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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4626
Horizons Wealth Management
North Carolina
$49.1K -$6.37K -25 -11%
APW
4627
Atlantic Private Wealth
North Carolina
$49.1K – – –
KSWA
4628
Kathleen S. Wright Associates
Pennsylvania
$49.1K – – –
CF
4629
Collier Financial
Colorado
$46.4K +$255 +1 +0.5%
NECFA
4630
New England Capital Financial Advisors
Connecticut
$44.3K – – –
MCA
4631
Midwest Capital Advisors
Michigan
$44.1K – – –
PMIM
4632
Prudent Man Investment Management
Colorado
$42.7K – – –
MBFW
4633
Morton Brown Family Wealth
Pennsylvania
$39.7K +$7.14K +28 +21%
ICCON
4634
Investment Counsel Company of Nevada
Nevada
$38.3K – – –
DRP
4635
Decker Retirement Planning
Utah
$37K -$68.1K -267 -64%
CWA
4636
Carolina Wealth Advisors
South Carolina
$36.5K – – –
FW
4637
Fairway Wealth
Ohio
$35.3K -$63.7K -250 -63%
CIR
4638
Clear Investment Research
Georgia
$33.2K -$765 -3 -2%
CG
4639
Curat Global
New Hampshire
$33.1K +$34.4K +135 New
BIM
4640
Breakwater Investment Management
Washington
$31.2K – – –
SC
4641
Swan Capital
Florida
$30.7K – – –
PPWM
4642
PFG Private Wealth Management
Florida
$30.7K +$22.2K +87 +229%
UOIF
4643
University of Illinois Foundation
Illinois
$30.5K +$31.9K +125 New
RPA
4644
Redwood Park Advisors
California
$29.4K – – –
CAM
4645
Clarity Asset Management
Iowa
$28.5K -$1.78K -7 -6%
MAFA
4646
MJT & Associates Financial Advisory
Minnesota
$28.5K +$29.6K +116 New
WCM
4647
Westend Capital Management
California
$25K – – –
1L
4648
10Elms LLP
Oklahoma
$24.5K – – –
GAG
4649
Goodman Advisory Group
Massachusetts
$22.8K +$23.7K +93 New
ATC
4650
Advantage Trust Company
Kansas
$22.1K – – –
184 185
186
187 188