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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
4051
Centiva Capital
New York
$385K -$11.4M -49,030 -97%
GFG
4052
Grantvest Financial Group
New Jersey
$385K +$374K +1,605 New
MSWM
4053
Mowery & Schoenfeld Wealth Management
Illinois
$384K +$261K +1,119 +232%
PCA
4054
Private Capital Advisors
Connecticut
$384K – – –
MWA
4055
MN Wealth Advisors
Kansas
$383K -$10.6M -45,648 -97%
LC
4056
Lavaca Capital
Texas
$383K +$137K +590 +59%
SAM
4057
Seelaus Asset Management
New Jersey
$382K +$23.3K +100 +7%
NPI
4058
New Perspectives Inc
Mississippi
$382K – – –
SA
4059
Shilanski & Associates
Alaska
$381K -$932 -4 -0.3%
RW
4060
Rockport Wealth
Ohio
$379K +$17K +73 +5%
KFP
4061
Keener Financial Planning
Texas
$379K – – –
FEM
4062
Fulcrum Equity Management
Texas
$378K -$362K -1,555 -50%
FSCM
4063
Front Street Capital Management
Montana
$378K -$10.5K -45 -3%
PIN
4064
Prudent Investors Network
California
$377K -$9.08K -39 -2%
LFS
4065
Lutz Financial Services
Nebraska
$377K -$3.26K -14 -0.9%
KCM
4066
Kendall Capital Management
Maryland
$374K -$8.15K -35 -2%
CC
4067
Capital Counsel
New York
$374K -$11.6K -50 -3%
GWM
4068
Gitterman Wealth Management
New Jersey
$373K +$2.33K +10 +0.6%
SC
4069
Sykon Capital
New York
$373K +$38.2K +164 +12%
SWM
4070
Stark Wealth Management
Pennsylvania
$372K +$361K +1,550 New
BLAM
4071
Bourne Lent Asset Management
New York
$372K – – –
IPWA
4072
International Private Wealth Advisors
California
$371K +$361K +1,550 New
W
4073
WorthPointe
California
$371K +$10K +43 +3%
RWRC
4074
R.W. Roge & Company
New York
$370K – – –
CFS
4075
Cannon Financial Strategists
Georgia
$370K +$22.6K +97 +7%
161 162
163
164 165