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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3376
Tanaka Capital Management
New York
$201K -$2.21K -15 -1%
BRA
3377
Biechele Royce Advisors
Indiana
$199K +$8.56K +58 +4%
MTC
3378
Matrix Trust Company
Colorado
$198K +$214K +1,452 New
CYG
3379
Clean Yield Group
Vermont
$196K -$157K -1,063 -42%
LPP
3380
Life Planning Partners
Florida
$196K +$59.3K +402 +39%
DWMG
3381
DB Wealth Management Group
California
$195K +$148 +1 +0.1%
HIM
3382
Hillsdale Investment Management
Ontario, Canada
$195K +$120K +813 +132%
OBWP
3383
O'Brien Wealth Partners
Massachusetts
$192K +$98.6K +668 +74%
CPA
3384
Cowen Prime Advisors
New York
$190K – – –
TFA
3385
Toth Financial Advisory
Virginia
$189K +$148 +1 +0.1%
BHWM
3386
Beaird Harris Wealth Management
Texas
$186K -$4.28K -29 -2%
HWM
3387
Holloway Wealth Management
Florida
$184K – – –
VCM
3388
Versant Capital Management
Arizona
$183K +$61.3K +415 +45%
HF
3389
Halpern Financial
Virginia
$183K -$29.5K -200 -13%
WAM
3390
WFA Asset Management
Wisconsin
$181K +$1.33K +9 +0.7%
LS
3391
Leelyn Smith
Illinois
$176K – – –
RCA
3392
Riverview Capital Advisers
Massachusetts
$165K +$11.7K +79 +7%
BCMLT
3393
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K +$179K +1,212 New
HCM
3394
Horrell Capital Management
Arkansas
$164K -$10.3K -70 -6%
KFP
3395
KB Financial Partners
New Jersey
$163K +$148 +1 +0.1%
UIA
3396
Ulland Investment Advisors
Minnesota
$160K -$276K -1,870 -61%
MSE
3397
MUFG Securities EMEA
United Kingdom
$159K -$62.4M -422,460 -100%
TCCM
3398
Timber Creek Capital Management
Massachusetts
$156K -$29.5K -200 -15%
TF
3399
TimeScale Financial
Massachusetts
$151K +$4.28K +29 +3%
FA
3400
Financial Advantage
Maryland
$149K +$148K +1,000 +1,000%
134 135
136
137 138