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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3351
HighMark Wealth Management
Minnesota
$17K +$115 +1 +0.6%
MOS
3352
MGO One Seven
Ohio
$16.9K +$49.6K +432 +0.5%
MWC
3353
MBM Wealth Consultants
Missouri
$16K – – –
SFCL
3354
Strengthening Families & Communities LLC
Massachusetts
$13K – – –
CIR
3355
Clear Investment Research
Georgia
$13K +$459 +4 +3%
FWA
3356
FSC Wealth Advisors
New York
$13K +$11.4K +99 +354%
HFM
3357
Harvest Fund Management
China
$12K – – –
DFCM
3358
Dark Forest Capital Management
Puerto Rico
$12K +$13.1K +114 New
MDCM
3359
Morgan Dempsey Capital Management
Wisconsin
$12K +$13.1K +114 New
NWM
3360
Navigation Wealth Management
Colorado
$11K – – –
AIM
3361
Axiom Investment Management
New York
$11K +$12.1K +105 New
FCG
3362
Financial Connections Group
California
$10K -$23.1K -201 -66%
RG
3363
Retirement Group
California
$10K -$5.85K -51 -34%
GAG
3364
Goodman Advisory Group
Massachusetts
$10K – – –
RCC
3365
Red Cedar Capital
Nebraska
$10K – – –
SL
3366
Savior LLC
Massachusetts
$10K – – –
TJHA
3367
Thomas J. Herzfeld Advisors
Florida
$9K -$6.43K -56 -40%
CWA
3368
Carolina Wealth Advisors
South Carolina
$9K – – –
CAM
3369
ClariVest Asset Management
California
$8K – – –
RIM
3370
Ranger Investment Management
Texas
$8K – – –
CM
3371
Cornerstone Management
Georgia
$7.32K -$9.64K -84 -55%
ST
3372
Sageworth Trust
Pennsylvania
$7K – – –
HH
3373
HWG Holdings
Texas
$7K +$7.23K +63 New
MUMSS
3374
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K – – –
FGAM
3375
Financial Gravity Asset Management
Texas
$5.17K -$47.1K -410 -15%
133 134
135
136 137