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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
3276
Covestor
United Kingdom
$287K -$3.29K -26 -1%
HFM
3277
Harvest Fund Management
China
$287K +$257K +2,026 +1,809%
LFA
3278
Level Financial Advisors
New York
$286K -$2.91K -23 -1%
AW
3279
Avion Wealth
Texas
$286K – – –
IPW
3280
IronBridge Private Wealth
Texas
$285K -$1.03M -8,120 -79%
BWCS
3281
Beirne Wealth Consulting Services
Connecticut
$285K -$4.31K -34 -2%
ZIMP
3282
Zimmermann Investment Management & Planning
Pennsylvania
$284K +$21.8K +172 +9%
HWMA
3283
Heritage Wealth Management (Arizona)
Arizona
$282K +$159K +1,252 +147%
AFIA
3284
America First Investment Advisors
Nebraska
$282K – – –
FC
3285
FCA Corp
Texas
$282K – – –
CFG
3286
Compton Financial Group
Maryland
$281K – – –
BBPWM
3287
Blue Bell Private Wealth Management
Pennsylvania
$281K -$18.4K -145 -6%
GCM
3288
G2 Capital Management
Ohio
$280K +$127 +1 +0%
CWM
3289
CCG Wealth Management
California
$279K +$264K +2,083 New
HI
3290
Harper Investing
California
$279K -$338K -2,669 -56%
FF
3291
Fluent Financial
Texas
$278K -$5.53M -43,679 -95%
RI
3292
Ridgewood Investments
New Jersey
$278K -$18.5K -146 -7%
SC
3293
Sepio Capital
Utah
$278K +$262K +2,071 New
MSWMA
3294
Market Street Wealth Management Advisors
Indiana
$277K – – –
BBA
3295
Braun-Bostich & Associates
Pennsylvania
$276K +$261K +2,060 New
RHJA
3296
Rice Hall James & Associates
California
$276K – – –
NF
3297
Norwood Financial
Pennsylvania
$276K – – –
NC
3298
NovaPoint Capital
Georgia
$276K -$11.4K -90 -4%
OPPS
3299
Obsidian Personal Planning Solutions
Maryland
$275K +$260K +2,054 New
SAF
3300
Smith Anglin Financial
Texas
$275K +$11.5K +91 +5%
130 131
132
133 134