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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
5076
Valor Advisors
Florida
$60.9K +$58.5K +189 New
CI
5077
Clal Insurance
Israel
$60K -$22.6K -73 -28%
CG
5078
Curat Global
New Hampshire
$58K – – –
NCM
5079
Northwest Capital Management
Oregon
$54.8K -$46.4K -150 -47%
MAS
5080
MPWM Advisory Solutions
Georgia
$52.9K +$16.4K +53 +48%
MGI
5081
Miller Global Investments
Texas
$51.6K +$49.5K +160 New
ICCON
5082
Investment Counsel Company of Nevada
Nevada
$51.1K +$310 +1 +0.6%
BFP
5083
Birchwood Financial Partners
Minnesota
$50.9K +$48.9K +158 New
CWA
5084
Carolina Wealth Advisors
South Carolina
$50.9K +$2.79K +9 +6%
PSFG
5085
Park Square Financial Group
Georgia
$49.9K -$8.98K -29 -12%
DRP
5086
Decker Retirement Planning
Utah
$48.7K -$26.3K -85 -36%
SC
5087
Swan Capital
Florida
$48.5K – – –
CA
5088
Cresta Advisors
Texas
$48.3K +$46.4K +150 New
TFG
5089
Team Financial Group
California
$47.8K – – –
SFS
5090
Sunrise Financial Services
Washington
$47.4K +$45.5K +147 New
MBFW
5091
Morton Brown Family Wealth
Pennsylvania
$46.9K +$3.1K +10 +7%
PFO
5092
Pioneer Family Office
Florida
$45.8K +$44K +142 New
WT
5093
WHI Trust
Illinois
$44.8K +$43K +139 New
BIM
5094
Breakwater Investment Management
Washington
$43.8K +$1.55K +5 +4%
IPS
5095
Investors Portfolio Services
Washington
$43.8K +$42.1K +136 New
MCA
5096
Midwest Capital Advisors
Michigan
$41.8K -$15.5K -50 -28%
HWM
5097
Horizons Wealth Management
North Carolina
$40.3K – – –
MTI
5098
Merrithew & Thorsten Inc
California
$40K +$38.4K +124 New
RPA
5099
Redwood Park Advisors
California
$39K +$310 +1 +0.8%
MAFA
5100
MJT & Associates Financial Advisory
Minnesota
$36.7K – – –
202 203
204
205 206