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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3301
Cowen Prime Advisors
New York
$157K – – –
HFA
3302
HC Financial Advisors
California
$154K +$52.2K +421 +45%
WAM
3303
WFA Asset Management
Wisconsin
$151K +$1.36K +11 +0.8%
VCM
3304
Versant Capital Management
Arizona
$149K -$2.23K -18 -1%
LS
3305
Leelyn Smith
Illinois
$145K – – –
HIM
3306
Hillsdale Investment Management
Ontario, Canada
$142K -$20.8K -168 -12%
WAM
3307
Worth Asset Management
Texas
$140K – – –
OBWP
3308
O'Brien Wealth Partners
Massachusetts
$136K -$45.1K -364 -23%
NIM
3309
NuWave Investment Management
New Jersey
$136K +$149K +1,205 New
CMP
3310
Coston McIsaac & Partners
Maine
$136K +$150K +1,207 New
HCM
3311
Horrell Capital Management
Arkansas
$135K – – –
UIA
3312
Ulland Investment Advisors
Minnesota
$132K – – –
KFP
3313
KB Financial Partners
New Jersey
$131K -$3.47K -28 -2%
TCCM
3314
Timber Creek Capital Management
Massachusetts
$129K – – –
PO
3315
Private Ocean
California
$128K +$38.9K +314 +38%
TAM
3316
Tucker Asset Management
Colorado
$127K +$29.7K +240 +27%
JWM
3317
Janiczek Wealth Management
Colorado
$126K +$6.07K +49 +5%
KFS
3318
Kelly Financial Services
Massachusetts
$121K +$743 +6 +0.6%
TCM
3319
Tradewinds Capital Management
Washington
$119K -$87.6K -707 -40%
LFG
3320
Larson Financial Group
Missouri
$119K +$16.6K +134 +14%
TF
3321
TimeScale Financial
Massachusetts
$118K -$8.05K -65 -6%
OA
3322
Operose Advisors
Wisconsin
$116K – – –
NOI
3323
Newton One Investments
Delaware
$115K – – –
PP
3324
PFS Partners
New Jersey
$112K +$248 +2 +0.2%
FA
3325
Financial Advantage
Maryland
$112K -$12.4K -100 -9%
131 132
133
134 135