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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2401
Ford Financial Group
California
$25K +$23.7K +234 New
HWP
2402
Hefty Wealth Partners
Indiana
$24K – – –
NIA
2403
Northstar Investment Advisors
Colorado
$15K -$7.49K -74 -0.8%
IF
2404
Ironwood Financial
Arizona
$14K -$21.3K -210 -61%
BCM
2405
Brasada Capital Management
Texas
$13K +$12K +119 New
TJHA
2406
Thomas J. Herzfeld Advisors
Florida
$12K -$72.3K -714 -87%
WCM
2407
Wealthcare Capital Management
Virginia
$12K – – –
WCMN
2408
Westchester Capital Management (Nebraska)
Nebraska
$12K – – –
RCC
2409
Red Cedar Capital
Nebraska
$11K +$10.1K +100 New
TVWM
2410
Tower View Wealth Management
Wisconsin
$11K +$10.1K +100 New
PS
2411
Portfolio Solutions
Michigan
$11K +$10.4K +103 New
RIM
2412
Ranger Investment Management
Texas
$10K – – –
FMA
2413
FNY Managed Accounts
New York
$9K -$31.7K -313 -78%
LWA
2414
Lowe Wealth Advisors
Maryland
$9K -$25.3K -250 -75%
FA
2415
Fagan Associates
New York
$7.02K +$51.3K +507 +0.8%
ED
2416
Exane Derivatives
France
$6.43K -$13.9K -137 -70%
NIM
2417
NuWave Investment Management
New Jersey
$6K +$5.47K +54 New
BCMIO
2418
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
NMC
2419
Nine Masts Capital
Hong Kong
$4K -$863K -8,520 -100%
OPWM
2420
Oak Point Wealth Management
Michigan
$4K +$4.46K +44 New
BHB
2421
Bank Hapoalim BM
Israel
$3.67K -$31.5K -311 -0.9%
SFPIA
2422
Stevens First Principles Investment Advisors
California
$3K +$2.43K +24 New
PCG
2423
Private Capital Group
Connecticut
$1.88K +$135K +1,333 New
DAM
2424
Diamant Asset Management
Connecticut
$796 +$753K +7,441 New
AWE
2425
Avidian Wealth Enterprises
Texas
$742 -$3.04K -30 -0.4%
95 96
97
98 99