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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
5076
Kings Path Partners
Texas
$88.9K -$8.36K -27 -9%
UIA
5077
Ulland Investment Advisors
Minnesota
$83K -$11.8K -38 -13%
PCM
5078
Penserra Capital Management
California
$83K +$14.9K +48 +23%
GCM
5079
Gunpowder Capital Management
Maryland
$78.9K +$75.9K +245 New
DCM
5080
Disciplina Capital Management
Tennessee
$76.1K +$310 +1 +0.4%
HFS
5081
Horizon Financial Services
North Carolina
$75.5K – – –
NECFA
5082
New England Capital Financial Advisors
Connecticut
$74.6K +$9.29K +30 +15%
CAM
5083
Clarity Asset Management
Iowa
$70.5K +$310 +1 +0.5%
IAG
5084
Innovative Advisory Group
Massachusetts
$67.7K – – –
TCM
5085
Tanaka Capital Management
New York
$67K – – –
PJC
5086
Phillip James Consulting
Minnesota
$64K +$65K +210 New
PMIM
5087
Prudent Man Investment Management
Colorado
$62.5K +$4.95K +16 +9%
BMC
5088
Bear Mountain Capital
Washington
$62.5K -$1.86K -6 -3%
NWS
5089
Nvest Wealth Strategies
Ohio
$62.2K +$59.8K +193 New
HIA
5090
HFM Investment Advisors
New Jersey
$61.9K +$32.5K +105 +121%
CF
5091
Collier Financial
Colorado
$61.3K – – –
VA
5092
Valor Advisors
Florida
$60.9K +$58.5K +189 New
CI
5093
Clal Insurance
Israel
$60K -$22.6K -73 -28%
CG
5094
Curat Global
New Hampshire
$58K – – –
NCM
5095
Northwest Capital Management
Oregon
$54.8K -$46.4K -150 -47%
MAS
5096
MPWM Advisory Solutions
Georgia
$52.9K +$16.4K +53 +48%
MGI
5097
Miller Global Investments
Texas
$51.6K +$49.5K +160 New
ICCON
5098
Investment Counsel Company of Nevada
Nevada
$51.1K +$310 +1 +0.6%
BFP
5099
Birchwood Financial Partners
Minnesota
$50.9K +$48.9K +158 New
CWA
5100
Carolina Wealth Advisors
South Carolina
$50.9K +$2.79K +9 +6%
202 203
204
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