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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4126
Cutler Capital Management
Massachusetts
$105K – – –
BHWM
4127
Bay Harbor Wealth Management
Maryland
$103K +$11.4K +54 +12%
HC
4128
Hoese & Co
Minnesota
$102K – – –
HFS
4129
Horizon Financial Services
North Carolina
$102K – – –
MSWM
4130
Mowery & Schoenfeld Wealth Management
Illinois
$102K +$9.06K +43 +10%
RFG
4131
REAP Financial Group
Texas
$101K +$28.6K +136 +40%
SRCM
4132
Signature Resources Capital Management
California
$100K -$2.53K -12 -2%
MWA
4133
Miller Wealth Advisors
Colorado
$96.5K – – –
NA
4134
Nordwand Advisors
Pennsylvania
$92.6K – – –
TPW
4135
Talon Private Wealth
Florida
$91.3K +$91.2K +433 New
RI
4136
Ridgewood Investments
New Jersey
$91K -$421 -2 -0.5%
RTL
4137
Red Tortoise LLC
Georgia
$86.6K +$211 +1 +0.2%
DPW
4138
DiNuzzo Private Wealth
Pennsylvania
$84.8K +$843 +4 +1%
MAM
4139
Marquette Asset Management
Minnesota
$84.3K – – –
PA
4140
Pineridge Advisors
Missouri
$73.6K -$15K -71 -17%
RF
4141
Robbins Farley
New Hampshire
$73K +$3.58K +17 +5%
FGA
4142
Fortis Group Advisors
New Jersey
$64.2K – – –
PPA
4143
Painted Porch Advisors
California
$62.9K – – –
HWM
4144
Horizons Wealth Management
North Carolina
$58.6K – – –
TVWM
4145
Tower View Wealth Management
Wisconsin
$57.9K +$421 +2 +0.7%
TLA
4146
Tanglewood Legacy Advisors
Texas
$57.6K – – –
BFA
4147
BBJS Financial Advisors
Washington
$55.9K – – –
TCM
4148
Tanaka Capital Management
New York
$55K -$6.53K -31 -11%
VF
4149
VitalStone Financial
Texas
$53.9K +$421 +2 +0.8%
ACM
4150
Anfield Capital Management
California
$53.8K +$17.9K +85 +50%
164 165
166
167 168