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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4551
WPG Advisers
Maryland
$157K +$153K +655 New
EA
4552
Evolution Advisers
Virginia
$157K – – –
DP
4553
Denver PWM
Colorado
$149K -$31.2K -134 -18%
DF
4554
DecisionPoint Financial
Arizona
$146K – – –
DCM
4555
Disciplina Capital Management
Tennessee
$145K +$932 +4 +0.7%
BCM
4556
Basso Capital Management
Connecticut
$145K – – –
WFA
4557
West Financial Advisors
Iowa
$145K +$99.7K +428 +245%
MCM
4558
MidAtlantic Capital Management
Virginia
$144K -$10K -43 -7%
CCMI
4559
Creative Capital Management Investments
California
$143K +$95.7K +411 +220%
TPW
4560
Talon Private Wealth
Florida
$143K +$38K +163 +38%
SAM
4561
Sherman Asset Management
California
$138K +$134K +576 New
APW
4562
Acima Private Wealth
Virginia
$136K – – –
WCM
4563
WealthTrak Capital Management
Virginia
$136K +$132K +567 New
EFP
4564
EnRich Financial Partners
Wisconsin
$135K – – –
DCM
4565
Davis Capital Management
Florida
$133K – – –
RFG
4566
REAP Financial Group
Texas
$132K +$17.5K +75 +16%
HCM
4567
Horrell Capital Management
Arkansas
$131K – – –
LFA
4568
LGT Financial Advisors
Texas
$131K +$116K +500 +1,111%
TCG
4569
Transcendent Capital Group
Oklahoma
$128K – – –
XC
4570
XY Capital
Hong Kong
$127K +$123K +528 New
MFT
4571
Moisand Fitzgerald Tamayo
Florida
$124K – – –
PP
4572
Pingora Partners
Wyoming
$121K -$36.8K -158 -24%
AAG
4573
Accordant Advisory Group
Maryland
$120K – – –
NWWA
4574
New Wave Wealth Advisors
Arkansas
$119K -$131K -564 -53%
GFM
4575
GF Fund Management
China
$114K +$111K +475 New
181 182
183
184 185