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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DT
3126
Daniels + Tansey
Delaware
$205K – – –
CFA
3127
Camarda Financial Advisors
Florida
$204K +$206K +1,311 New
MHP
3128
Manatuck Hill Partners
Connecticut
$203K +$205K +1,305 New
Flossbach Von Storch
3129
Flossbach Von Storch
Germany
$202K +$204K +1,300 New
MWP
3130
MYCIO Wealth Partners
Pennsylvania
$200K -$17.9K -114 -8%
TCM
3131
TD Capital Management
Tennessee
$197K +$314 +2 +0.2%
AFS
3132
Annapolis Financial Services
Maryland
$195K -$45.2K -288 -19%
TF
3133
TimeScale Financial
Massachusetts
$194K +$31.7K +202 +19%
LS
3134
Leelyn Smith
Illinois
$191K -$12.6K -80 -6%
MFM
3135
MD Financial Management
Ontario, Canada
$186K -$4.81M -30,651 -96%
KFS
3136
Kelly Financial Services
Massachusetts
$185K +$3.93K +25 +2%
CWAF
3137
Core Wealth Advisors (Florida)
Florida
$184K -$649K -4,130 -78%
DFCM
3138
Dark Forest Capital Management
Puerto Rico
$184K +$186K +1,184 New
KFP
3139
KB Financial Partners
New Jersey
$183K -$7.22K -46 -4%
TA
3140
Tectonic Advisors
Texas
$174K +$37.5K +239 +27%
FI
3141
Financial Insights
Washington
$173K +$175K +1,113 New
HWM
3142
Holloway Wealth Management
Florida
$171K – – –
BBL
3143
Beck Bode LLC
Massachusetts
$170K +$172K +1,094 New
SAM
3144
Sycomore Asset Management
France
$169K – – –
APWA
3145
Atlas Private Wealth Advisors
New Jersey
$167K +$82.5K +525 +96%
SFPG
3146
Stonebridge Financial Planning Group
Florida
$166K – – –
FEG
3147
Financial Enhancement Group
Indiana
$165K -$10.4K -66 -6%
FFG
3148
Ford Financial Group
California
$165K +$167K +1,064 New
RFWA
3149
RPg Family Wealth Advisory
Massachusetts
$163K +$165K +1,050 New
CCM
3150
Cribstone Capital Management
Maine
$163K – – –