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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1326
Coerente Capital Management
Ontario, Canada
$5.42M -$166K -1,058 -3%
CF
1327
Clarity Financial
Texas
$5.4M +$624K +3,974 +13%
JIC
1328
Joel Isaacson & Co
New York
$5.4M +$54K +344 +1%
HI
1329
Horizon Investments
North Carolina
$5.4M +$1.46M +9,265 +36%
SFI
1330
SPC Financial Inc
Maryland
$5.39M -$4.71K -30 -0.1%
KPW
1331
Kore Private Wealth
New York
$5.38M +$175K +1,112 +3%
TCM
1332
Traynor Capital Management
Pennsylvania
$5.38M +$219K +1,393 +4%
HL
1333
HeadInvest LLC
Maine
$5.38M -$157 -1 -0%
GD
1334
Grandfield & Dodd
New York
$5.36M -$14.3K -91 -0.3%
HT
1335
HAP Trading
New York
$5.34M +$5.4M +34,367 New
WWM
1336
Western Wealth Management
Colorado
$5.34M +$1.55M +9,886 +41%
CAM
1337
Chou Associates Management
Ontario, Canada
$5.33M – – –
SS
1338
Sunbelt Securities
Texas
$5.32M -$40K -255 -0.7%
BKA
1339
Brick & Kyle Associates
Pennsylvania
$5.31M +$159K +1,012 +3%
MW
1340
Marcum Wealth
Ohio
$5.29M +$65K +414 +1%
BCPWM
1341
Bradley & Co Private Wealth Management
Florida
$5.28M +$40.8K +260 +0.8%
CG
1342
Caprock Group
Idaho
$5.26M -$442K -2,816 -8%
GAG
1343
GM Advisory Group
New York
$5.26M -$118K -753 -2%
EFSCE
1344
Enterprise Financial Services Corp (EFSC)
Missouri
$5.25M +$17.1K +109 +0.3%
OIM
1345
Opus Investment Management
Massachusetts
$5.25M – – –
JG
1346
Jefferies Group
New York
$5.25M -$749K -4,768 -12%
APP
1347
Avantax Planning Partners
Iowa
$5.24M -$43.8K -279 -0.8%
BZWA
1348
Blue Zone Wealth Advisors
California
$5.23M -$2.2K -14 -0%
CGL
1349
Clarius Group LLC
Washington
$5.23M +$79.2K +504 +2%
TI
1350
Tidal Investments
Wisconsin
$5.22M +$2.85M +18,129 +117%
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