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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
4551
Valley Forge Investment Consultants
Pennsylvania
$162K – – –
BCM
4552
Basso Capital Management
Connecticut
$160K +$12.7K +50 +8%
RCA
4553
Runnymede Capital Advisors
Ohio
$160K -$53.3K -209 -24%
EA
4554
Evolution Advisers
Virginia
$159K -$1.53K -6 -0.9%
DWM
4555
Darwin Wealth Management
Florida
$158K – – –
WAOTB
4556
Wealth Advisors of Tampa Bay
Florida
$157K +$163K +640 New
MFG
4557
Mendota Financial Group
Wisconsin
$157K -$27.5K -108 -14%
DF
4558
Dunhill Financial
United Kingdom
$153K -$28.3K -111 -15%
DF
4559
DecisionPoint Financial
Arizona
$150K – – –
CCMI
4560
Creative Capital Management Investments
California
$147K – – –
WCM
4561
WealthTrak Capital Management
Virginia
$146K +$6.88K +27 +5%
FNWA
4562
Financial Network Wealth Advisors
Utah
$145K +$74.2K +291 +97%
NMG
4563
New Millennium Group
Utah
$144K -$112K -439 -43%
BHWM
4564
Bay Harbor Wealth Management
Maryland
$143K +$37.7K +148 +34%
SFO
4565
Standard Family Office
South Dakota
$141K -$111K -435 -43%
SAM
4566
Sherman Asset Management
California
$140K -$1.53K -6 -1%
APW
4567
Acima Private Wealth
Virginia
$140K – – –
WFA
4568
West Financial Advisors
Iowa
$139K -$9.43K -37 -6%
HCM
4569
Horrell Capital Management
Arkansas
$134K – – –
DCM
4570
Davis Capital Management
Florida
$130K -$6.37K -25 -5%
CW
4571
Cooksen Wealth
Texas
$129K +$164K +643 New
CCM
4572
Cloud Capital Management
Washington
$127K +$133K +520 New
SCA
4573
Stuart Chaussee & Associates
California
$124K -$39.5K -155 -24%
AAG
4574
Accordant Advisory Group
Maryland
$123K – – –
MFT
4575
Moisand Fitzgerald Tamayo
Florida
$122K -$5.35K -21 -4%
181 182
183
184 185