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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
5051
Meridiem Investment Management
United Kingdom
$91.7K – – –
NICM
5052
Neo Ivy Capital Management
New York
$88.7K +$84.2K +271 New
MAS
5053
MPWM Advisory Solutions
Georgia
$85K – – –
PCM
5054
Penserra Capital Management
California
$83K -$621 -2 -0.8%
UIA
5055
Ulland Investment Advisors
Minnesota
$83K – – –
GCM
5056
Gunpowder Capital Management
Maryland
$80.2K – – –
PJC
5057
Phillip James Consulting
Minnesota
$78.6K – – –
DCM
5058
Disciplina Capital Management
Tennessee
$78K +$311 +1 +0.4%
BF
5059
Brooklyn FI
New York
$77.7K +$69.3K +223 New
MWA
5060
Medallion Wealth Advisors
Connecticut
$77.6K -$2.87M -9,254 -98%
HIA
5061
HFM Investment Advisors
New Jersey
$75.9K +$13K +42 +22%
ICCON
5062
Investment Counsel Company of Nevada
Nevada
$69.2K +$15.8K +51 +32%
T2I
5063
Turim 21 Investimentos
Brazil
$68.7K – – –
MUMSS
5064
Mitsubishi UFJ Morgan Stanley Securities
Japan
$67.8K -$135K -436 -68%
AWF
5065
Alpha Wealth Funds
Utah
$64.5K +$61.2K +197 New
NWS
5066
Nvest Wealth Strategies
Ohio
$64.2K – – –
PMIM
5067
Prudent Man Investment Management
Colorado
$62.5K – – –
CF
5068
Collier Financial
Colorado
$62.2K – – –
MFS
5069
Montgomery Financial Services
Maryland
$61.9K +$58.7K +189 New
LAS
5070
Lloyd Advisory Services
Georgia
$60.7K -$1.94M -6,263 -97%
DRP
5071
Decker Retirement Planning
Utah
$60.1K +$10.2K +33 +22%
CI
5072
Clal Insurance
Israel
$58K -$3.73K -12 -6%
SFS
5073
Sunrise Financial Services
Washington
$55K +$621 +2 +1%
XC
5074
XY Capital
Hong Kong
$54.3K +$51.6K +166 New
CG
5075
Curat Global
New Hampshire
$52.9K – – –
201 202
203
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