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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
4701
New England Capital Financial Advisors
Connecticut
$58.3K +$5.1K +20 +11%
LWA
4702
Lowe Wealth Advisors
Maryland
$58.3K – – –
KSWA
4703
Kathleen S. Wright Associates
Pennsylvania
$58K – – –
HWM
4704
Horizons Wealth Management
North Carolina
$53.6K -$3.83K -15 -8%
CG
4705
Curat Global
New Hampshire
$52.2K +$11.5K +45 +33%
MCA
4706
Midwest Capital Advisors
Michigan
$52.1K – – –
MBFW
4707
Morton Brown Family Wealth
Pennsylvania
$47.1K +$255 +1 +0.6%
ICCON
4708
Investment Counsel Company of Nevada
Nevada
$45.6K +$255 +1 +0.6%
CJH
4709
Christopher J. Hasenberg
Wisconsin
$45.2K +$27.1K +106 +212%
SC
4710
Swan Capital
Florida
$44.9K +$7.66K +30 +24%
DRP
4711
Decker Retirement Planning
Utah
$43.8K – – –
CWA
4712
Carolina Wealth Advisors
South Carolina
$43.2K – – –
PMIM
4713
Prudent Man Investment Management
Colorado
$42.7K – – –
CIR
4714
Clear Investment Research
Georgia
$39.5K +$255 +1 +0.7%
WCM
4715
Westend Capital Management
California
$39.1K +$8.42K +33 +32%
BIM
4716
Breakwater Investment Management
Washington
$36.8K – – –
RIM
4717
Ryan Investment Management
Colorado
$36.8K +$32.4K +127 New
TFG
4718
Team Financial Group
California
$35.1K +$30.9K +121 New
RPA
4719
Redwood Park Advisors
California
$34.8K – – –
MAFA
4720
MJT & Associates Financial Advisory
Minnesota
$33.6K – – –
MAS
4721
MPWM Advisory Solutions
Georgia
$32.2K -$52.6K -206 -65%
MS
4722
Mizuho Securities
Japan
$31.9K +$23K +90 +450%
1L
4723
10Elms LLP
Oklahoma
$29K – – –
GAG
4724
Goodman Advisory Group
Massachusetts
$27K – – –
HAP
4725
Harbor Asset Planning
Massachusetts
$26.4K +$23.2K +91 New
187 188
189
190 191