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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2101
CWS Financial Advisors
Michigan
$693K – – –
MWM
2102
Modera Wealth Management
New Jersey
$693K +$209K +1,719 +29%
AWM
2103
AllSquare Wealth Management
New York
$692K -$66.8K -550 -7%
MWM
2104
Maltin Wealth Management
New Jersey
$690K +$107K +882 +13%
AFS
2105
Axiom Financial Strategies
Indiana
$689K +$930K +7,657 New
HFS
2106
Howard Financial Services
Texas
$688K -$155K -1,276 -14%
JF
2107
JSF Financial
California
$687K +$150K +1,232 +19%
BWL
2108
Bogart Wealth LLC
Virginia
$686K +$845K +6,957 +1,057%
FWP
2109
FAS Wealth Partners
Kansas
$685K +$105K +862 +13%
ACA
2110
Affinity Capital Advisors
California
$684K -$99.5K -819 -10%
MAM
2111
Mastrapasqua Asset Management
Tennessee
$684K +$99.7K +821 +12%
QSS
2112
Quantitative Systematic Strategies
Florida
$683K +$921K +7,583 New
TFO
2113
Tarbox Family Office
California
$681K -$22K -181 -2%
OA
2114
Oxbow Advisors
Texas
$679K -$712K -5,859 -44%
HFA
2115
High Falls Advisors
New York
$679K +$19.8K +163 +2%
KA
2116
Klingman & Associates
New York
$678K -$102K -837 -10%
RG
2117
Renaissance Group
Kentucky
$677K -$278K -2,289 -23%
XSC
2118
X-Square Capital
Puerto Rico
$677K +$253K +2,080 +38%
WEPOG
2119
Wealth Enhancement & Preservation of GA
Georgia
$676K -$731K -6,020 -43%
MW
2120
Marcum Wealth
Ohio
$676K +$63.7K +524 +7%
QT
2121
Quantbot Technologies
New York
$676K +$912K +7,510 New
FI
2122
Fosun International
China
$671K -$2.27M -18,650 -72%
FNBSF
2123
First National Bank Sioux Falls
South Dakota
$671K +$15.8K +130 +2%
RP
2124
Riverbridge Partners
Minnesota
$670K – – –
TFCP
2125
Twin Focus Capital Partners
Massachusetts
$669K +$19.3K +159 +2%
83 84
85
86 87