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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3501
Carolina Wealth Advisors
South Carolina
$12K -$22.1K -150 -64%
BA
3502
Bivin & Associates
Oklahoma
$11K – – –
RIM
3503
Ranger Investment Management
Texas
$10K – – –
ST
3504
Sageworth Trust
Pennsylvania
$10K – – –
MUMSS
3505
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$10.3K -70 -54%
CWM
3506
Cedar Wealth Management
California
$7K – – –
YAL
3507
Your Advocates Ltd
Texas
$7K – – –
UFF
3508
USA Financial Formulas
Michigan
$5K -$4.58K -31 -44%
KIG
3509
Kessler Investment Group
Indiana
$4K – – –
FIA
3510
FNY Investment Advisers
New York
$4K +$5.17K +35 New
CWM
3511
CarsonAllaria Wealth Management
Illinois
$3K – – –
EC
3512
Elequin Capital
New York
$2K -$886 -6 -26%
MIM
3513
Macroview Investment Management
Maryland
$2K – – –
DCM
3514
Davidson Capital Management
Texas
$2K +$148 +1 +6%
IA
3515
IFS Advisors
Kansas
$1K – – –
TFA
3516
Transamerica Financial Advisors
Florida
$1K – – –
ONST
3517
Old North State Trust
North Carolina
$595 -$643K -4,358 -100%
GQG Partners
3518
GQG Partners
Florida
– -$807M -5,095,612 Closed
AIM
3519
Artemis Investment Management
United Kingdom
– -$155M -980,310 Closed
SC
3520
Sculptor Capital
New York
– -$114M -716,892 Closed
FI
3521
Focused Investors
California
– -$76M -479,800 Closed
OCM
3522
Osterweis Capital Management
California
– -$52M -328,211 Closed
Qube Research & Technologies (QRT)
3523
Qube Research & Technologies (QRT)
United Kingdom
– -$51.1M -322,724 Closed
MSR
3524
Main Street Research
Connecticut
– -$30.6M -193,196 Closed
HF
3525
HRT Financial
New York
– -$28.1M -190,637 Closed