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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
4101
TD Capital Management
Tennessee
$175K +$11.6K +55 +7%
FNWA
4102
Financial Network Wealth Advisors
Utah
$174K -$59.8K -284 -26%
PCWA
4103
Pacific Capital Wealth Advisors
California
$164K -$35.6K -169 -18%
DP
4104
Denver PWM
Colorado
$160K -$91K -432 -36%
MAM
4105
Meeder Asset Management
Ohio
$158K +$3.16K +15 +2%
RS
4106
Rakuten Securities
Japan
$153K +$76.2K +362 +99%
GWMI
4107
Guardian Wealth Management (Illinois)
Illinois
$150K +$843 +4 +0.6%
AW
4108
Avion Wealth
Texas
$144K +$87.2K +414 +152%
MCA
4109
Maryland Capital Advisors
Maryland
$143K -$421 -2 -0.3%
T
4110
Tidemark
California
$142K +$6.32K +30 +5%
TCM
4111
TruNorth Capital Management
Michigan
$140K +$13.3K +63 +10%
PP
4112
Pingora Partners
Wyoming
$140K -$21.5K -102 -13%
VFIC
4113
Valley Forge Investment Consultants
Pennsylvania
$139K +$20.6K +98 +17%
EA
4114
Evolution Advisers
Virginia
$138K – – –
GWSA
4115
Global Wealth Strategies & Associates
Colorado
$137K +$28.6K +136 +26%
MCM
4116
MidAtlantic Capital Management
Virginia
$136K -$3.37K -16 -2%
DF
4117
DecisionPoint Financial
Arizona
$129K – – –
BCM
4118
Basso Capital Management
Connecticut
$127K -$178K -847 -58%
DCM
4119
Disciplina Capital Management
Tennessee
$127K -$205M -971,791 -100%
DF
4120
Dunhill Financial
United Kingdom
$126K -$25.9K -123 -17%
BC
4121
Broadwater Capital
Massachusetts
$123K – – –
NCM
4122
Northwest Capital Management
Oregon
$122K – – –
JWM
4123
Jupiter Wealth Management
Colorado
$121K – – –
APW
4124
Acima Private Wealth
Virginia
$120K – – –
EFP
4125
EnRich Financial Partners
Wisconsin
$119K -$7.37K -35 -6%
163 164
165
166 167