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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2126
Tarbox Family Office
California
$152K -$152K -1,646 -51%
HH
2127
HWG Holdings
Texas
$152K -$57.6K -625 -28%
MSFP
2128
Mark Sheptoff Financial Planning
Connecticut
$146K – – –
ACM
2129
Americafirst Capital Management
California
$143K +$138K +1,500 New
LD
2130
Lipe & Dalton
New York
$143K +$138K +1,500 New
CT
2131
Clearstead Trust
Maine
$142K – – –
PFO
2132
Pathstone Family Office
New Jersey
$136K -$424K -4,597 -76%
MIC
2133
MU Investments Company
Japan
$136K -$35K -380 -21%
PCFFS
2134
Pacific Center for Financial Services
California
$134K – – –
HFM
2135
Harvest Fund Management
China
$125K +$45.6K +495 +61%
PCC
2136
Park Circle Company
Maryland
$124K – – –
OIA
2137
OneDigital Investment Advisors
Kansas
$110K -$287K -3,109 -73%
SCA
2138
Stuart Chaussee & Associates
California
$107K – – –
TCM
2139
TD Capital Management
Tennessee
$107K +$18.3K +198 +21%
FFW
2140
Fusion Family Wealth
New York
$105K -$601K -6,512 -86%
WI
2141
Welch Investments
Alabama
$103K +$99.9K +1,083 New
NCM
2142
New Capital Management
Texas
$102K +$922 +10 +0.9%
KBFS
2143
Kohmann Bosshard Financial Services
Ohio
$102K +$98.1K +1,064 New
OHS
2144
Odey Holdings (Switzerland)
Switzerland
$100K +$96.8K +1,050 New
NC
2145
NewSquare Capital
Pennsylvania
$98K +$46.2K +501 +95%
QI
2146
QV Investors
Alberta, Canada
$95K -$2.12M -22,980 -96%
AA
2147
AlphaMark Advisors
Kentucky
$95K – – –
GCM
2148
Grisanti Capital Management
New York
$90K +$87.1K +945 New
SAM
2149
Solaris Asset Management
New York
$88K – – –
SMG
2150
Spectrum Management Group
Indiana
$88K +$85.3K +925 New
84 85
86
87 88