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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
4701
Redmont Wealth Advisors
Illinois
$92.9K +$19.6K +66 +29%
TVWM
4702
Tower View Wealth Management
Wisconsin
$88.4K +$297 +1 +0.4%
MIM
4703
Meridiem Investment Management
United Kingdom
$88.3K – – –
CI
4704
Clal Insurance
Israel
$81K -$1.78K -6 -2%
APW
4705
Atlantic Private Wealth
North Carolina
$76.2K – – –
PSFG
4706
Park Square Financial Group
Georgia
$74.8K -$506K -1,700 -88%
DRP
4707
Decker Retirement Planning
Utah
$74.4K +$25.3K +85 +56%
DCM
4708
Disciplina Capital Management
Tennessee
$74.1K +$297 +1 +0.4%
HFS
4709
Horizon Financial Services
North Carolina
$73.9K +$7.14K +24 +11%
SHM
4710
Sagard Holdings Management
Ontario, Canada
$70K – – –
CAM
4711
Clarity Asset Management
Iowa
$68.7K +$297 +1 +0.5%
PCM
4712
Penserra Capital Management
California
$67K -$147K -495 -70%
IAG
4713
Innovative Advisory Group
Massachusetts
$66.2K – – –
TCM
4714
Tanaka Capital Management
New York
$65K +$61.6K +207 New
NECFA
4715
New England Capital Financial Advisors
Connecticut
$63.5K – – –
LWA
4716
Lowe Wealth Advisors
Maryland
$63.4K – – –
BMC
4717
Bear Mountain Capital
Washington
$61.8K +$1.78K +6 +3%
CF
4718
Collier Financial
Colorado
$60K +$56.5K +190 New
PA
4719
Pineridge Advisors
Missouri
$58.1K -$18.4K -62 -25%
CG
4720
Curat Global
New Hampshire
$56.8K – – –
MCA
4721
Midwest Capital Advisors
Michigan
$56.8K – – –
WCM
4722
Westend Capital Management
California
$52K +$8.92K +30 +22%
ICCON
4723
Investment Counsel Company of Nevada
Nevada
$49.8K +$297 +1 +0.6%
SC
4724
Swan Capital
Florida
$47.5K -$1.19K -4 -3%
CWA
4725
Carolina Wealth Advisors
South Carolina
$47K – – –
187 188
189
190 191