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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
5026
Prudent Man Investment Management
Colorado
$62.5K – – –
MGI
5027
Miller Global Investments
Texas
$62.1K +$15.5K +51 +32%
T2I
5028
Turim 21 Investimentos
Brazil
$61.8K +$63.7K +210 New
VA
5029
Valor Advisors
Florida
$60.9K – – –
NECFA
5030
New England Capital Financial Advisors
Connecticut
$59.3K -$8.8K -29 -13%
NWS
5031
Nvest Wealth Strategies
Ohio
$57.7K +$910 +3 +2%
CI
5032
Clal Insurance
Israel
$56K +$1.52K +5 +3%
CF
5033
Collier Financial
Colorado
$55.9K – – –
HIA
5034
HFM Investment Advisors
New Jersey
$55.9K -$607 -2 -1%
TCM
5035
Tanaka Capital Management
New York
$55K -$5.77K -19 -9%
SC
5036
Swan Capital
Florida
$53.7K +$9.71K +32 +21%
CG
5037
Curat Global
New Hampshire
$52.9K – – –
MPG
5038
My Portfolio Guide
California
$50.8K +$52.5K +173 New
SFS
5039
Sunrise Financial Services
Washington
$48.8K +$5.77K +19 +13%
BMC
5040
Bear Mountain Capital
Washington
$48.2K -$15.2K -50 -25%
ICCON
5041
Investment Counsel Company of Nevada
Nevada
$46.9K +$303 +1 +0.6%
BFP
5042
Birchwood Financial Partners
Minnesota
$46.5K – – –
IPS
5043
Investors Portfolio Services
Washington
$44.7K +$4.55K +15 +11%
DRP
5044
Decker Retirement Planning
Utah
$44.4K – – –
TFG
5045
Team Financial Group
California
$43.9K +$303 +1 +0.7%
CWA
5046
Carolina Wealth Advisors
South Carolina
$43.8K -$2.73K -9 -6%
PFO
5047
Pioneer Family Office
Florida
$41.8K – – –
WT
5048
WHI Trust
Illinois
$40.9K – – –
HWM
5049
Horizons Wealth Management
North Carolina
$36.8K – – –
CIR
5050
Clear Investment Research
Georgia
$36.8K +$37.9K +125 New
200 201
202
203 204