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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
3576
Beacon Capital Management LLC (Tennessee)
Tennessee
$720K -$15.6K -61 -2%
MWM
3577
Mindset Wealth Management
Indiana
$720K +$187K +732 +33%
OCG
3578
Opus Capital Group
Ohio
$720K +$19.9K +78 +3%
HIM
3579
Hanlon Investment Management
New Jersey
$719K +$17.1K +67 +2%
AA
3580
Alpha Advisors
Virginia
$719K +$25.5K +100 +4%
EIM
3581
Essex Investment Management
Massachusetts
$717K -$185K -727 -20%
HKAM
3582
Horizon Kinetics Asset Management
New York
$715K -$212K -830 -22%
CFG
3583
Clayton Financial Group
Missouri
$715K -$49.7K -195 -6%
FFL
3584
Financial Freedom LLC
Ohio
$715K +$1.27K +5 +0.2%
RA
3585
Riversedge Advisors
Delaware
$714K +$83.1K +326 +13%
MPCL
3586
My Personal CFO LLC
Washington
$714K -$11.7K -46 -2%
NCM
3587
Next Capital Management
New York
$714K -$194K -760 -21%
SC
3588
Saturna Capital
Washington
$712K +$153K +600 +26%
SHF
3589
Safe Harbor Fiduciary
Florida
$712K – – –
WIA
3590
Wealthedge Investment Advisors
New York
$711K -$23.7K -93 -3%
CA
3591
CapWealth Advisors
Tennessee
$711K +$1.53K +6 +0.2%
ICM
3592
Islay Capital Management
Texas
$711K – – –
BDFN
3593
Bond & Devick Financial Network
Minnesota
$711K +$118K +462 +19%
OCM
3594
Objective Capital Management
Ohio
$711K -$942K -3,693 -56%
CCP
3595
Clarity Capital Partners
California
$710K -$22.2K -87 -3%
SP
3596
Successful Portfolios
Florida
$710K +$255 +1 +0%
AIA
3597
Arbor Investment Advisors
North Carolina
$710K +$1.53K +6 +0.2%
AIA
3598
AIMZ Investment Advisors
California
$710K +$22.7K +89 +3%
DFA
3599
DHK Financial Advisors
New Hampshire
$709K -$595K -2,335 -45%
WFA
3600
WMG Financial Advisors
Tennessee
$709K +$14.8K +58 +2%
142 143
144
145 146