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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3401
Activest Wealth Management
Florida
$11K +$867 +7 +7%
CWA
3402
Carolina Wealth Advisors
South Carolina
$10K – – –
GAG
3403
Goodman Advisory Group
Massachusetts
$10K +$11.5K +93 New
BA
3404
Bivin & Associates
Oklahoma
$9K – – –
CAM
3405
ClariVest Asset Management
California
$8K -$1.86K -15 -17%
RIM
3406
Ranger Investment Management
Texas
$8K – – –
ST
3407
Sageworth Trust
Pennsylvania
$8K – – –
BI
3408
Bramshill Investments
Florida
$7K -$948K -7,653 -99%
MBFW
3409
Morton Brown Family Wealth
Pennsylvania
$7K -$11.4K -92 -61%
MUMSS
3410
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K – – –
YAL
3411
Your Advocates Ltd
Texas
$6K – – –
FGAM
3412
Financial Gravity Asset Management
Texas
$5.74K -$75.6K -610 -18%
BIM
3413
Baldwin Investment Management
Pennsylvania
$5.67K -$197K -1,586 -3%
CWM
3414
Cedar Wealth Management
California
$5K – – –
KIG
3415
Kessler Investment Group
Indiana
$3K – – –
MIM
3416
Macroview Investment Management
Maryland
$3K +$1.11K +9 +50%
FWA
3417
FSC Wealth Advisors
New York
$3K +$3.47K +28 New
JSAM
3418
J. Safra Asset Management
New York
$2K -$21.6K -174 -41%
DCM
3419
Davidson Capital Management
Texas
$2K – – –
UFF
3420
USA Financial Formulas
Michigan
$1K -$3.47K -28 -72%
IA
3421
IFS Advisors
Kansas
$1K – – –
GSAM
3422
Grant Street Asset Management
Pennsylvania
$613 +$125K +1,011 +23%
ONST
3423
Old North State Trust
North Carolina
$487 – – –
IFO
3424
Independent Family Office
New York
$433 -$9.29K -75 -2%
RDIA
3425
RE Dickinson Investment Advisors
Iowa
$69 – – –
135 136
137
138 139