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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1701
HNP Capital
New York
$2.93M -$52.8K -385 -2%
CCI
1702
Credit Capital Investments
New Jersey
$2.93M – – –
LCM
1703
Leisure Capital Management
California
$2.93M +$25.8K +188 +0.8%
FFA
1704
Founders Financial Alliance
North Carolina
$2.93M -$490K -3,575 -14%
AWM
1705
Accurate Wealth Management
Florida
$2.92M +$181K +1,324 +6%
CCFM
1706
Clear Creek Financial Management
Washington
$2.91M +$137 +1 +0%
SIM
1707
Studio Investment Management
Illinois
$2.9M -$112K -814 -4%
NL
1708
NVWM LLC
Pennsylvania
$2.9M -$15.9K -116 -0.5%
CS
1709
Crescent Sterling
Louisiana
$2.9M +$218K +1,591 +8%
SCM
1710
Seascape Capital Management
New Hampshire
$2.9M +$185K +1,350 +6%
GLR
1711
Great Lakes Retirement
Ohio
$2.89M +$1.75M +12,774 +136%
HBT
1712
Heartland Bank & Trust
Illinois
$2.89M +$507K +3,703 +20%
FCP
1713
Fidelis Capital Partners
Florida
$2.88M +$1.75M +12,752 +153%
CIA
1714
Cohen Investment Advisors
New Hampshire
$2.88M -$4.93K -36 -0.2%
OF
1715
Outfitter Financial
Maine
$2.88M -$7.54K -55 -0.2%
RP
1716
Rowlandmiller & Partners
Georgia
$2.88M – – –
WOC
1717
West Oak Capital
California
$2.88M -$92.5K -675 -3%
MWM
1718
Modera Wealth Management
New Jersey
$2.88M +$78.1K +570 +3%
IFPG
1719
Intrepid Financial Planning Group
Indiana
$2.87M -$5.48K -40 -0.2%
SWA
1720
SOA Wealth Advisors
New York
$2.84M -$4.25K -31 -0.1%
CWM
1721
Cornerstone Wealth Management
Missouri
$2.84M +$2.98M +21,784 New
IP
1722
Intellectus Partners
California
$2.84M +$27.8K +203 +0.9%
CT
1723
Coastline Trust
Rhode Island
$2.84M +$22.9K +167 +0.8%
SIG
1724
Sargent Investment Group
Maryland
$2.83M -$219K -1,595 -7%
XSC
1725
X-Square Capital
Puerto Rico
$2.83M -$242K -1,766 -8%
67 68
69
70 71