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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
4076
Creative Capital Management Investments
California
$53.5K – – –
VF
4077
VitalStone Financial
Texas
$51K – – –
PCM
4078
Palouse Capital Management
Washington
$50.1K +$45.1K +250 New
HWM
4079
Horizons Wealth Management
North Carolina
$47.3K – – –
SCA
4080
Stuart Chaussee & Associates
California
$47.1K – – –
VWWMG
4081
Vermillion & White Wealth Management Group
Pennsylvania
$46.9K – – –
GIS
4082
Grayhawk Investment Strategies
Alberta, Canada
$44.5K – – –
UIA
4083
Ulland Investment Advisors
Minnesota
$42K – – –
PWM
4084
Partnership Wealth Management
Maryland
$41.5K – – –
BFP
4085
Briaud Financial Planning
Texas
$41K +$36.1K +200 New
KSWA
4086
Kathleen S. Wright Associates
Pennsylvania
$40.1K +$36.1K +200 New
FCG
4087
Financial Connections Group
California
$40K -$187K -1,034 -84%
MSWM
4088
Mowery & Schoenfeld Wealth Management
Illinois
$39.5K -$1.44K -8 -4%
BFS
4089
Bare Financial Services
Pennsylvania
$38.9K – – –
DCM
4090
Davidson Capital Management
Texas
$37.3K +$33.6K +186 New
LAM
4091
Lummis Asset Management
Texas
$36.5K – – –
RF
4092
Robinswood Financial
Washington
$34.6K – – –
RCM
4093
Richardson Capital Management
Wisconsin
$34.1K +$30.7K +170 New
CAM
4094
ClariVest Asset Management
California
$33.8K +$6.86K +38 +29%
DWA
4095
Delos Wealth Advisors
Texas
$33K -$8.66K -48 -23%
RG
4096
Retirement Group
California
$31.4K +$19.7K +109 +227%
LWA
4097
Lowe Wealth Advisors
Maryland
$30K – – –
YAL
4098
Your Advocates Ltd
Texas
$30K +$18K +100 +200%
CWA
4099
Carolina Wealth Advisors
South Carolina
$27.8K +$7.22K +40 +40%
SFCL
4100
Strengthening Families & Communities LLC
Massachusetts
$27K +$180 +1 +0.8%
162 163
164
165 166