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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
T2I
5101
Turim 21 Investimentos
Brazil
$68.7K – – –
MUMSS
5102
Mitsubishi UFJ Morgan Stanley Securities
Japan
$67.8K -$135K -436 -68%
AWF
5103
Alpha Wealth Funds
Utah
$64.5K +$61.2K +197 New
NWS
5104
Nvest Wealth Strategies
Ohio
$64.2K – – –
PMIM
5105
Prudent Man Investment Management
Colorado
$62.5K – – –
CF
5106
Collier Financial
Colorado
$62.2K – – –
MFS
5107
Montgomery Financial Services
Maryland
$61.9K +$58.7K +189 New
LAS
5108
Lloyd Advisory Services
Georgia
$60.7K -$1.94M -6,263 -97%
DRP
5109
Decker Retirement Planning
Utah
$60.1K +$10.2K +33 +22%
CI
5110
Clal Insurance
Israel
$58K -$3.73K -12 -6%
SFS
5111
Sunrise Financial Services
Washington
$55K +$621 +2 +1%
XC
5112
XY Capital
Hong Kong
$54.3K +$51.6K +166 New
CG
5113
Curat Global
New Hampshire
$52.9K – – –
BMC
5114
Bear Mountain Capital
Washington
$52.1K – – –
BFP
5115
Birchwood Financial Partners
Minnesota
$51.7K – – –
IPS
5116
Investors Portfolio Services
Washington
$50.6K +$1.24K +4 +3%
TCM
5117
Timbuktu Capital Management
Massachusetts
$50.1K +$47.5K +153 New
CWA
5118
Carolina Wealth Advisors
South Carolina
$48.8K – – –
PFO
5119
Pioneer Family Office
Florida
$46.5K – – –
WT
5120
WHI Trust
Illinois
$45.5K – – –
MAFA
5121
MJT & Associates Financial Advisory
Minnesota
$42.6K +$4.97K +16 +14%
MTI
5122
Merrithew & Thorsten Inc
California
$41K +$311 +1 +0.8%
TM
5123
Torren Management
California
$40.6K +$311 +1 +0.8%
RPA
5124
Redwood Park Advisors
California
$39.9K +$311 +1 +0.8%
SC
5125
Swan Capital
Florida
$36.6K -$22K -71 -39%