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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2351
Avenir Corporation
Virginia
$201K +$207K +1,830 New
SC
2352
SRB Corp
Massachusetts
$200K -$14K -124 -6%
NC
2353
NewSquare Capital
Pennsylvania
$198K +$8.38K +74 +4%
BC
2354
Barnett & Company
Tennessee
$194K – – –
MWM
2355
MinichMacGregor Wealth Management
New York
$193K +$3.17K +28 +2%
PO
2356
Private Ocean
California
$186K +$93.3K +824 +95%
HCM
2357
Horrell Capital Management
Arkansas
$181K – – –
AIS
2358
Accurate Investment Solutions
Pennsylvania
$172K -$6K -53 -3%
AWM
2359
Aevitas Wealth Management
Massachusetts
$167K +$17.4K +154 +11%
SAS
2360
Stelac Advisory Services
New York
$162K +$167K +1,475 New
NCM
2361
New Capital Management
Texas
$156K +$39.2K +346 +32%
QI
2362
QV Investors
Alberta, Canada
$151K +$32.8K +290 +27%
FGC
2363
Financial Gravity Companies
Texas
$150K +$56.3K +497 +55%
FGAM
2364
Financial Gravity Asset Management
Texas
$150K +$158K +1,394 New
HFM
2365
Harvest Fund Management
China
$144K – – –
PCFFS
2366
Pacific Center for Financial Services
California
$143K – – –
PCC
2367
Park Circle Company
Maryland
$143K – – –
CC
2368
Claybrook Capital
Massachusetts
$143K +$34K +300 +30%
LWM
2369
Lenox Wealth Management
Ohio
$137K -$76.4K -675 -35%
OBWP
2370
O'Brien Wealth Partners
Massachusetts
$127K +$130K +1,151 New
CFD
2371
Creative Financial Designs
Indiana
$126K -$10.8K -95 -8%
TCM
2372
TD Capital Management
Tennessee
$123K – – –
C
2373
Cerebellum
California
$122K -$679 -6 -0.5%
RFWA
2374
RPg Family Wealth Advisory
Massachusetts
$117K +$93.4K +825 +344%
KBFS
2375
Kohmann Bosshard Financial Services
Ohio
$117K – – –
93 94
95
96 97