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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
5076
Bear Mountain Capital
Washington
$52.1K – – –
BFP
5077
Birchwood Financial Partners
Minnesota
$51.7K – – –
IPS
5078
Investors Portfolio Services
Washington
$50.6K +$1.24K +4 +3%
TCM
5079
Timbuktu Capital Management
Massachusetts
$50.1K +$47.5K +153 New
CWA
5080
Carolina Wealth Advisors
South Carolina
$48.8K – – –
PFO
5081
Pioneer Family Office
Florida
$46.5K – – –
WT
5082
WHI Trust
Illinois
$45.5K – – –
MAFA
5083
MJT & Associates Financial Advisory
Minnesota
$42.6K +$4.97K +16 +14%
MTI
5084
Merrithew & Thorsten Inc
California
$41K +$311 +1 +0.8%
TM
5085
Torren Management
California
$40.6K +$311 +1 +0.8%
RPA
5086
Redwood Park Advisors
California
$39.9K +$311 +1 +0.8%
SC
5087
Swan Capital
Florida
$36.6K -$22K -71 -39%
AAG
5088
Accordant Advisory Group
Maryland
$35.7K – – –
GA
5089
GFS Advisors
Texas
$34.3K -$19.9K -64 -0.3%
PIS
5090
POM Investment Strategies
North Carolina
$33.8K -$1.24M -3,985 -97%
ATC
5091
Advantage Trust Company
Kansas
$33.1K +$17.4K +56 +124%
AIA
5092
Aventus Investment Advisors
Florida
$32.7K +$31.1K +100 New
SA
5093
Strategic Advocates
Utah
$30.1K +$4.97K +16 +21%
HAP
5094
Harbor Asset Planning
Massachusetts
$29.8K – – –
QL
5095
Quarry LP
New York
$27.8K -$248K -798 -90%
BCV
5096
Banque Cantonale Vaudoise
Switzerland
$26.1K -$3.04M -9,775 -11%
PSFG
5097
Park Square Financial Group
Georgia
$25.9K -$7.14K -23 -23%
FG
5098
Fairman Group
Pennsylvania
$25.7K – – –
TBFA
5099
Three Bearings Fiduciary Advisors
New Hampshire
$22.9K – – –
WA
5100
Whipplewood Advisors
Colorado
$22.9K -$166K -533 -88%
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204
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