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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
4901
N10 Wealth
Connecticut
$249K +$236K +760 New
QCM
4902
Qsemble Capital Management
New York
$248K +$236K +759 New
DC
4903
Dorval Corp
Minnesota
$248K +$235K +757 New
PWS
4904
Proactive Wealth Strategies
Georgia
$246K +$1.24K +4 +0.5%
RS
4905
R Squared
Hong Kong
$245K -$438K -1,410 -65%
CEI
4906
Clark Estates Inc
New York
$245K – – –
NWM
4907
Navigoe Wealth Management
California
$245K +$7.45K +24 +3%
NWWA
4908
New Wave Wealth Advisors
Arkansas
$245K +$232K +748 New
PA
4909
Prosperity Advisers
Pennsylvania
$245K -$7.14K -23 -3%
NA
4910
N10 Assets
Connecticut
$244K +$232K +746 New
MAV
4911
Mason & Associates (Virginia)
Virginia
$244K – – –
MWM
4912
Mittelman Wealth Management
Massachusetts
$243K -$117K -377 -46%
C
4913
Covestor
United Kingdom
$243K -$30.1K -97 -12%
TR
4914
Tepp RIA
New Jersey
$243K +$230K +742 New
FPTW
4915
Franklin, Parlapiano, Turner & Welch
Texas
$243K – – –
HOWA
4916
Hudson Oak Wealth Advisory
New Jersey
$242K -$4.35K -14 -2%
GCM
4917
Gator Capital Management
Florida
$242K – – –
AAMC
4918
Asset Allocation & Management Company
Illinois
$242K -$263K -848 -53%
UFPG
4919
United Financial Planning Group
New York
$242K – – –
MPW
4920
MA Private Wealth
California
$241K – – –
LSL
4921
Legacy Solutions LLC
Pennsylvania
$241K +$11.5K +37 +5%
EFN
4922
Equita Financial Network
Pennsylvania
$241K +$229K +736 New
RW
4923
REDW Wealth
New Mexico
$241K +$229K +736 New
RFW
4924
Redwood Family Wealth
Texas
$240K +$8.07K +26 +4%
CCM
4925
Chaney Capital Management
Washington
$240K – – –
195 196
197
198 199