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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
4601
Halbert Hargrove Global Advisors
California
$78.2K +$18.4K +72 +29%
CI
4602
Clal Insurance
Israel
$78K +$64.2K +252 +394%
MAS
4603
MPWM Advisory Solutions
Georgia
$77.8K +$4.08K +16 +5%
RWS
4604
Retirement Wealth Solutions
Wisconsin
$76.8K – – –
KPP
4605
Kings Path Partners
Texas
$76.3K – – –
MC
4606
Montag & Caldwell
Georgia
$73.6K – – –
ACM
4607
Anfield Capital Management
California
$73.1K – – –
FGAM
4608
Financial Gravity Asset Management
Texas
$70.9K +$73.7K +289 New
MIM
4609
Meridiem Investment Management
United Kingdom
$68.7K – – –
CAWM
4610
Capital A Wealth Management
Pennsylvania
$68.2K +$2.8K +11 +4%
TVWM
4611
Tower View Wealth Management
Wisconsin
$68K +$255 +1 +0.4%
DCM
4612
Disciplina Capital Management
Tennessee
$61.7K -$90K -353 -58%
PCA
4613
PMV Capital Advisers
Texas
$61.3K – – –
LWMI
4614
Legacy Wealth Management (Idaho)
Idaho
$59.4K – – –
PA
4615
Pineridge Advisors
Missouri
$57.7K -$169K -663 -74%
VWWMG
4616
Vermillion & White Wealth Management Group
Pennsylvania
$57.4K – – –
BFS
4617
Bare Financial Services
Pennsylvania
$55.2K +$5.61K +22 +11%
PCM
4618
Penserra Capital Management
California
$55K -$1.82M -7,130 -97%
GIS
4619
Grayhawk Investment Strategies
Alberta, Canada
$54.5K – – –
CMA
4620
Cedar Mountain Advisors
Oregon
$53.4K +$255 +1 +0.5%
GJIA
4621
Glass Jacobson Investment Advisors
Maryland
$53.2K – – –
BMC
4622
Bear Mountain Capital
Washington
$53.1K +$3.82K +15 +7%
TCM
4623
Tanaka Capital Management
New York
$53K -$3.82K -15 -6%
HFS
4624
Horizon Financial Services
North Carolina
$49.8K -$2.29K -9 -4%
LWA
4625
Lowe Wealth Advisors
Maryland
$49.3K – – –
183 184
185
186 187