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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4601
Ravenstone Capital Management
$71.9K +$69.9K +300 New
ACM
4602
Anfield Capital Management
California
$71.4K +$10K +43 +17%
EFMH
4603
E Fund Management (HK)
Hong Kong
$71K +$69.2K +297 New
MIM
4604
Meridiem Investment Management
United Kingdom
$67.1K -$252K -1,080 -79%
LIS
4605
Legacy Investment Solutions
Idaho
$66.7K +$6.99K +30 +14%
LWMI
4606
Legacy Wealth Management (Idaho)
Idaho
$66.7K +$6.99K +30 +14%
TVWM
4607
Tower View Wealth Management
Wisconsin
$66.2K +$233 +1 +0.4%
EPW
4608
Endeavor Private Wealth
Kansas
$66.1K +$64.3K +276 New
CAWM
4609
Capital A Wealth Management
Pennsylvania
$64K +$62.2K +267 New
FGC
4610
Financial Gravity Companies
Texas
$63.5K +$61K +262 +8,733%
TWD
4611
True Wealth Design
Ohio
$62.1K +$5.82K +25 +11%
PCA
4612
PMV Capital Advisers
Texas
$59.9K +$58.2K +250 New
HHGA
4613
Halbert Hargrove Global Advisors
California
$59.2K +$57.5K +247 New
VWWMG
4614
Vermillion & White Wealth Management Group
Pennsylvania
$56.1K – – –
TCM
4615
Tanaka Capital Management
New York
$56K -$7.22K -31 -12%
HWM
4616
Horizons Wealth Management
North Carolina
$53.9K -$12.3K -53 -19%
MDA
4617
Minot DeBlois Advisors
Massachusetts
$53.9K +$52.4K +225 New
BMC
4618
Bear Mountain Capital
Washington
$53.7K – – –
GIS
4619
Grayhawk Investment Strategies
Alberta, Canada
$53.2K – – –
GJIA
4620
Glass Jacobson Investment Advisors
Maryland
$53.2K +$15.1K +65 +41%
CMA
4621
Cedar Mountain Advisors
Oregon
$52.1K -$7.92K -34 -14%
HFS
4622
Horizon Financial Services
North Carolina
$50.8K -$63.4K -272 -56%
KG
4623
Kieckhefer Group
Wisconsin
$50.3K +$48.9K +210 New
UIA
4624
Ulland Investment Advisors
Minnesota
$50K – – –
RF
4625
Robinswood Financial
Washington
$49.7K – – –
183 184
185
186 187