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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
3376
Matrix Trust Company
Colorado
$198K +$214K +1,452 New
CYG
3377
Clean Yield Group
Vermont
$196K -$157K -1,063 -42%
LPP
3378
Life Planning Partners
Florida
$196K +$59.3K +402 +39%
DWMG
3379
DB Wealth Management Group
California
$195K +$148 +1 +0.1%
HIM
3380
Hillsdale Investment Management
Ontario, Canada
$195K +$120K +813 +132%
OBWP
3381
O'Brien Wealth Partners
Massachusetts
$192K +$98.6K +668 +74%
CPA
3382
Cowen Prime Advisors
New York
$190K – – –
TFA
3383
Toth Financial Advisory
Virginia
$189K +$148 +1 +0.1%
BHWM
3384
Beaird Harris Wealth Management
Texas
$186K -$4.28K -29 -2%
HWM
3385
Holloway Wealth Management
Florida
$184K – – –
VCM
3386
Versant Capital Management
Arizona
$183K +$61.3K +415 +45%
HF
3387
Halpern Financial
Virginia
$183K -$29.5K -200 -13%
WAM
3388
WFA Asset Management
Wisconsin
$181K +$1.33K +9 +0.7%
LS
3389
Leelyn Smith
Illinois
$176K – – –
RCA
3390
Riverview Capital Advisers
Massachusetts
$165K +$11.7K +79 +7%
BCMLT
3391
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K +$179K +1,212 New
HCM
3392
Horrell Capital Management
Arkansas
$164K -$10.3K -70 -6%
KFP
3393
KB Financial Partners
New Jersey
$163K +$148 +1 +0.1%
UIA
3394
Ulland Investment Advisors
Minnesota
$160K -$276K -1,870 -61%
MSE
3395
MUFG Securities EMEA
United Kingdom
$159K -$62.4M -422,460 -100%
TCCM
3396
Timber Creek Capital Management
Massachusetts
$156K -$29.5K -200 -15%
TF
3397
TimeScale Financial
Massachusetts
$151K +$4.28K +29 +3%
FA
3398
Financial Advantage
Maryland
$149K +$148K +1,000 +1,000%
WAM
3399
Worth Asset Management
Texas
$148K +$185K +1,250 New
KFS
3400
Kelly Financial Services
Massachusetts
$146K +$738 +5 +0.5%
134 135
136
137 138