Wealth Management
Texas
$21K – – –
MWA
2827
MFA Wealth Advisors
Pennsylvania
$18.3K +$18.5K +195 New
TJHA
2828
Thomas J. Herzfeld Advisors
Florida
$18K +$3.7K +39 +27%
TWP
2829
TFO Wealth Partners
Ohio
$17K -$75.1K -792 -82%
YAL
2830
Your Advocates Ltd
Texas
$17K +$11.9K +125 +250%
NCM
2831
New Capital Management
Texas
$15K -$7.97K -84 -35%
NG
2832
NWK Group
California
$14K +$14.2K +150 New
MFT
2833
Moisand Fitzgerald Tamayo
Florida
$13K -$10.4K -110 -45%
T2I
2834
Turim 21 Investimentos
Brazil
$13K +$12.8K +135 New
TVWM
2835
Tower View Wealth Management
Wisconsin
$12K +$3.6K +38 +41%
WAMC
2836
Western Asset Management Company
California
$11K +$7.68K +81 +312%
CWM
2837
Cedar Wealth Management
California
$9K -$14.7K -155 -62%
RCC
2838
Red Cedar Capital
Nebraska
$9K – – –
CAM
2839
ClariVest Asset Management
California
$9K +$2.75K +29 +42%
H
2840
Hexavest
Quebec, Canada
$8K -$41.9M -441,919 -100%
RIM
2841
Ranger Investment Management
Texas
$8K -$2.28K -24 -22%
ARIS
2842
Advanced Research Investment Solutions
California
$6.87K – – –
HF
2843
Halpern Financial
Virginia
$6.21K +$6.26K +66 New
BCMIO
2844
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
BC
2845
Belmont Capital
California
$5K – – –
DCM
2846
Davis Capital Management
Florida
$3K – – –
MIM
2847
Macroview Investment Management
Maryland
$2K -$6.36K -67 -77%
CWA
2848
Carolina Wealth Advisors
South Carolina
$2K – – –
FIA
2849
FNY Investment Advisers
New York
$2K +$2.75K +29 +2,900%
UFF
2850
USA Financial Formulas
Michigan
$1K -$949 -10 -45%
112 113
114
115 116