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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4001
Stonebridge Capital Management
California
$200K +$180K +1,000 New
W
4002
WealthCollab
Washington
$194K +$68.6K +380 +65%
AA
4003
AlphaCentric Advisors
Puerto Rico
$194K -$22.9K -127 -12%
TCCM
4004
Timber Creek Capital Management
Massachusetts
$190K – – –
FIM
4005
FWL Investment Management
Texas
$190K +$23.5K +130 +16%
VIA
4006
Virtus Investment Advisers
Connecticut
$188K -$18K -100 -10%
HT
4007
Headlands Technologies
Illinois
$188K +$138K +766 +443%
CPG
4008
Cornerstone Planning Group
New Jersey
$182K -$4.87K -27 -3%
FG
4009
Fairman Group
Pennsylvania
$180K – – –
SA
4010
Scarborough Advisors
Maryland
$176K -$2.89K -16 -2%
HFS
4011
HBC Financial Services
Washington
$171K -$17.9K -99 -10%
MIM
4012
Macroview Investment Management
Maryland
$169K – – –
PP
4013
Paloma Partners
Connecticut
$166K -$1.62M -8,994 -92%
TCM
4014
TD Capital Management
Tennessee
$166K +$9.02K +50 +6%
FA
4015
Financial Avengers
California
$163K +$12.3K +68 +9%
SCA
4016
Sander Capital Advisors
Washington
$160K +$3.61K +20 +3%
ATC
4017
Advantage Trust Company
Kansas
$158K – – –
FSWA
4018
Financial Synergies Wealth Advisors
Texas
$158K +$79.2K +439 +126%
GAA
4019
Global Assets Advisory
Florida
$155K +$141K +779 New
PP
4020
Pingora Partners
Wyoming
$153K +$138K +765 New
VWA
4021
Valued Wealth Advisors
Utah
$153K +$49.4K +274 +56%
BCCM
4022
Black Cypress Capital Management
Florida
$147K +$133K +735 New
MCM
4023
MidAtlantic Capital Management
Virginia
$146K -$8.3K -46 -6%
RS
4024
Rakuten Securities
Japan
$146K +$84.1K +466 +179%
GWMI
4025
Guardian Wealth Management (Illinois)
Illinois
$145K +$722 +4 +0.6%
159 160
161
162 163