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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
5051
Nvest Wealth Strategies
Ohio
$57.7K +$910 +3 +2%
CI
5052
Clal Insurance
Israel
$56K +$1.52K +5 +3%
CF
5053
Collier Financial
Colorado
$55.9K – – –
HIA
5054
HFM Investment Advisors
New Jersey
$55.9K -$607 -2 -1%
TCM
5055
Tanaka Capital Management
New York
$55K -$5.77K -19 -9%
SC
5056
Swan Capital
Florida
$53.7K +$9.71K +32 +21%
CG
5057
Curat Global
New Hampshire
$52.9K – – –
MPG
5058
My Portfolio Guide
California
$50.8K +$52.5K +173 New
SFS
5059
Sunrise Financial Services
Washington
$48.8K +$5.77K +19 +13%
BMC
5060
Bear Mountain Capital
Washington
$48.2K -$15.2K -50 -25%
ICCON
5061
Investment Counsel Company of Nevada
Nevada
$46.9K +$303 +1 +0.6%
BFP
5062
Birchwood Financial Partners
Minnesota
$46.5K – – –
IPS
5063
Investors Portfolio Services
Washington
$44.7K +$4.55K +15 +11%
DRP
5064
Decker Retirement Planning
Utah
$44.4K – – –
TFG
5065
Team Financial Group
California
$43.9K +$303 +1 +0.7%
CWA
5066
Carolina Wealth Advisors
South Carolina
$43.8K -$2.73K -9 -6%
AI
5067
Atomic Invest
New York
$43.1K +$4.55K +15 +11%
PFO
5068
Pioneer Family Office
Florida
$41.8K – – –
WT
5069
WHI Trust
Illinois
$40.9K – – –
HWM
5070
Horizons Wealth Management
North Carolina
$36.8K – – –
CIR
5071
Clear Investment Research
Georgia
$36.8K +$37.9K +125 New
TM
5072
Torren Management
California
$36.2K -$770K -2,538 -95%
MTI
5073
Merrithew & Thorsten Inc
California
$36K – – –
RPA
5074
Redwood Park Advisors
California
$35.7K – – –
MAFA
5075
MJT & Associates Financial Advisory
Minnesota
$33.5K – – –
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203
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