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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
4701
Atlantic Private Wealth
North Carolina
$76.2K – – –
PSFG
4702
Park Square Financial Group
Georgia
$74.8K -$506K -1,700 -88%
DRP
4703
Decker Retirement Planning
Utah
$74.4K +$25.3K +85 +56%
DCM
4704
Disciplina Capital Management
Tennessee
$74.1K +$297 +1 +0.4%
HFS
4705
Horizon Financial Services
North Carolina
$73.9K +$7.14K +24 +11%
SHM
4706
Sagard Holdings Management
Ontario, Canada
$70K – – –
CAM
4707
Clarity Asset Management
Iowa
$68.7K +$297 +1 +0.5%
PCM
4708
Penserra Capital Management
California
$67K -$147K -495 -70%
TCM
4709
Tanaka Capital Management
New York
$65K +$61.6K +207 New
NECFA
4710
New England Capital Financial Advisors
Connecticut
$63.5K – – –
LWA
4711
Lowe Wealth Advisors
Maryland
$63.4K – – –
BMC
4712
Bear Mountain Capital
Washington
$61.8K +$1.78K +6 +3%
CF
4713
Collier Financial
Colorado
$60K +$56.5K +190 New
PA
4714
Pineridge Advisors
Missouri
$58.1K -$18.4K -62 -25%
CG
4715
Curat Global
New Hampshire
$56.8K – – –
MCA
4716
Midwest Capital Advisors
Michigan
$56.8K – – –
WCM
4717
Westend Capital Management
California
$52K +$8.92K +30 +22%
ICCON
4718
Investment Counsel Company of Nevada
Nevada
$49.8K +$297 +1 +0.6%
SC
4719
Swan Capital
Florida
$47.5K -$1.19K -4 -3%
CWA
4720
Carolina Wealth Advisors
South Carolina
$47K – – –
TFG
4721
Team Financial Group
California
$46.6K +$8.03K +27 +22%
MBFW
4722
Morton Brown Family Wealth
Pennsylvania
$42.9K -$8.03K -27 -17%
PMIM
4723
Prudent Man Investment Management
Colorado
$42.7K – – –
BIM
4724
Breakwater Investment Management
Washington
$41.3K +$1.19K +4 +3%
HWM
4725
Horizons Wealth Management
North Carolina
$39.4K -$17.8K -60 -32%
187 188
189
190 191