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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TGIA
4951
Torrey Growth & Income Advisors
California
$200K +$4.55K +15 +2%
SWM
4952
Salvus Wealth Management
New Jersey
$200K – – –
HCP
4953
Hamilton Capital Partners
Georgia
$200K +$206K +680 New
PCM
4954
Passive Capital Management
Maryland
$200K +$206K +680 New
CCMI
4955
Creative Capital Management Investments
California
$195K -$10.6K -35 -5%
RF
4956
RetireMitten Financial
Michigan
$192K +$198K +652 New
EA
4957
Evolution Advisers
Virginia
$191K – – –
MUMSS
4958
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$105K -347 -35%
AF
4959
Align Financial
Minnesota
$187K -$64.3M -211,735 -100%
TCM
4960
TD Capital Management
Tennessee
$186K -$96.8K -319 -34%
BCM
4961
Basso Capital Management
Connecticut
$178K – – –
FNWA
4962
Financial Network Wealth Advisors
Utah
$178K +$8.5K +28 +5%
WA
4963
Whipplewood Advisors
Colorado
$177K +$156K +515 +585%
AIS
4964
Advocate Investing Services
Maryland
$176K – – –
T
4965
TOBAM
France
$170K -$9.11K -30 -5%
SFO
4966
Standard Family Office
South Dakota
$169K – – –
SAM
4967
Sherman Asset Management
California
$168K – – –
WFA
4968
West Financial Advisors
Iowa
$166K -$5.77K -19 -3%
CWM
4969
Copia Wealth Management
Oregon
$166K -$607 -2 -0.4%
HCM
4970
Horrell Capital Management
Arkansas
$161K – – –
DCM
4971
Davis Capital Management
Florida
$150K +$4.55K +15 +3%
BH
4972
Burk Holdings
Oklahoma
$146K +$151K +497 New
MFT
4973
Moisand Fitzgerald Tamayo
Florida
$146K – – –
IUHSA
4974
Itau Unibanco Holding S.A.
Brazil
$142K -$6.09M -20,076 -98%
CW
4975
Curio Wealth
Maryland
$141K +$6.37K +21 +5%
197 198
199
200 201