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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2326
Barnett & Company
Tennessee
$189K – – –
MWM
2327
MinichMacGregor Wealth Management
New York
$185K +$3.24K +32 +2%
NC
2328
NewSquare Capital
Pennsylvania
$185K +$70.6K +697 +68%
LWA
2329
Lenox Wealth Advisors
New York
$185K +$174K +1,723 +15,664%
HCM
2330
Horrell Capital Management
Arkansas
$176K – – –
AIS
2331
Accurate Investment Solutions
Pennsylvania
$174K -$39.5K -390 -19%
LA
2332
Legacy Advisors
Pennsylvania
$169K -$6.68K -66 -4%
MSFP
2333
Mark Sheptoff Financial Planning
Connecticut
$163K – – –
BC
2334
Blueport Capital
Texas
$161K -$215K -2,120 -58%
CLM
2335
ClearBridge LLC (Maryland)
Maryland
$161K -$28.5K -281 -16%
CT
2336
Clearstead Trust
Maine
$159K – – –
FG
2337
FSI Group
Ohio
$159K +$151K +1,489 New
PFO
2338
Pathstone Family Office
New Jersey
$156K +$2.94K +29 +2%
AWM
2339
Aevitas Wealth Management
Massachusetts
$146K +$138K +1,366 New
HFM
2340
Harvest Fund Management
China
$140K – – –
PCFFS
2341
Pacific Center for Financial Services
California
$139K -$10.1K -100 -7%
PCC
2342
Park Circle Company
Maryland
$139K – – –
CFD
2343
Creative Financial Designs
Indiana
$133K -$179K -1,766 -59%
SCA
2344
Stuart Chaussee & Associates
California
$124K +$4.25K +42 +4%
PW
2345
Price Wealth
Texas
$124K +$117K +1,160 New
WI
2346
Welch Investments
Alabama
$122K +$5.67K +56 +5%
TCM
2347
TD Capital Management
Tennessee
$120K – – –
C
2348
Cerebellum
California
$119K +$113K +1,117 New
QI
2349
QV Investors
Alberta, Canada
$116K +$9.11K +90 +9%
NCM
2350
New Capital Management
Texas
$115K +$506 +5 +0.5%
92 93
94
95 96