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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3601
Financial Connections Group
California
$14K – – –
SL
3602
Savior LLC
Massachusetts
$13.4K – – –
FWA
3603
FSC Wealth Advisors
New York
$13.3K -$3.55K -28 -22%
MIM
3604
Macroview Investment Management
Maryland
$13.1K +$12.4K +98 New
JMF
3605
Johnson Midwest Financial
Iowa
$13K -$3.67K -29 -23%
RCC
3606
Red Cedar Capital
Nebraska
$13K – – –
TJHA
3607
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
CWA
3608
Carolina Wealth Advisors
South Carolina
$11K – – –
CAM
3609
ClariVest Asset Management
California
$11K – – –
JFG
3610
JDM Financial Group
Texas
$10.3K +$9.76K +77 New
ICM
3611
Islay Capital Management
Texas
$9.5K -$18K -142 -67%
Q
3612
QVR
California
$9.39K -$1.93M -15,211 -100%
CM
3613
Cornerstone Management
Georgia
$9.39K – – –
MUMSS
3614
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K +$1.27K +10 +17%
HH
3615
HWG Holdings
Texas
$8K – – –
BHWM
3616
Bay Harbor Wealth Management
Maryland
$7K +$127 +1 +2%
YAL
3617
Your Advocates Ltd
Texas
$6.71K – – –
TWP
3618
TFO Wealth Partners
Ohio
$5.92K +$10.3K +81 +900%
ARS
3619
Adirondack Retirement Specialists
New York
$4.96K – – –
KIG
3620
Kessler Investment Group
Indiana
$4K – – –
CWM
3621
Cedar Wealth Management
California
$3.22K – – –
RG
3622
Retirement Group
California
$3K -$10.1K -80 -80%
SWM
3623
Sanctuary Wealth Management
Idaho
$2.68K +$2.53K +20 New
DCM
3624
Davidson Capital Management
Texas
$2.01K +$1.9K +15 New
IA
3625
IFS Advisors
Kansas
$1.42K – – –
143 144
145
146 147