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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
4626
Bear Mountain Capital
Washington
$53.1K +$3.82K +15 +7%
TCM
4627
Tanaka Capital Management
New York
$53K -$3.82K -15 -6%
HFS
4628
Horizon Financial Services
North Carolina
$49.8K -$2.29K -9 -4%
LWA
4629
Lowe Wealth Advisors
Maryland
$49.3K – – –
HWM
4630
Horizons Wealth Management
North Carolina
$49.1K -$6.37K -25 -11%
APW
4631
Atlantic Private Wealth
North Carolina
$49.1K – – –
KSWA
4632
Kathleen S. Wright Associates
Pennsylvania
$49.1K – – –
CF
4633
Collier Financial
Colorado
$46.4K +$255 +1 +0.5%
NECFA
4634
New England Capital Financial Advisors
Connecticut
$44.3K – – –
MCA
4635
Midwest Capital Advisors
Michigan
$44.1K – – –
PMIM
4636
Prudent Man Investment Management
Colorado
$42.7K – – –
MBFW
4637
Morton Brown Family Wealth
Pennsylvania
$39.7K +$7.14K +28 +21%
ICCON
4638
Investment Counsel Company of Nevada
Nevada
$38.3K – – –
DRP
4639
Decker Retirement Planning
Utah
$37K -$68.1K -267 -64%
CWA
4640
Carolina Wealth Advisors
South Carolina
$36.5K – – –
FW
4641
Fairway Wealth
Ohio
$35.3K -$63.7K -250 -63%
CIR
4642
Clear Investment Research
Georgia
$33.2K -$765 -3 -2%
CG
4643
Curat Global
New Hampshire
$33.1K +$34.4K +135 New
BIM
4644
Breakwater Investment Management
Washington
$31.2K – – –
SC
4645
Swan Capital
Florida
$30.7K – – –
PPWM
4646
PFG Private Wealth Management
Florida
$30.7K +$22.2K +87 +229%
UOIF
4647
University of Illinois Foundation
Illinois
$30.5K +$31.9K +125 New
RPA
4648
Redwood Park Advisors
California
$29.4K – – –
CAM
4649
Clarity Asset Management
Iowa
$28.5K -$1.78K -7 -6%
MAFA
4650
MJT & Associates Financial Advisory
Minnesota
$28.5K +$29.6K +116 New
184 185
186
187 188