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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
4026
Dunhill Financial
United Kingdom
$133K +$7.4K +41 +7%
EA
4027
Evolution Advisers
Virginia
$131K – – –
GJIA
4028
Glass Jacobson Investment Advisors
Maryland
$125K – – –
DF
4029
DecisionPoint Financial
Arizona
$118K – – –
RAM
4030
Riggs Asset Management
Pennsylvania
$117K +$5.96K +33 +6%
BC
4031
Broadwater Capital
Massachusetts
$116K – – –
APW
4032
Acima Private Wealth
Virginia
$114K – – –
VFIC
4033
Valley Forge Investment Consultants
Pennsylvania
$113K – – –
EFP
4034
EnRich Financial Partners
Wisconsin
$113K +$101K +562 New
JWM
4035
Jupiter Wealth Management
Colorado
$112K -$1.19M -6,613 -92%
HCM
4036
Horrell Capital Management
Arkansas
$110K – – –
MSG
4037
Main Street Group
Virginia
$105K -$1.62K -9 -2%
TCG
4038
Transcendent Capital Group
Oklahoma
$105K +$38.4K +213 +68%
GWSA
4039
Global Wealth Strategies & Associates
Colorado
$103K – – –
CSS
4040
Cubist Systematic Strategies
Connecticut
$102K -$435K -2,413 -83%
TWP
4041
TFO Wealth Partners
Ohio
$102K -$92.6K -513 -50%
CCM
4042
Cutler Capital Management
Massachusetts
$100K +$90.2K +500 New
HFS
4043
Horizon Financial Services
North Carolina
$96.9K +$87.3K +484 New
DCM
4044
Davis Capital Management
Florida
$93K +$5.23K +29 +7%
NA
4045
Nordwand Advisors
Pennsylvania
$87.9K – – –
MWA
4046
Miller Wealth Advisors
Colorado
$86.1K -$2.71K -15 -3%
BHWM
4047
Bay Harbor Wealth Management
Maryland
$85.6K -$541 -3 -0.7%
PA
4048
Pineridge Advisors
Missouri
$83.1K -$81.4K -451 -52%
HC
4049
Hoese & Co
Minnesota
$82.8K – – –
SRCM
4050
Signature Resources Capital Management
California
$82.7K – – –
160 161
162
163 164