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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5001
Stonehearth Capital Management
Massachusetts
$201K -$155K -500 -45%
FCMC
5002
Founders Capital Management (Connecticut)
Connecticut
$201K -$26.4K -85 -12%
FF
5003
Foundry Financial
California
$201K +$190K +613 New
DCM
5004
Davis Capital Management
Florida
$199K +$31.1K +100 +20%
WCM
5005
Westend Capital Management
California
$199K -$40.1K -129 -18%
SFO
5006
Standard Family Office
South Dakota
$189K – – –
AIS
5007
Advocate Investing Services
Maryland
$188K -$7.45K -24 -4%
CWM
5008
Copia Wealth Management
Oregon
$187K +$1.24K +4 +0.7%
MFT
5009
Moisand Fitzgerald Tamayo
Florida
$185K +$21.7K +70 +14%
DF
5010
Downshift Financial
Colorado
$185K +$176K +566 New
HCM
5011
Horrell Capital Management
Arkansas
$179K – – –
HHRDM
5012
H&H Retirement Design & Management
Nevada
$178K +$161K +517 New
1GI
5013
180 GPS Investments
$172K +$163K +526 New
MAM
5014
Meeder Asset Management
Ohio
$165K +$27K +87 +21%
BH
5015
Burk Holdings
Oklahoma
$162K -$932 -3 -0.6%
BFS
5016
Bare Financial Services
Pennsylvania
$162K +$32.3K +104 +27%
SWA
5017
Strategic Wealth Advisors
Arizona
$161K +$35.1K +113 +29%
SVWA
5018
Sarver Vrooman Wealth Advisors
Missouri
$154K -$1.55K -5 -1%
CCA
5019
Catalyst Capital Advisors
New York
$153K -$2.17K -7 -1%
KI
5020
Keewaydin Investments
New York
$151K – – –
CMA
5021
Cedar Mountain Advisors
Oregon
$150K +$3.42K +11 +2%
FGC
5022
Financial Gravity Companies
Texas
$142K +$134K +433 New
MWA
5023
Miller Wealth Advisors
Colorado
$141K – – –
ICM
5024
Islay Capital Management
Texas
$139K +$311 +1 +0.2%
DPW
5025
DiNuzzo Private Wealth
Pennsylvania
$138K – – –
199 200
201
202 203