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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
2126
American Research & Management Company
Massachusetts
$174K – – –
CLM
2127
ClearBridge LLC (Maryland)
Maryland
$170K +$2.03K +22 +1%
BC
2128
Barnett & Company
Tennessee
$168K -$76.1K -825 -32%
MWM
2129
MinichMacGregor Wealth Management
New York
$162K -$18.4K -200 -11%
AIP
2130
Almanack Investment Partners
Pennsylvania
$162K -$9.13K -99 -6%
HCM
2131
Horrell Capital Management
Arkansas
$157K – – –
LA
2132
Legacy Advisors
Pennsylvania
$157K +$45.1K +489 +42%
TFO
2133
Tarbox Family Office
California
$152K -$152K -1,646 -51%
HH
2134
HWG Holdings
Texas
$152K -$57.6K -625 -28%
MSFP
2135
Mark Sheptoff Financial Planning
Connecticut
$146K – – –
ACM
2136
Americafirst Capital Management
California
$143K +$138K +1,500 New
LD
2137
Lipe & Dalton
New York
$143K +$138K +1,500 New
CT
2138
Clearstead Trust
Maine
$142K – – –
PFO
2139
Pathstone Family Office
New Jersey
$136K -$424K -4,597 -76%
MIC
2140
MU Investments Company
Japan
$136K -$35K -380 -21%
PCFFS
2141
Pacific Center for Financial Services
California
$134K – – –
HFM
2142
Harvest Fund Management
China
$125K +$45.6K +495 +61%
PCC
2143
Park Circle Company
Maryland
$124K – – –
OIA
2144
OneDigital Investment Advisors
Kansas
$110K -$287K -3,109 -73%
SCA
2145
Stuart Chaussee & Associates
California
$107K – – –
TCM
2146
TD Capital Management
Tennessee
$107K +$18.3K +198 +21%
FFW
2147
Fusion Family Wealth
New York
$105K -$601K -6,512 -86%
WI
2148
Welch Investments
Alabama
$103K +$99.9K +1,083 New
NCM
2149
New Capital Management
Texas
$102K +$922 +10 +0.9%
KBFS
2150
Kohmann Bosshard Financial Services
Ohio
$102K +$98.1K +1,064 New
84 85
86
87 88