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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3101
New Capital Management
Texas
$20K – – –
MFT
3102
Moisand Fitzgerald Tamayo
Florida
$20K +$894 +8 +5%
KC
3103
Kinloch Capital
Virginia
$20K +$17.8K +159 New
HFS
3104
HBC Financial Services
Washington
$19K -$3.35K -30 -17%
TVWM
3105
Tower View Wealth Management
Wisconsin
$17K – – –
LWP
3106
Laurel Wealth Planning
Minnesota
$16K +$14.2K +127 New
CAM
3107
ClariVest Asset Management
California
$15K +$2.23K +20 +20%
ARIS
3108
Advanced Research Investment Solutions
California
$14K +$3.8K +34 +47%
ITFISA
3109
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.6K +$12K +107 New
RCC
3110
Red Cedar Capital
Nebraska
$13K – – –
FA
3111
Financial Advantage
Maryland
$12K – – –
JMF
3112
Johnson Midwest Financial
Iowa
$12K +$10.2K +91 New
CWM
3113
Cedar Wealth Management
California
$11K – – –
BA
3114
Bellwether Advisors
Nebraska
$11K +$10.5K +94 New
RIM
3115
Ranger Investment Management
Texas
$10K -$782 -7 -8%
CAM
3116
CenterStar Asset Management
Illinois
$9K – – –
HF
3117
Halpern Financial
Virginia
$8.39K – – –
FGAM
3118
Financial Gravity Asset Management
Texas
$7K +$6.15K +55 New
BC
3119
Belmont Capital
California
$6K – – –
YAL
3120
Your Advocates Ltd
Texas
$6K – – –
CMBA
3121
C.M. Bidwell & Associates
Hawaii
$4K -$3.24K -29 -45%
CWA
3122
Carolina Wealth Advisors
South Carolina
$3K -$2.68K -24 -49%
UFF
3123
USA Financial Formulas
Michigan
$3K -$1.79K -16 -43%
MIM
3124
Macroview Investment Management
Maryland
$3K +$112 +1 +5%
UOTTAIMCU
3125
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$2.23K +20 New
123 124
125
126 127