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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
4101
Avion Wealth
Texas
$144K +$87.2K +414 +152%
MCA
4102
Maryland Capital Advisors
Maryland
$143K -$421 -2 -0.3%
T
4103
Tidemark
California
$142K +$6.32K +30 +5%
TCM
4104
TruNorth Capital Management
Michigan
$140K +$13.3K +63 +10%
PP
4105
Pingora Partners
Wyoming
$140K -$21.5K -102 -13%
VFIC
4106
Valley Forge Investment Consultants
Pennsylvania
$139K +$20.6K +98 +17%
EA
4107
Evolution Advisers
Virginia
$138K – – –
GWSA
4108
Global Wealth Strategies & Associates
Colorado
$137K +$28.6K +136 +26%
MCM
4109
MidAtlantic Capital Management
Virginia
$136K -$3.37K -16 -2%
DF
4110
DecisionPoint Financial
Arizona
$129K – – –
BCM
4111
Basso Capital Management
Connecticut
$127K -$178K -847 -58%
DCM
4112
Disciplina Capital Management
Tennessee
$127K -$205M -971,791 -100%
DF
4113
Dunhill Financial
United Kingdom
$126K -$25.9K -123 -17%
BC
4114
Broadwater Capital
Massachusetts
$123K – – –
NCM
4115
Northwest Capital Management
Oregon
$122K – – –
JWM
4116
Jupiter Wealth Management
Colorado
$121K – – –
APW
4117
Acima Private Wealth
Virginia
$120K – – –
EFP
4118
EnRich Financial Partners
Wisconsin
$119K -$7.37K -35 -6%
DCM
4119
Davis Capital Management
Florida
$117K +$18.5K +88 +19%
HCM
4120
Horrell Capital Management
Arkansas
$115K – – –
CWM
4121
Cedar Wealth Management
California
$113K – – –
TCG
4122
Transcendent Capital Group
Oklahoma
$113K – – –
MFT
4123
Moisand Fitzgerald Tamayo
Florida
$109K -$41.1K -195 -27%
SCA
4124
Stuart Chaussee & Associates
California
$106K +$211 +1 +0.2%
AAG
4125
Accordant Advisory Group
Maryland
$106K +$211 +1 +0.2%
163 164
165
166 167